Stephen Lupton

• 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.

• 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.

• 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.

• 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

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

Received a certificate of completion for a Geography of Europe course