Executive Assistant Investment Banking

Lori Marias Weitz

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

Livingston, New Jersey 07039

718-***-**** · **********@*****.***

www.linkedin.com/in/lori-weitz

PROFESSIONAL SUMMARY

Financial Professional: extensive experience in the service, training, and sales of global financial houses. In-depth knowledge of investment banking management reporting, technology, and financial controls. Provides ongoing education to banking end-users with formal and ad hoc training and troubleshooting. A dedicated FinTech professional who enjoys teaching, analytics, and implementing cost savings. Areas of expertise:

·Investment Banking

·Global Equities

·End User Training

·Technology Sales & Servic

PROFESSIONAL EXPERIENCE

GOLDEN PARACHUTE TAX SOLUTIONS, Short Hills, NJ 08/2021 – 08/2022

Executive Assistant

·All day-to-day activities i.e. opening the office, answering phones, scanning, faxing.

·General assistant responsibilities i.e open/obtain all company related statements (financial, client related, or otherwise) and organize.

·New client data/information; responsible for obtaining all new client data necessary for our analyses (sent secure FTP link to clients for transmitting sensitive/confidential information).

·Once data files received, organized files accordingly, then entered data into proprietary complex spreadsheets for higher level analyses by senior members.

·Supported senior members in all areas i.e. updating status of new client(s) data, entering data received to allow senior members to focus more of their time on complex analytics and reporting.

THE KNOX GROUP WEALTH MANAGEMENT, Short Hills, NJ 08/2019 – 03/2020

Administrative/Office Manager

Manage and assist Financial Advisor with all office operations, client relations, business development.

·All day to day activities i.e. opening the office, answering phones, scanning, faxing.

·First point of contact for all client requests, questions, updates

·Developed and enhanced all clients correspondence.

·Onboarding all new clients – producing all forms necessary for the client to read and sign to transfer their account(s) over to the Knox Group.

·Submitting those documents to Equity Trust (Custodian)

·All client reporting and performance analysis.

THOMSON REUTERS, New York City 2006 - 2014

Client Training Executive, Focus Group Accounts

Managed client accounts for Morgan Stanley and Citigroup with service, sales, and training.

·Recognized as top 10 trainer and client specialist for core suite of Equity product offering.

·Developed, maintained, and nourished client relationships.

·Increased revenue and retained desktop licenses through onsite client sales campaigns.

·Supervised 100+ seats at Morgan Stanley Private Wealth supporting $3M annual revenue.

·Led competitive “rip out” of Bloomberg and implementation of Thomson Reuters for Morgan Stanley in London, yielding 40 new seats and $100,000 monthly new sales income.

·Documented client feedback and requirements for senior management and product development team to further penetrate product within account and properly service users.

·Customized user workspace for onsite training of Thomson Reuters across various market data systems including Reuters Station, Reuters Knowledge, and Reuters 3000 Xtra.

·Assisted other major account teams with special projects that leveraged technical skills and product expertise to meet client objectives.

·Provided internal training for new training executives and non-equity product specialists.

·Assisted senior management with analyzing client specific information and creating targeted sales campaigns based upon usage patterns and CRM data.

LEHMAN BROTHERS, INC., New York City 2004 - 2006

Associate Business Analyst, Global Equity Sales Reporting

Reported to head of Global Equities Trading to perform analysis on 100-person equities team.

·Envisioned and delivered new monthly sales performance presentation to all global heads of equities and their controllers and CFOs to analyze client profitability and determine bonuses.

·Generated weekly, monthly, and quarterly financial reports for senior management.

·Managed relationship with third party institutional performance service McLagan.

·Trained end-user clients on revenue reporting and expense management tracking system.

CIBC WORLD MARKETS, New York City 2001 - 2004

Associate, US Equities Business Management 2002 - 2004

Created business infrastructure for team of 55 finance professionals by implementing and enforcing new reports, technology, and cost saving measures.

·Reduced execution costs by 23% through new financial controls associated with execution venues, processing fees, third party systems, and technology allocations.

·Produced daily, weekly, and monthly metrics reports for loss ratios and trader performance.

·Decreased T&E expenses by developing system to monitor $500,000 monthly costs.

·Migrated client accounts to CRM software and equity reports to database.

·Designed third party vendor cost management controls for ECN deal negotiations.

·Studied for and passed Series 7 and Series 63 certification exams.

EDUCATION

·B.A., Economics, Muhlenberg College, Allentown, Pennsylvania, 2002

·Finance minor

SOFTWARE

·Microsoft Office Suite, Access, Visio, Adobe Connect, SQL, Quickbooks

·CRM Systems (Salesforce, Sieble, Proprietary)

·Thomson Reuters Market Data Products

CERTIFICATIONS

Notary Public

REFERENCES FURNISHED UPON REQUEST

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