Tony M Email & Phone Number
Director of Portfolio Management and Investment Operations @ Maricopa County
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Tony M Location
- Scottsdale, AZ, US
Tony M Work
- 2025 -now Director of Portfolio Management and Investment Operations @
- 2022 -2024 Treasurer @
- 2020 -2022 Director - Unified OneClient - Fixed Income @
- 2014 -2020 SVP, Senior Portfolio Manager and Advisor @
- 2005 -2014 Managing Director and Chief Investment Officer @
- 2002 -2005 Portfolio Manager @
- 2000 -2002 Associate Portfolio Manager @ Harris Bank & Trust
- 1999 -2000 Analyst @
- 1997 -1999 Trading Operations @ Brinson Partners
- 1988 -1991 Operations @
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.
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