Robert Lupo Email and Phone Number
A successful student-athlete eager to begin a career in corporate finance with a company that rewards hard work and values collaborative leadership, integrity, diversity, performance, and improvement. An emerging Financial Analysis professional equipped with a wealth of experience achieving operational success through stellar team leadership, client relationship management, and the application of heightened policy and regulatory compliance. Developing abilities around designing and implementing process audits, compliance assessments, and mitigation plans to future-proof an organization and stakeholders. Highly skilled at driving best practices to deliver enhanced efficiency and profitability. A history of streamlining internal workflows to surpass client service objectives while providing exceptional customer support.Subscribing to the belief that healthy and dynamic societies are created in part by the collective efforts contributing time and resources to the common good, I have been involved in a variety of community development initiatives, including serving as a volunteer with various local food banks, shelters, and eyeglass collection and distribution initiatives.
Halkey-Roberts, A Nordson Medical Company
View- Website:
- HALKEYROBERTS.COM
- Employees:
- 125
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Halkey-Roberts, A Nordson Medical CompanySaint Petersburg, Fl, Us -
Fp&A Analyst - IcsNordson Corporation Aug 2024 - PresentWestlake, Oh, UsAs part of Nordson's Finance Leadership Development Program, I am currently in my first 6-month rotation as an FP&A Analyst for the Industrial Coating Systems (ICS) division located in Amherst, Ohio. -
Financial Planning And Wealth Management InternNorthwestern Mutual Feb 2023 - Jun 2023Milwaukee, Wi, UsServing the financial needs and objectives of more than 4.5 million clients, a Fortune 500 financial services firm where, in an intern role, I was tasked with:• Driving end-to-end growth strategies to drive new client acquisition; contributing to sales funnel development; proposal and pitch development to contract signing.• Achieving established sales and performance metrics.• Developing and applying an extensive knowledge of financial products and services while promoting specificofferings to meet client needs and requirements.• Conducting sales and product overview presentations and following up with prospective customers. -
Independent Life Insurance AgentTristate Financial Network Jul 2021 - Jan 2023Louisville, Kentucky, UsPromoting the products of leading carriers, including Foresters, Great Western Insurance, and Mutual of Omaha, I successfully:• Created personal sales targets and KPIs, regularly exceeding goals month on month.• Pre-qualified and analyzed prospects’ insurance needs, recommending coverage and key offerings.• Responded to a high volume of client calls, providing superior customer service. • Educated customers on insurance products and services.• Conducted ongoing SWOT analyses to position the company against competitive products and services. • Supported new agent talent acquisition and onboarding training activities.• Monitored the application, claims management, and documentation process to comply withindustry best practices and regulatory guidelines.• Articulated a progressive client engagement model to build trust and ensure account longevity. • Effectively addressed and resolved customer concerns and complaints. -
Project Management InternErie Insurance Group May 2022 - Aug 2022Erie, Pa, UsServicing over 6 million policies across 12 states, a publicly traded insurance provider where, working with the Finance, L&D, Investing, and Real Estate teams, I was tasked with:• Helping establish the major OneSpan Claims project framework, designing schedules and deliverables timetables.• Oversaw the seamless adoption and integration of the OneSpan e-signature platform to standardize and streamline the claims teams’ efficiency.• Uncovering User Stories and requirements to build out the foundation of the Erie Family Life project, chairing Scrum-style idea elicitation meetings to assess product and functionality feasibility.• Launching the Personality profile project, an initiative to capture leadership and performance best practices across the enterprise.• Supporting L&D development and program implementation, identifying and addressing procedural and structural impediments and project execution roadblocks. -
Product Inventory And Distribution ManagerZymeaffect May 2021 - Dec 2021A leading developer and provider of natural enzymes used in pool cleaning, septic, biopesticide, and agricultural operations. Key accountabilities revolved around:• Aligning inventory and logistics activities to product availability and revenue targets, working with the general manager to verify adherence to customer service targets.• Overseeing inbound and outbound freight management operations, updating records for accounting andfinance team review.• Contributing to effective Supply Chain operations through monitoring inventory levels and sales.• Providing comprehensive employee relations support, monitoring performance against establishedmetrics and performance expectations.• Conducting regular cycle counts to ensure WMS accuracy and update insurance documentation.
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Crewmate/DeckhandEdward John Lake Erie Fishing Charters Jun 2020 - Aug 2021A part-time role for a leading charter fishing company. Driving an elevated customer experience and promoting sales of fishing supplies and equipment, I:• Assisted with scheduling, preparation, and management of daily excursions.• Ensured full compliance with company and regulatory safety standards, verifying protective and lifesaving supplies were fully operable and functioning.• Coached customers on fishing techniques and and the use of equipment to locate fish• Responded to customer issues and concerns, resulting in increased bookings and overall service satisfaction
Robert Lupo Education Details
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The Ohio State UniversityFinance -
The Ohio State UniversityFinance
Frequently Asked Questions about Robert Lupo
What company does Robert Lupo work for?
Robert Lupo works for Halkey-Roberts, A Nordson Medical Company
What is Robert Lupo's role at the current company?
Robert Lupo's current role is ICS FP&A Analyst - Finance Leadership Development Program (FLDP).
What schools did Robert Lupo attend?
Robert Lupo attended The Ohio State University, The Ohio State University.
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