Adam Stern, Cfa
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Adam Stern, Cfa Email & Phone Number

Investment Trading Specialist at Johnson Financial Group
Location: Milwaukee, Wisconsin, United States 7 work roles 1 school
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Current company
Role
Investment Trading Specialist
Location
Milwaukee, Wisconsin, United States
Company size

Who is Adam Stern, Cfa? Overview

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Quick answer

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.

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Email format at Johnson Financial Group

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Johnson Financial Group

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Profile bio

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.

Current workplace

Adam Stern, Cfa's current company

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Johnson Financial Group
Johnson Financial Group
Investment Trading Specialist
Milwaukee, WI, US
Website
Employees
1319
AeroLeads page
7 roles

Adam Stern, Cfa work experience

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Mutual Fund Administrator

Current

Milwaukee, Wisconsin, United States

Preparing 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.

Jun 2020 - Present

Bucks Brand Ambassador

Milwaukee, WI

Creating campus events, promoting the student discount program, and assisting other Brand Ambassadors of the Milwaukee Bucks.

Aug 2019 - Apr 2020

Auditor

Milwaukee, WI

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.

Jun 2019 - Mar 2020

Instuctional Design Assistant

Greater Milwaukee Area

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

Aug 2017 - May 2019

Tax Intern

Waukesha, WI

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.

Jan 2019 - Apr 2019

Crew Leader - Pollinator

Waco, NE

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.

Jul 2012 - Aug 2018
Team & coworkers

Colleagues at Johnson Financial Group

Other employees you can reach at johnsonbank.com. View company contacts for 1319 employees →

1 education record

Adam Stern, Cfa education

FAQ

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.

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