Dean Speer

Dean Speer Email and Phone Number

Market Strategist, Investment Manager, Fiduciary Adviser @ Ironshore Financial, LLC
Dean Speer's Location
United States, United States
Dean Speer's Contact Details

Dean Speer work email

Dean Speer personal email

n/a
About Dean Speer

As Managing Member of Ironshore Financial, LLC, Dean delivers fiduciary expertise to retirement plan sponsors, administrators and other plan advisors. He is also well versed in all aspects of personal financial planning, making him an ideal professional to guide individuals toward successful retirement outcomes. Dean's depth and breadth of experience in finance & investments is built upon a strong academic record, Big Four multi-discipline service, mutual fund portfolio management and a number of other senior leadership positions in industry.Designations: Chartered Financial Analyst, Certificate in Investment Performance Measurement, Certified Plan Fiduciary Analyst

Dean Speer's Current Company Details
Ironshore Financial, LLC

Ironshore Financial, Llc

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Market Strategist, Investment Manager, Fiduciary Adviser
Dean Speer Work Experience Details
  • Ironshore Financial, Llc
    Market Strategist, Investment Manager, Fiduciary Adviser
    Ironshore Financial, Llc Apr 2018 - Present
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  • Interserv, Llc
    President & Chief Operating Officer
    Interserv, Llc Dec 2014 - Apr 2018
    Mobile, Al
  • Interserv, Llc
    Managing Director
    Interserv, Llc Mar 2011 - Dec 2014
    Mobile, Al
  • Dailyaccess Corporation
    Vice President Of Accounting & Finance, Cfo
    Dailyaccess Corporation Mar 2011 - Mar 2015
  • Hsbc Bank (Cayman) Limited
    Treasury Manager
    Hsbc Bank (Cayman) Limited Nov 2009 - Sep 2010
    Head of Treasury and ALM for HSBC Bank in Grand Cayman, Cayman Islands.
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  • Stableriver Capital Management
    Director/Portfolio Manager
    Stableriver Capital Management Jun 2001 - Nov 2009
    Responsibilities include portfolio management of money market mutual funds and separate accounts, new business development and client service.Senior Portfolio Manager for six taxable money market funds and four separately managed account relationships with assets totaling more than $20 billion.Creative designer of a database tool instrumental to the modeling, management and reporting of the general purpose taxable money market funds.Top new business producer in the Liquidity Group for three consecutive years with average annual new business production of almost $570,000.
  • Stetson University
    Director Of Finance
    Stetson University Feb 1997 - Apr 2001
    Leadership responsibility included oversight of Accounting and Budgeting, Treasury, Endowment & Restricted Funds, and financial and tax reporting for multi-campus operations having an annual operating budget of more than $75 million.Leader of accounting system implementation team for campus-wide Oracle database application conversionSpearheaded zero-based budgeting processRe-engineered business processes in the Finance OfficeOversight of a $125 million endowment
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  • Cnl
    Sr. Accountant
    Cnl Dec 1994 - Sep 1996
    Responsibilities included accounting, financial reporting and tax reporting for Real Estate Investment Trusts and Limited Partnerships - including SEC filings (10K, 10Q), prospective financial statements for Private Placement Memoranda, and review of partnership agreements, operating agreements & leases.
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  • Coopers & Lybrand
    Sr. Associate
    Coopers & Lybrand Dec 1987 - Dec 1994
    Three and one-half years of auditing experience involving a broad range of industries including Title Insurance, Real Estate Investment Trusts & Limited Partnerships, Hospitals and Universities.Three years (interrupted service) of tax experience, including tax planning and preparation for individuals, partnerships, corporations & S-Corps.
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Dean Speer Skills

Financial Accounting Fixed Income Financial Analysis Cpa Chartered Financial Analyst Investments Financial Reporting Finance Sarbanes Oxley Act Equities Due Diligence Cash Management Gaap Project Planning Asset Managment Mutual Funds Auditing Accounting Capital Markets Sec Filings Alternative Investments Financial Services Management Leadership Tax Asset Allocation Internal Controls Financial Modeling Retirement Planning Bloomberg Wealth Management Strategic Financial Planning Series 7 Corporate Finance Securities 401k Portfolio Management Relationship Management Cash Flow Treasury Private Equity Mergers And Acquisitions Asset Management Business Valuation Risk Management Quickbooks Ifrs Corporate Tax Financial Planning

Dean Speer Education Details

Frequently Asked Questions about Dean Speer

What company does Dean Speer work for?

Dean Speer works for Ironshore Financial, Llc

What is Dean Speer's role at the current company?

Dean Speer's current role is Market Strategist, Investment Manager, Fiduciary Adviser.

What is Dean Speer's email address?

Dean Speer's email address is de****@****ial.com

What schools did Dean Speer attend?

Dean Speer attended The University Of Alabama, University Of Central Florida, The University Of Alabama, Winter Park High School.

What skills is Dean Speer known for?

Dean Speer has skills like Financial Accounting, Fixed Income, Financial Analysis, Cpa, Chartered Financial Analyst, Investments, Financial Reporting, Finance, Sarbanes Oxley Act, Equities, Due Diligence, Cash Management.

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