Daniel J. Lomeli

Daniel J. Lomeli Email and Phone Number

Key Account Manager at M.S. Walker, Inc. @ M.S. Walker, Inc.
norwood, massachusetts, united states
About Daniel J. Lomeli

WSET Level 3 TastingWSET Level 2 Certification with MeritCraft Beer and Cider Specialist Equity Trading and ExecutionFormer NY State EMT-D

Daniel J. Lomeli's Current Company Details
M.S. Walker, Inc.

M.S. Walker, Inc.

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Key Account Manager at M.S. Walker, Inc.
norwood, massachusetts, united states
Website:
mswalker.com
Employees:
297
Daniel J. Lomeli Work Experience Details
  • M.S. Walker, Inc.
    Key Account Manager
    M.S. Walker, Inc. Sep 2019 - Present
    New Jersey
    Responsible for building, maintaining and expanding M.S. Walker’s presence in NJ market by focusing on established relationships and building new ones with the state’s top accounts. - Build, foster and create new strategic account alliances with all assigned on and off premise key accounts in NJ.- Manage the overall strategic account coverage, manage multiple key customer relationships with assigned accounts, drive sales volume and market share growth on an annual basis, and increase the distribution of M. S. Walker's products through implementation of sustainable long term account development strategies and partnerships.
  • Monsieur Touton Selection, Ltd.
    Northern/Central New Jersey Sales Manager
    Monsieur Touton Selection, Ltd. Apr 2017 - Jul 2019
    New Jersey
    Determine annual unit and gross-profit plans by implementing marketing strategies; analyzing trends and results.Establish sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products.Implement regional sales programs by developing field sales action plans.Maintain sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors.Work with brand managers and suppliers to establish and adjust selling prices by monitoring costs, competition, and supply and demand.Maintain and manage New Jersey sales staff by recruiting, selecting, orienting, and training employees.Maintain New Jersey sales staff job results by counseling, assisting and aiding sales force ; planning, monitoring, and appraising job results.Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.Contribute and lead team effort by accomplishing related results as needed.
  • Vine Street Imports
    New Jersey Key Account Manager
    Vine Street Imports Mar 2016 - Mar 2017
    Mt. Laurel New Jersey
    Key Account Manager with national importer/distributor. Responsible for expanding Vine Street’s presence in northern NJ market by focusing on established relationships and proper accounts. Dealing with only net 30 accounts, no COD. Proven partner to my accounts which in turn breeds extreme loyalty to me. Increased overall territory sales by ~35%.- Build, foster and create new strategic account alliances with all assigned on and off premise key accounts in NJ.- Manage the overall strategic account coverage, manage multiple key customer relationships with assigned accounts, drive sales volume and market share growth on an annual basis, and increase the distribution of Vine Street's fine wines through implementation of sustainable long term account development strategies.- Coordinate merchandising of assigned accounts with monthly display and sales programming, while increasing the volume and distribution of Vine Street's portfolio.- Manage all aspects of sales, merchandising, and customer service, to assigned on and off-premise accounts in all applicable NJ counties with the intent to develop and promote corporate sales goals and brand growth.
  • Aviva Vino
    Nj State Sales Manager Fine Wine Consultant
    Aviva Vino Sep 2014 - Feb 2016
    New Jersey
    - Build, foster and create new strategic account alliances with all assigned on and off premise key accounts in NJ.- Manage the overall strategic account coverage, manage multiple key customer relationships with assigned accounts, drive sales volume and market share growth on an annual basis, and increase the distribution of Aviva Vino's fine wines through implementation of sustainable long term account development strategies.- Coordinate merchandising of assigned accounts with monthly display and sales programming, while increasing the volume and distribution of Aviva Vino's portfolio.- Manage all aspects of sales, merchandising, and customer service, to assigned on and off-premise accounts in all applicable NJ counties with the intent to develop and promote corporate sales goals and brand growth.
  • Allied Beverage Group
    Field Sales Manager
    Allied Beverage Group Mar 2012 - Jun 2014
    Carlstadt, Nj
    - Managed 27 top sales reps for all of northern and central New Jersey while increasing overall sales volume.- Managed all aspects of wine, liquor and beer sales, merchandising, and customer service, to assigned on and off-premise accounts in all central northern NJ counties with the intent to develop and promote company priorities.- Managed the overall assigned strategic account coverage, managed multiple key customer relationships with assigned accounts, drove sales volume and market share growth on an annual basis, and increased the distribution of exclusive products through implementation of sustainable long term account development strategies.- Coordinated the merchandising of assigned accounts with key supplier monthly display and sales programming, while increasing the volume and distribution of divisional exclusives, and the market share of non-exclusive brands through floor, shelf, well, and cold-box management.- Developed key supplier relationships to create support, resources, and materials for key accounts to implement brand based staff training, promotions, brand education seminars, WBTG programs, wine lists, drink menus, food pairing menus, stockroom, back bar, and well management and liaison with multiple promotional companies to manage the execution of on-premise promotional events.- Managed assigned account relationships with suppliers, sales management, customer service, credit compliance, POS, and shipping; expanded account base for the development of exclusive brands through new account canvassing and exclusive brand introduction and education.
  • Meridian Equity Partners Inc.
    Vice President - Institutional Sales Trader
    Meridian Equity Partners Inc. Mar 2006 - Mar 2012
    Greater New York City Area
    Institutional Sales Trader at premiere boutique broker/dealer. One of largest NYSE floor operations specializing in best executions, quantitative research, option analytics, corporate access, prime broker, capital placement and DMA platforms.• Managed multiple million-dollar hedge fund and mutual fund customer relationships.• Responsible for best equity and option order trade execution and risk management.• Design, research and develop daily alpha generating trade ideas with negligible risk profiles.Selected accomplishments:• Designed, formatted and instituted daily research reports. ie: corporate buybacks, daily quantitative sector analysis.• Top performer in introducing, and bringing in, new relationships to the firm through the initiated corporate access program.• Acted as Compliance Analyst assisting the firm's Compliance officer in all facets of his duties ie: regulatory inquiries, trading audit trail, proper customer documentation etc.
  • James J. Lomeli Inc.
    Vice President - Institutional Sales Trader
    James J. Lomeli Inc. Feb 2004 - Mar 2006
    Greater New York City Area
    • Institutional Sales Trader/NYSE Floor Broker and Partner with brother in NYSE independent floor brokerage business. Covered over 20 institutional and bulge bracket firms on floor of NYSE. • Responsible for best trade execution and risk management on all orders and positions. Was one of only few brokers permitted to execute block trades on behalf of multiple institutions.
  • Lehman Brothers Inc
    Vice President - Institutional Sales Trader
    Lehman Brothers Inc Dec 1997 - Feb 2004
    Greater New York City Area
    Institutional Sales Trader at one of world's largest broker/dealers. One of largest NYSE floor operations specializing in best executions, quantitative research, option analytics, corporate access, prime broker, capital placement and DMA platforms.• Managed multiple institutional, million-dollar hedge fund and mutual fund customer relationships.• Responsible for best equity and option order trade execution.• Design, research and develop daily alpha generating trade ideas with negligible risk profiles.Selected accomplishments:• Responsible for daily risk management of internal stock positions and had authority to trade those positions as I saw fit.• Was one of only two brokers permitted to liaise and meet with internal institutional buy-side accounts.
  • Salomon Brothers
    Senior Assistant Trader
    Salomon Brothers Jun 1992 - Dec 1997
    Greater New York City Area
    • Managed multiple institutional, million-dollar hedge fund and mutual fund customer relationships.• Responsible for best equity and option order trade execution.• Responsible for daily risk management of internal stock positions.• Managed 15 Junior Trading Assistant personnel.

Daniel J. Lomeli Skills

Equities Trading Options Equity Trading Series 7 Series 63 Securities Derivatives Electronic Trading Hedge Funds Etfs Equity Derivatives Financial Markets Series 24 Alternative Investments Investments Portfolio Management Trading Systems Mutual Funds Bloomberg Fixed Income Financial Services Capital Markets Trading Strategies Wealth Management Financial Risk Asset Management Hedging Finra Technical Analysis Asset Allocation Proprietary Trading Fx Options Uniform Combined State Law Investment Advisory Bonds Relationship Management Strategy Investment Strategies Sales Wine Management Sales Management Options Strategies Food Pairing Risk Management

Daniel J. Lomeli Education Details

Frequently Asked Questions about Daniel J. Lomeli

What company does Daniel J. Lomeli work for?

Daniel J. Lomeli works for M.s. Walker, Inc.

What is Daniel J. Lomeli's role at the current company?

Daniel J. Lomeli's current role is Key Account Manager at M.S. Walker, Inc..

What is Daniel J. Lomeli's email address?

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What is Daniel J. Lomeli's direct phone number?

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What schools did Daniel J. Lomeli attend?

Daniel J. Lomeli attended State University Of New York At Stony Brook, Stony Brook University.

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Daniel J. Lomeli has interest in Children, Education, Ice Hockeylacrosse, Science And Technology, Animal Welfare, Ice Hockey Lacrosse, Health.

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Daniel J. Lomeli has skills like Equities, Trading, Options, Equity Trading, Series 7, Series 63, Securities, Derivatives, Electronic Trading, Hedge Funds, Etfs, Equity Derivatives.

Who are Daniel J. Lomeli's colleagues?

Daniel J. Lomeli's colleagues are Jeffrey Mancinho, Seth Ferris, Matt Callahan, Melina Catelli, Ken Schneid, Gordon Ferris Ii, Curtis Wickline.

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