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Project Manager Sales

Location:
Wyckoff, NJ
Posted:
February 18, 2014

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Resume:

Stacey L. Lopis

*** ****** *****

Franklin Lakes, NJ 07417

Cell: 201-***-****

E-mail: ***********@***.***

Summary:

Through experience I have obtained exceptional business acumen. I am adept

and comfortable at assessing organizational goals and implementing strategies to

ensure both day-to-day and long-term objectives are met. I am also an outstanding

leader who inspires co-workers and builds strong working relationships with diverse

range of colleagues in both individual and team settings. I also have built and retained

on-going relationships with extensive and note-worthy clientele. I can prioritize a heavy

workload in fast-paced, deadline-oriented environments. I am also a proficient and

skilled communicator with clients new and old, assisting them to invest confidently if a

market is new to them. I have vast experience working with hedge funds, pensions, and

buy- and sell-side firms. Lastly I have a comprehensive understanding of industry

regulations.

Licenses: 7, 63, 55, 24

Professional Experience:

Director of Operations- Blam! & Blam.com - (2012; Jun-Oct/ Third Quarter)

New York City & Home Based Operations

• Product Development

• Researched laboratories and FDA requirements while and opening and maintaining

steady communications

• Completed product placement & researched distribution

• Educated self with up-to-date EIN & SKU regulations

• Contacted retail sales sources

• Completed “Product to fulfillment”, including cost analysis / price per unit

*Assignment is on hold due to trademark declination until further notice (Feb. 2013)

Principal at Bass Trading (BTIG) - (Apr. 2003- Dec. 2006) New York, NY

• Opened and maintained new broker and client accounts for risk and P&L controls

• Obtained appropriate locates for stock loans

• Checked trade documentation ensuring all transactions were executed in compliance

with regulatory requirements and internal guidelines

(Principal at Bass Trading duties cont.)

• Opened new institutional/hedge fund accounts, while simultaneously updating and

maintaining instructions on existing accounts

Senior Vice President at Goldman Sachs - (Mar. 2001-Dec. 2003) New York,

NY

• Assisted sales trading forces and developed institutional and hedge fund client

relationships while expanding the client base through quality of execution and

competitive commission rates

• Utilized pre/post-trade and transactional cost analyses of US equity products

• Acted as a “project manager” for both marketing activities and transactions, deciding

structure of presentations

• Managed and upheld outstanding client relations utilizing stellar networking skills

Senior Vice President at Speerheads & Kellogg - (1995- Jan. 2001) Jersey

City, NJ

• On live engagements managed the client, managed the senior bankers and managed

desk including the analysts and associates that were running deals

• Formed and sustained valuable relationships with clients

• Expanded client development and added valuable input concerning marketing

Assistant trader to Head Trader / Market Maker at Cantor Fitzgerald (1991-

1995) World Trade Center, New York City, NY

• With agility and confidence, helped quickly and efficiently accept risk of holding specific

shares in order to facilitate trading in a highly professional manner

• Successfully competed for customer order flow by displaying buy and sell quotations for

guaranteed shares on a regular basis

• Facilitated an extremely fast pace environment to ensure success for both client and

firm by immediately selling own inventory and/or simultaneously seeking and obtaining

an offsetting order

• Familiarized efficiently with OTC and Nasdaq markets, and additionally several NYSE

enterprises

Education:

1988-1990- Susquehanna University ; Selinsgrove, PA

Sigmund Weis School of Business: Bachelor of Science in Finance - grad.

w/ Honors 1990

*References available upon request*



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