David Stephens Email & Phone Number
Managing Director and Credit Product Executive @ Bank of America
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David Stephens Location
- New York, United States
David Stephens Work
- 2009 -now Managing Director and Credit Product Executive @
- 2001 -2008 Managing Director @
- 2000 -2001 Vice President @ eBondtrade.com
- 1995 -2000 Managing Principal @ Stephens, McCarthy, Kuenzel & Caldwell, Ltd.
David Stephens Education
- Southern Methodist University
BBA (Finance, Economics)
1981-1983 - University of Michigan
(Engineering)
1977-1980
David Stephens Skills
- Investment Banking
- Municipalities
- Capital Markets
- Trading Strategies
- Credit Risk
- Municipal Bonds
- municipal credit provisioning
- Credit
- Fixed Income
- Structured Products
- Portfolio Management
- Options
- Equity Research
- Series 24
- Structured Finance
- Bonds
- Financial Structuring
- Financial Markets
- Private Equity
- Securities
- Alternative Investments
- Series 7
- Mutual Funds
- Derivatives
- Financial Modeling
- Wealth Management
- Electronic Trading
- FINRA
- Interest Rate Swaps
- Strategic Planning
- Program Management
- Risk Management
- Product Management
- Management
- Project Management
David Stephens Summary
- David Stephens, based in New York, United States, is currently a Managing Director and Credit Product Executive at Bank of America. David Stephens brings experience from previous roles at Merrill Lynch, eBondtrade.com and Stephens, McCarthy, Kuenzel & Caldwell, Ltd.. David Stephens holds a 1981 - 1983 BBA in Finance, Economics @ Southern Methodist University. With a robust skill set that includes Investment Banking, Municipalities, Capital Markets, Trading Strategies, Credit Risk and more. David Stephens has 2 emails on RocketReach.
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