Adam Van Ness Email and Phone Number
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Adam Van Ness is a Personal finance educator and financial literacy advocate at NW Straits Financial Services. He possess expertise in equities, fixed income, derivatives, trading, financial modeling and 22 more skills.
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PrincipalNw Straits Financial Services Jan 2022 - Present -
Treasurer - Board Of DirectorsUnity Care Nw Mar 2023 - PresentBellingham, Washington, Us -
EducatorSelf-Employed Apr 2016 - Present
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Global Head Of Investment OperationsRussell Investments Dec 2013 - Apr 2016Seattle, Wa, UsManages the global investment operations team. Coordinates the firm's operations activities with management of internal and outside organizations (e.g., clearing firms, regulatory agencies, independent auditors) and key distribution partners. Leads execution of strategic priorities by translating those priorities into mid-term operational plans across the Physicals, Derivatives, Reconciliation, and Client Operations functional teams. -
Senior Portfolio ManagerRussell Investments Jul 2013 - Nov 2013Seattle, Wa, UsResponsible for the growth, daily product delivery, risk management and associate management of Russell’s transition management offering. Continued oversight of Implementation team based in Sydney, Australia. -
Head Of Implementation Services – Australia/New ZealandRussell Investments Jan 2011 - Jun 2013Seattle, Wa, UsLeads the Implementation Services team for Australia and New Zealand. Responsible for the growth, daily product delivery, risk management and associate management of Russell’s implementation business in the region. Team consists of the exposure management (policy implementation, custom rebalance overlay, passive currency overlay), specialty asset management (transition management, interim portfolio management, model-driven investing), and execution management (commission recapture, global trading) businesses. Russell’s implementation services’ mandate is to achieve the most efficient risk-adjusted return for fund fiduciaries’ total plan assets. -
Portfolio Manager / Senior Portfolio ManagerRussell Investments May 2005 - Jan 2011Seattle, Wa, UsResponsible for management of successful client outcomes. Charged with success in developing, managing, and implementing global portfolio transition strategies for global clients.Portfolio management: managing country and currency exposures, employing risk management techniques, implementing efficient trading methodologies, global securities transactions and settlement issues across all asset classes (equity, fixed income, derivatives, foreign exchange, and swaps). Executed in excess of $33bn in net principal traded and over $16mm in revenue across Defined Benefit, Defined Contribution, Non-ERISA, ERISA, foundations, public and private plans. Responsible for the majority, and largest, of Russell's external transition management clients. -
Captain / Lieutenant, Project ManagerU.S. Army Jun 1997 - Jun 2001Arlington, Virginia, UsPlanned and carried out a 3,000 member division partnership program with Germany, France, the United Kingdom, Italy, and the Czech Republic. Trained and ensured the readiness of 30 subordinate officers that involved team training and development programs. Advised senior officers on civil-military operations and foreign nation relations.• Division earned six US Army Europe annual awards for partnership.• Received accolade and award from head of division for coordinating successful high visibility cross-border events. • Selected as one of two personnel from the division to attend an elite, six week army leadership course at the John F. Kennedy Special Warfare Center, Civil Affairs.• Managed the readiness, training, physical fitness, welfare, morale and discipline of 55 soldiers.• While platoon leader, platoon won two annual battalion level competitions.• Responsible for the operational readiness, accountability and tactical employment of $5 million in supplies and equipment.
Adam Van Ness Skills
Adam Van Ness Education Details
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University Of South Carolina Darla Moore School Of BusinessFinance -
Boston CollegeGeneral
Frequently Asked Questions about Adam Van Ness
What company does Adam Van Ness work for?
Adam Van Ness works for Nw Straits Financial Services
What is Adam Van Ness's role at the current company?
Adam Van Ness's current role is Personal finance educator and financial literacy advocate.
What is Adam Van Ness's email address?
Adam Van Ness's email address is ad****@****ail.com
What is Adam Van Ness's direct phone number?
Adam Van Ness's direct phone number is (206) 505*****
What schools did Adam Van Ness attend?
Adam Van Ness attended University Of South Carolina Darla Moore School Of Business, Boston College.
What are some of Adam Van Ness's interests?
Adam Van Ness has interest in Economic Empowerment, Science And Technology, Bagheera Ii (Sailboat) Crewports Of Call, 500 Nautical Milesseptember 2001, 500 Nautical Miles September 2001, March 2002, Caribbeansailed Over 3, Caribbean Sailed Over 3.
What skills is Adam Van Ness known for?
Adam Van Ness has skills like Equities, Fixed Income, Derivatives, Trading, Financial Modeling, Portfolio Management, Asset Managment, Valuation, Financial Analysis, Investments, Risk Management, Bloomberg.
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