Toby Lopez
About Toby Lopez
Toby Lopez is a Relationship Banker at Chase with a diverse professional background that includes roles in financial services and skilled trades. He has over 8 years of experience in community-focused banking and a solid educational foundation in finance and business administration.
Work at Chase
Toby Lopez has been employed at Chase as a Relationship Banker since 2015. In this role, he focuses on providing personalized banking services to clients, helping them manage their financial needs effectively. His tenure at Chase spans over eight years, during which he has contributed to various community-focused banking initiatives. His experience in relationship banking allows him to build strong connections with clients, ensuring they receive tailored financial solutions.
Education and Expertise
Toby Lopez studied at the University of Houston - Victoria, where he earned a Bachelor of Business Administration with a focus on Finance from 2010 to 2013. He furthered his education by pursuing a Master of Business Administration at the same institution, which he has been studying since 2013. His academic background in finance equips him with the necessary knowledge and skills to excel in the financial services industry.
Background
Toby Lopez possesses a diverse professional background that includes experience in both financial services and skilled trades. Before joining Chase, he worked as a Financial Advisor at Edward Jones for 11 months in 2014-2015. Prior to that, he spent eight years as a Craftsman at Fort Bend Independent School District in Sugar Land, Texas, from 2006 to 2014. His career began in the military, where he served as a Boatswain's Mate in the US Navy for 12 years from 1999 to 2011 in Washington, D.C.
Military Experience
Toby Lopez served in the US Navy for 12 years as a Boatswain's Mate. This role involved various responsibilities, including managing deck operations and leading teams in maritime tasks. His military service instilled discipline and a strong work ethic, which he applies in his current banking role. The skills acquired during his time in the Navy contribute to his effectiveness in managing client relationships and navigating complex financial situations.