Adam Van Ness

Adam Van Ness Email and Phone Number

Personal finance educator and financial literacy advocate @ NW Straits Financial Services
Adam Van Ness's Location
Bellingham, Washington, United States, United States
Adam Van Ness's Contact Details

Adam Van Ness work email

Adam Van Ness personal email

Adam Van Ness phone numbers

About Adam Van Ness

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.

Adam Van Ness's Current Company Details
NW Straits Financial Services

Nw Straits Financial Services

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Personal finance educator and financial literacy advocate
Adam Van Ness Work Experience Details
  • Nw Straits Financial Services
    Principal
    Nw Straits Financial Services Jan 2022 - Present
  • Unity Care Nw
    Treasurer - Board Of Directors
    Unity Care Nw Mar 2023 - Present
    Bellingham, Washington, Us
  • Self-Employed
    Educator
    Self-Employed Apr 2016 - Present
  • Russell Investments
    Global Head Of Investment Operations
    Russell Investments Dec 2013 - Apr 2016
    Seattle, Wa, Us
    Manages 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.
  • Russell Investments
    Senior Portfolio Manager
    Russell Investments Jul 2013 - Nov 2013
    Seattle, Wa, Us
    Responsible 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.
  • Russell Investments
    Head Of Implementation Services – Australia/New Zealand
    Russell Investments Jan 2011 - Jun 2013
    Seattle, Wa, Us
    Leads 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.
  • Russell Investments
    Portfolio Manager / Senior Portfolio Manager
    Russell Investments May 2005 - Jan 2011
    Seattle, Wa, Us
    Responsible 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.
  • U.S. Army
    Captain / Lieutenant, Project Manager
    U.S. Army Jun 1997 - Jun 2001
    Arlington, Virginia, Us
    Planned 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

Equities Fixed Income Derivatives Trading Financial Modeling Portfolio Management Asset Managment Valuation Financial Analysis Investments Risk Management Bloomberg Analysis Economics Cross Functional Team Leadership Asset Management Alternative Investments Asset Allocation Etfs Hedge Funds Mutual Funds Investment Management Securities Financial Markets Currency Capital Markets Investment Strategies

Adam Van Ness Education Details

  • University Of South Carolina Darla Moore School Of Business
    University Of South Carolina Darla Moore School Of Business
    Finance
  • Boston College
    Boston College
    General

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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