Phil Stone

Phil Stone Email and Phone Number

Professional able to deliver cost efficient technology solutions to broker dealers and investment managers
Phil Stone's Location
New York, New York, United States, United States
Phil Stone's Contact Details

Phil Stone personal email

n/a
About Phil Stone

In an era of "do more with less" I deliver cost efficient solutions to broker/dealer and investment management clients. From extensive experience I am able to address all stakeholder issues involving technology integration, compliance, and capital markets distribution. Attention to detail and thorough analysis have allowed me to develop an extensive client network in North America. As technology accelerates financial services consolidation I strive to remain abreast of new applications and how they can improve customer performance

Phil Stone's Current Company Details

Professional able to deliver cost efficient technology solutions to broker dealers and investment managers
Phil Stone Work Experience Details
  • Formerly Puma Capital, Llc
    Director Debt Analytics,Trading, And Distribution
    Formerly Puma Capital, Llc Oct 2016 - Jul 2017
    Purchase, New York
    Designed all data aggregation and analysis systems utilizing Open Bloomberg, SQL, Excel, and Access. Created and implemented cash credit strategies utilizing bonds, preferreds, ETFs, and options on ETFs. Implemented and expanded firm dealings in emerging market debt and G-20 currencies denominated issues. Managed all pre through post trade analysis and compliance reporting.
  • Tmc, Llc
    Director Taxable Debt Trading, Sales, & Analytics
    Tmc, Llc Feb 2008 - Jul 2016
    New York, Ny
    Motivated self starter currently managing TMC's initiative to expand services and trading capabilities with buy side fixed income managers. Adept at creating and delivering customized reports and research identifying anomalies resulting in expanded trading opportunities. Skilled at identifying and responding to macro developments and regulatory changes while providing riskless solutions with positive revenue results. Strong understanding of electronic debt trading platforms and how to trade profitably with low risk exposure. Ability to integrate in house credit research with external data for expanding sales and trading opportunities. Possess a strong understanding of large customer needs and how to cultivate "high touch" relationships. Ability to foster collaborative dialogues resulting in cross selling opportunities with SaaS applications. Fluent in Salesforce and other CRM apps.
  • Lazard Capital Markets
    Senior Vice President - Debt Sales
    Lazard Capital Markets Mar 2006 - Feb 2007
    Expanding firm's sales efforts beyond top 100 accounts in United States and Canada. Successfully integrated equity analysts'​ research into Lazard's credit sales business. Introduced web based electronic trading to sales effort. Integrated Bloomberg analytics capabilties into trading and sales efforts.
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  • R.W. Pressprich & Co.
    Partner
    R.W. Pressprich & Co. Mar 1995 - Mar 2006
    New York, Ny
    Initiated and integrated coverage of banks, thrifts, and insurance companies providing a complete suite of services. Designed income optimization programs utilizing taxable and tax-exempt debt. Introduced third party funding sources for diversification and mitigation of interest rate risk.Analyzed and traded non-securitized auto and residential mortgage packages.
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Phil Stone Skills

Fixed Income Series 7 Investments Equities Hedge Funds Securities Trading Electronic Trading Bloomberg Bonds Investment Banking Capital Markets Derivatives Series 63 Structured Finance Asset Management Securities Regulation Software As A Service Customer Relationship Management Big Data Analytics Microsoft Excel Microsoft Access Tax Management Portfolio Optimization Credit Analysis Capital Structure Liquidity Management Debt Tenders Asset/liability Management Electronic Trading Systems Data Mining

Phil Stone Education Details

Frequently Asked Questions about Phil Stone

What is Phil Stone's role at the current company?

Phil Stone's current role is Professional able to deliver cost efficient technology solutions to broker dealers and investment managers.

What is Phil Stone's email address?

Phil Stone's email address is p.****@****ter.com

What is Phil Stone's direct phone number?

Phil Stone's direct phone number is +121226*****

What schools did Phil Stone attend?

Phil Stone attended Union College.

What are some of Phil Stone's interests?

Phil Stone has interest in Education.

What skills is Phil Stone known for?

Phil Stone has skills like Fixed Income, Series 7, Investments, Equities, Hedge Funds, Securities, Trading, Electronic Trading, Bloomberg, Bonds, Investment Banking, Capital Markets.

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