Annie Lopez

  • Bachelor of Science, Finance, Auburn University
  • CFA® Level I Candidate

Annie is a Client Solutions Specialist at AndCo. She is responsible for the comprehensive quarterly reports and monthly flash reports for many of the firm’s public plan clients.

Prior to joining AndCo, she worked for an Investment Management firm; WHV Investment Management; in the Operations department as an operations analyst executing data reconciliation projects. Prior to WHV she worked for Milliman, Inc. as an investment analyst and conducted multiple manager searches, prepared Quarterly Reports, responded to RFPs, and participated in manager meetings. Prior to Milliman, Inc. she worked at Deutsche Bank as a Collateral Management and Risk Operations Analyst.