Eric Lobo Email & Phone Number

Oakbrook Terrace, Illinois, United States

Landmark Wealth Group A private wealth advisory practice of Ameriprise Financial Services, LLCPlease visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Greater Chicago Area

Built a sole proprietorship piano teaching business from zero to 50+ clients per week within two years, with clients ranging from 5-70 years oldCreate engaging tailored lesson plans, which includes selecting and writing material to keep clients of all ages and skill levels motivated for in-person and virtual lessons Established YouTube channel showcasing piano covers and tutorials with over 2,000 engaged subscribers and 645,000 views (@ericlobopiano)

Delivery of long term project to select an outside vendor to replace our internal proprietary system. Creating proof of concept scenarios, evaluating vendor responses, then taking detailed notes on responses to present to a selection committee. Manage daily Futures and FX margin contracts from counter parties. Create excel payment models, verify counter party data, then post/call margin. Create monthly FX rolls spreadsheet, which hedges current investors funds and ensures proper settlement of new investor funds with outside administrators. Collect monthly RoR and NAV information from underlying hedge funds. Confirm information for accuracy, troubleshoot errors, then enter data into proprietary system which distributes statements to investors. Coordinate monthly hedge fund trading cycle. Review legal documents for subscriptions, redemptions, and transfers from our external administrators. Make changes to documents as necessary, then ensure delivery of documentation and funds. Input and review month end transaction data from trading cycle into internal systems. Contact underlying hedge funds regarding tax information, audited capital balances, and financial statements.

Managed and serviced multiple Bank Loan, CLO, and Total Return Swap portfolios, through Excel-based modeling techniques and collaborated with internal business units, including operations, treasury, and compliance, to proactively identify and resolve issuesSupervised four reporting analysts, overseeing interest, principal, P&L, financing, and trade-related data compilation. Generated and delivered monthly/quarterly reports and managed cash payments up to $10M, coordinating with investors, lenders, and counterparties.