Stephen Lupton Email & Phone Number

San Diego, California, United States

San Diego, California, United States

Washington, District Of Columbia, United States

Baltimore, Maryland Area

• Collaborate with international, cross-functional teams to resolve trade errors for the largest Institutional Clients.• Oversee foreign exchange movements for over 100 accounts, ensuring no deficits are recorded.• Lead team in evaluating North American client procedures and deliver opportunities for improved efficiency to LEAN supervisor.• Certify that trades are compliant with commission rates outlined in client-broker agreements.• Reconcile client statements to ensure trades and foreign exchange movements are reported accurately.• Designed a proprietary bulk upload tool, automating a manual cash entry process, reducing time spent by over an hour.• Modify procedural documents on a weekly basis to confirm accuracy prior to internal distribution.

Baltimore, Maryland

• Assisted Fixed Income Traders daily with adjustments to over 100 orders input by financial advisors.• Provided Senior Management with monthly trend reports for processed trade adjustments. • Reconciled house trading accounts daily, assuring no position or cash variances.• Originated, developed, and presented additional opportunities for system enhancements weekly through a firm-wide LEAN initiative.• Spearheaded a team of twelve, based in Mexico, as part of an outsourcing firm initiative.• Trained new team members on organizational procedures and protocol.

Baltimore, Maryland

• Participated in the development of innovative marketing materials to grow brand awareness.• Piloted competitive research to identify trends and model the contemporary brand strategy.• Monitored and maintained WTCI’s social media presence • Operated as liaison for event planning, management, and logistics.• Implemented website updates reflective of current marketing strategies.

Towson, Maryland

• Assisted in creating marketing plans for women’s golf, women’s soccer, and field hockey• Analyzed data to determine which promotions will bring in the largest crowds for various sports• Executed 5-6 in-game promotions for basketball and lacrosse per game within strict time constraints• Researched and evaluated other universities promotions• Assisted in set-up and break down

Bachelor'S Degree, Business Administration

Majored in Business Administration with a focus on International Business. Also completed a minor in Marketing.

Certificate, Geography, A

Received a certificate of completion for a Geography of Europe course