Adam Stone Location
- Milwaukee, WI, US
Adam Stone Work
- 2024 -now President @
- 2024 -now Senior Vice President Investment Services @
- 2023 -2024 Executive Vice President - Investment Services @
- 2020 -2024 Vice President - ALM and Investments @
- 2020 -2023 Vice President - ALM and Investments @
- 2016 -2020 Manager @
- 2014 -2016 Senior Consultant @
- 2011 -2014 Senior Investment Analyst @
- 2006 -2011 Investment Analyst @
Adam Stone Education
- University of Wisconsin-Madison 2002-2006
Adam Stone Skills
- Portfolio Management
- Finance
- Credit
- Investments
- Financial Analysis
- Valuation
- Loans
- Economics
- Credit Analysis
- Risk Management
- Bloomberg
- Wealth Management
- Microsoft Office
- Microsoft Excel
- Investment Strategies
- Business Analysis
- Data Analysis
- Analytics
- Fixed Income
- Fixed Income Analysis
- Asset Management
- Asset Allocation
- Asset-backed Securitization
- Liquidity Management
- Liquidity Risk
- Liquidity Analysis
- Liquidity Solutions
- Treasury Management
- Treasury
- Treasury Services
- Liquidity
- Securities
- Securitization
- Securities Lending
- Securities Regulation
- Securities Market
- Financial Risk
- Credit Risk
- Risk Analysis
- Market Risk
- Fixed Income Portfolio Management
- Fixed Income Strategies
- LCR
- ALM
- Data Modeling
- Financial Reporting
- Financial Modeling
- Financial Markets
- Banking
- Investment Banking
- Asset Backed Securitization
Adam Stone Summary
- Adam Stone, based in Milwaukee, WI, US, is currently a President at QuantyPhi. Adam Stone brings experience from previous roles at Corporate Central Credit Union and QuantyPhi. Adam Stone holds a 2002 - 2006 University of Wisconsin-Madison. With a robust skill set that includes Portfolio Management, Finance, Credit, Investments, Financial Analysis and more. Adam Stone has 2 emails and 1 mobile phone numbers on RocketReach.
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