If you need more lookups,
subscriptions start at $34 USD/month.
Adam Stone Location
Milwaukee, WI, US
Adam Stone Work
President @ (March 2024 - Present)
Executive Vice President - Investment Services @ (January 2023 - March 2024)
Vice President - ALM and Investments @ (May 2020 - January 2023)
Senior Vice President Investment Services @ (March 2024 - Present)
Vice President - ALM and Investments @ (May 2020 - March 2024)
Manager @ (April 2016 - May 2020)
Senior Consultant @ (April 2014 - April 2016)
Senior Investment Analyst @ (July 2011 - April 2014)
Investment Analyst @ (October 2006 - July 2011)
Adam Stone Education
University of Wisconsin-Madison
Bachelor of Arts (B.A.) (Economics)
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 QuantyPhi and Corporate Central Credit Union. Adam Stone holds a 2002 - 2006 Bachelor of Arts (B.A.) in Economics @ 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 2 mobile phone numbers on RocketReach.
Looking for a different Adam Stone?
Find contact details for 700 million professionals.