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Lori Weitz is listed as Market Data/Business Analyst based in Livingston, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Lori Weitz.
Lori Weitz previously worked as Client Trainer - Focus Group Accounts at Thomson Reuters and Private tutor at Advance & Achieve. Lori Weitz holds Ba, Economics from Muhlenberg College.
Solutions oriented professional that has leveraged training experience in financial services industry to enhance child education and development. Successfully work in team oriented environment with clear goals and objectives associated client advancement.Established market data and Sales & Trading professional with 9 years of client service experience supporting clients from a sell side trading and vendor perspectiveSpecialties: Client Training, Sales Reporting, Tutoring, Staff Training, Equities Trading
Listed skills include Client Training, Tutoring, Trading, Equities, and 6 others.
A career timeline built from the work history available for this profile.
New York, New York
- Responsible for desktop retention and assisting sales with revenue growth at the client site through targeted sales / training campaigns- Documented client feedback and requirements to senior management and product development team to further penetrate product with-in account and properly service user base- Created unique client experience through.
New York, New York
- Responsible for Equity sales reporting for the institutional equity trading area- Delivered weekly, monthly and quarterly deliverables to assist senior management with account assignments and commission goals- Presented revenue analysis to senior management outlining commission trends- Created new monthly sales package for evaluation of client.
New York, New York
- Created cost management controls for 3rd party vendors for all Global Equities- Developed cost management system for travel and entertainment expenses- Primary front-end user base support for web-based trade reporting application- Created various ad-hoc reports upon management request primarily using Access databases
Quick answers generated from the profile data available on this page.
Lori Weitz is listed as Market Data/Business Analyst.
Lori Weitz is based in Livingston, New Jersey, United States.
Lori Weitz has worked for Thomson Reuters, Advance & Achieve, Lehman Brothers Holdings Inc., and Cibc World Markets.
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Lori Weitz holds Ba, Economics from Muhlenberg College.
Lori Weitz is listed with skills including Client Training, Tutoring, Trading, Equities, Fixed Income, Powerpoint, Data Analysis, and Microsoft Excel.
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