Ben Lupo

Commission Management Consultant @Liquidnet

New York, NY, US

EMAILS

b••••@liquidnet.com

MOBILE NUMBERS

+15•••••••66

Reveal Contact Details

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WORK HISTORY

May 2021 — Present

Commission Management Consultant @Liquidnet

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NY, US

EDUCATION

1980 — 1984

Nassau Community College

B.A.

SKILLS

DerivativesMiddle OfficeHedge FundsSeries 63Broker AggregationCommissioning ManagementFinancial ServicesCrmCommission Management ServicesBondsIrpTrading SystemsSecuritiesCustomer Relationship Management (Crm)Electronic TradingCapital MarketsSeries 7Financial MarketsIndependent ResearchSell SideBloombergSoft DollarsClient Relationship ManagerBack OfficeAsset AllocationMutual FundsResearchEquitiesManage Client Relationships

ABOUT BEN LUPO

Currently looking for new opportunities in Financial Services especially in Commission Management Services. Also looking to transition into Healthcare Administration, Finance or Operations.Revenue Management Services / Client Relationship ManagerHighly motivated sales representative with a proven track record of delivering results and hitting targeted sales budgets. Managed an Institutional Book of 70 Hedge Funds and 30 Investment Advisors. Experienced Client Relationship Manager with demonstrated success with client facing responsibilities.Proficient in the sound financial management of global financial services businesses with an extensive background in research budgeting, commission wallet optimization and regulatory guidelines relating to Equity Research products. Enterprise level management experience in brokerage-based operations and processes including pre-/ post-trade / settlement from Front to Back Office.Well versed in CRM and commission management system design, development and implementation.

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