Michelle Lopez has over 14 years of experience working in the financial industry as a service associate and licensing and contracting specialist with the New York Life Insurance Company. Her previous experiences included new agent contracting, agents licensing and appointments, and servicing new policies as well as spearheading projects for new implemented systems. She also worked closely with the management team on annual recruiting plans and was the assistant to the Managing Partner for the last 7 years.
After graduating from Cal State University Long Beach with a Bachelor of Arts in Sociology, Michelle worked at an elementary school and was a tutor for several years. She brings her love of history and cultures combined with her vast service-oriented knowledge to manage and facilitate processes for financial advisers, clients, and staff members.
“If you get tired learn to rest – not to quit.”
Trying new restaurants
Going to the beach
Hiking
Going to museums or art shows
Playing with her dog
Playing softball
Watch cooking shows and documentaries about biology and the living world
2020 Main Street, 10th Floor
Irvine, CA 92614
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Phone: (949) 797-2445
Fax: (949) 797-2448
pascalnguyen@pifsrp.com