Senior Portfolio Manager, Fixed Income, LDI and Risk Management @ (February 2022 - June 2024)
Senior Manager, Investment Risk and Savings Plan Portfolio Manager @ (December 2019 - February 2022)
Director @ Guggenheim Investments (April 2015 - December 2019)
Vice-President @ Guggenheim Investments (September 2011 - April 2015)
Manager @ (September 2009 - September 2011)
Senior Associate @ (May 2006 - August 2009)
Associate @ (August 2004 - May 2006)
Supply Corps Officer @ (April 1999 - September 2003)
Phil Stephenson Education
University of Chicago
BA, Economics
DePaul Driehaus College of Business
MSA, Accounting
Phil Stephenson Skills
Financial Analysis
Financial Modeling
Asset Management
Financial Reporting
Auditing
IFRS
Accounting
Investments
Fixed Income
CPA
Microsoft Excel
Statistics
Business Intelligence (BI)
Data Analysis
Web Analytics
Tableau
QlikView
Office 365
Document Management
Databases
Phil Stephenson Summary
Phil Stephenson, based in Chicago, IL, US, is currently a Managing Director, Fixed Income, LDI and Risk Management at Exelon. Phil Stephenson brings experience from previous roles at Exelon and Guggenheim Investments. Phil Stephenson holds a BA, Economics @ University of Chicago. With a robust skill set that includes Financial Analysis, Financial Modeling, Asset Management, Financial Reporting, Auditing and more. Phil Stephenson has 2 emails and 3 mobile phone numbers on RocketReach.
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