2001 - 2016 First Vice President, Financial Advisor, Team Leader @ Morgan Stanley
2002 - 2005 Exam Grader, Research and Statistical Analyst @ CFA Institute
1997 - 2001 First Vice President, Assistant Manager @ Wachovia, A Wells Fargo Company
1994 - 1997 Assistant Vice President @ J.C. Bradford
Skip Stone Education
Georgia State University - J. Mack Robinson College of Business
MBA (Finance)
1997 - 1999
Denison University
Bachelor’s Degree (BA, Economics & BA, English Literature)
1988 - 1992
The American University of Paris
(Political Science and French)
1991 - 1991
American University
(Political Science)
1988 - 1988
The Groton School
1983 - 1988
Skip Stone Skills
Alternative Investments
Asset Allocation
Investments
Mutual Funds
Portfolio Management
Retirement Planning
Series 7
Wealth Management
Asset Management
Equities
Skip Stone Summary
Skip Stone, based in Atlanta, GA, US, is currently a Head of Finance at Prime Ledger. Skip Stone brings experience from previous roles at SecureAxxess, Morales & Co., RocketFrac Services Ltd. and Register Financial Advisors. Skip Stone holds a 1997 - 1999 MBA in Finance @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Investments, Mutual Funds, Portfolio Management and more. Skip Stone has 1 emails and 1 mobile phone numbers on RocketReach.
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