Daniel J. Lomeli Email & Phone Number
Key Account Manager @ M.S. Walker, Inc.
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Daniel J. Lomeli Location
- Morristown, NJ, US
Daniel J. Lomeli Work
- 2019 -now Key Account Manager @
- 2017 -2019 Northern and Central New Jersey Sales Manager @
- 2016 -2017 New Jersey Key Account Manager @
- 2014 -2016 NJ State Sales Manager Fine Wine Consultant @ Aviva Vino
- 2012 -2014 Field Sales Manager @
- 2006 -2012 Vice President - Institutional Sales Trader @
- 2004 -2006 Vice President - Institutional Sales Trader @ James J. Lomeli Inc.
- 1997 -2004 Vice President - Institutional Sales Trader @ Lehman Brothers Inc
- 1992 -1997 Senior Assistant Trader @ Salomon Brothers
Daniel J. Lomeli Education
- State University of New York at Stony Brook
(Criminal Justice)
1984-1985 - Stony Brook University
Daniel J. Lomeli Skills
- Equities
- Trading
- Options
- Equity Trading
- Series 7
- Series 63
- Securities
- Derivatives
- Electronic Trading
- Hedge Funds
- ETFs
- Equity Derivatives
- Financial Markets
- Series 24
- Alternative Investments
- Investments
- Portfolio Management
- Trading Systems
- Mutual Funds
- Bloomberg
- Fixed Income
- Financial Services
- Capital Markets
- Trading Strategies
- Wealth Management
- Financial Risk
- Asset Management
- Hedging
- FINRA
- Technical Analysis
- Asset Allocation
- Proprietary Trading
- FX Options
- Uniform Combined State Law
- Investment Advisory
- Bonds
- Relationship Management
- Strategy
- Investment Strategies
- Sales
- Wine
- Management
- Sales Management
- Options Strategies
- Food Pairing
- Risk Management
- Leadership
- Positioning
- Brokerage
- Direct Market Access
- Institutional Sales
- Introducing
- Dec Alpha
- Temporary Placement
- Meridian
- Design
- CRM
- Polished
- Education
- Nyse
- Reports
- Strategies
- Progression
- Exceeding Customer Expectations
- Research
- Shares
- Capital
- Analysis
- Written
- Premiere
- Boutique
- Floors
- Communication
- Best Execution
- New Relationships
- Institutions
- Operations
- Quantitative Research
- Analytics
- Brokers
- Presentations
- Responsibility
- Manage Multiple
- Internet Explorer
- Rapport
- Top Performer
- Executions
- 63 Licenses
- Profiles
- AIM
- Platforms
- Staff Development
- Risk
- Evaluation
- Traders
- Dealers
Daniel J. Lomeli Summary
- Daniel J. Lomeli, based in Morristown, NJ, US, is currently a Key Account Manager at M.S. Walker, Inc.. Daniel J. Lomeli brings experience from previous roles at Monsieur Touton Selection, Ltd., Vine Street Imports, Aviva Vino and Allied Beverage Group. Daniel J. Lomeli holds a 1984 - 1985 State University of New York at Stony Brook. With a robust skill set that includes Equities, Trading, Options, Equity Trading, Series 7 and more. Daniel J. Lomeli has 3 emails and 3 mobile phone numbers on RocketReach.
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