Adam Stern, Cfa Email & Phone Number
Who is Adam Stern, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Adam Stern, Cfa is listed as Investment Trading Specialist at Johnson Financial Group, a company with 1319 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Adam Stern, Cfa.
Adam Stern, Cfa previously worked as Mutual Fund Administrator at U.S. Bank Global Fund Services and Bucks Brand Ambassador at Milwaukee Bucks Inc.. Adam Stern, Cfa holds Bachelor'S Degree, Accounting And Finance from Wisconsin Lutheran College.
Email format at Johnson Financial Group
This section adds company-level context without repeating Adam Stern, Cfa's masked contact details.
Review company-level records connected to Adam Stern, Cfa before choosing the right outreach path.
About Adam Stern, Cfa
Experienced fund administrator with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Microsoft Excel, and other Microsoft Office products. Strong finance professional with a Bachelor's degree focused in Accounting and Finance from Wisconsin Lutheran College. CFA Charterholder.
Adam Stern, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Adam Stern, Cfa work experience
A career timeline built from the work history available for this profile.
Mutual Fund Administrator
CurrentPreparing SEC regulatory and financial statement filings.Processing invoices, coordinating fund expense authorizations, and updating expense analysis on funds, Monitoring fund compliance with regulatory guidelines, and preparing board of directors materials.
Bucks Brand Ambassador
Creating campus events, promoting the student discount program, and assisting other Brand Ambassadors of the Milwaukee Bucks.
Auditor
Perform cash and spot audits on concession stands and connect with managers when irregularities occurred. Responsible for handling cash transfers between stands and the bank or the cash room. High pace work environment where I am required to have strong time management skills.
Instuctional Design Assistant
Help Adult Graduate Studies and other faculty with online classes which include importing and designing online classes in Moodle and resolving problems faculty may have with one of Wisconsin Lutheran College's learning systems
Tax Intern
I assisted in preparation and filing of federal and state income tax returns during the busy season.As a tax intern, I had to communicate effectively with supervisors and co-workers about complications with tax returns so the returns would get done in time.
Crew Leader - Pollinator
I was in charge of a crew of 12 crew members in which I had to make sure that our daily jobs with excellence while keeping a positive and supportive attitude.
Colleagues at Johnson Financial Group
Other employees you can reach at johnsonbank.com. View company contacts for 1319 employees →
Joshua Johnson
Colleague at Johnson Financial GroupMilton, Wisconsin, United States, United States
View →
DF
Debra Federspiel
Colleague at Johnson Financial GroupCudahy, Wisconsin, United States, United States
View →
JC
Jake Corsbie
Colleague at Johnson Financial GroupGreater Chicago Area, United States
View →
SO
Susan O'Dea
Colleague at Johnson Financial GroupHalifax, Nova Scotia, Canada, Canada
View →
ID
Ingrid Davis
Colleague at Johnson Financial GroupGreater Milwaukee, United States
View →
SM
Stephan M. W. Meiklejohn
Colleague at Johnson Financial GroupJanesville, Wisconsin, United States, United States
View →
MT
Monica Tello
Colleague at Johnson Financial GroupKenosha, Wisconsin, United States, United States
View →
SB
Sylvia Bonertz
Colleague at Johnson Financial GroupPeoria, Arizona, United States, United States
View →
CT
Christine Teerlinck
Colleague at Johnson Financial GroupMilwaukee, Wisconsin, United States, United States
View →
JM
Jeremy Maricque
Colleague at Johnson Financial GroupGreater Milwaukee, United States
View →
Adam Stern, Cfa education
Frequently asked questions about Adam Stern, Cfa
Quick answers generated from the profile data available on this page.
What company does Adam Stern, Cfa work for?
Adam Stern, Cfa works for Johnson Financial Group.
What is Adam Stern, Cfa's role at Johnson Financial Group?
Adam Stern, Cfa is listed as Investment Trading Specialist at Johnson Financial Group.
Where is Adam Stern, Cfa based?
Adam Stern, Cfa is based in Milwaukee, Wisconsin, United States while working with Johnson Financial Group.
What companies has Adam Stern, Cfa worked for?
Adam Stern, Cfa has worked for Johnson Financial Group, U.S. Bank Global Fund Services, Milwaukee Bucks Inc., Delaware North, and Wisconsin Lutheran College.
Who are Adam Stern, Cfa's colleagues at Johnson Financial Group?
Adam Stern, Cfa's colleagues at Johnson Financial Group include Joshua Johnson, Debra Federspiel, Jake Corsbie, Susan O'Dea, and Ingrid Davis.
How can I contact Adam Stern, Cfa?
You can use AeroLeads to view verified contact signals for Adam Stern, Cfa at Johnson Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Adam Stern, Cfa attend?
Adam Stern, Cfa holds Bachelor'S Degree, Accounting And Finance from Wisconsin Lutheran College.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial