If you need more lookups,
subscriptions start at $34 USD/month.
Tony M Location
Scottsdale, AZ, US
Tony M Work
Director of Portfolio Management and Investment Operations @ (January 2025 - Present)
Treasurer @ (April 2022 - December 2024)
Director - Unified OneClient - Fixed Income @ (July 2020 - April 2022)
SVP, Senior Portfolio Manager and Advisor @ (November 2014 - July 2020)
Managing Director and Chief Investment Officer @ (January 2005 - October 2014)
Portfolio Manager @ (June 2002 - January 2005)
Associate Portfolio Manager @ Harris Bank & Trust (January 2000 - January 2002)
Analyst @ (January 1999 - January 2000)
Trading Operations @ Brinson Partners (January 1997 - January 1999)
Operations @ (January 1988 - January 1991)
Tony M Education
University of Chicago
MBA (Accounting, Economics, and Finance)
2002-2004
University of Illinois Chicago
B.S (Finance)
Tony M Skills
New Business Development
Team Leadership
Business Development
Budgeting
Series 65
Relationship Development
Presentations
Balance Sheet Review
ALCO
Strategy
Rebalancing
Investment Policy
Financial Advisory
Asset Allocation
Reporting Requirements
Interpersonal Skills
Free Cash Flow
Financial Management
Executive Leadership
Excel Modeling
Cash Flow Analysis
Due Diligence
Microsoft PowerPoint
Strategic Communications
Business Unit Management
Financial Institutions
Microsoft Office
Liquidity Risk Management
Leadership
Investment Portfolios
Interest Rate Risk Management
Financing
Cash Flow
Asset and Liability Management (ALM)
Analytical Skills
Treasury Management
Relationship Banking
Financial Risk Management
Financial Modeling
Cash Management
Attention to Detail
Cash Flow Forecasting
Financial Analysis
Portfolio Management
Credit Analysis
Capital Markets
Credit Risk
Asset Management
Fixed Income
Finance
Tony M Summary
Tony M, based in Scottsdale, AZ, US, is currently a Director of Portfolio Management and Investment Operations at Maricopa County. Tony M brings experience from previous roles at American Riviera Bank (arbv), UBS, FHN Financial and The PrivateBank & Trust Co. Tony M holds a 2002 - 2004 MBA in Accounting, Economics, and Finance @ University of Chicago. With a robust skill set that includes New Business Development, Team Leadership, Business Development, Budgeting, Series 65 and more. Tony M has 2 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Tony M?
Find contact details for 700 million professionals.