Phil Stephenson, Cfa, Caia, Frm
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Phil Stephenson, Cfa, Caia, Frm Email & Phone Number

Managing Director, Fixed Income, LDI and Risk Management at Exelon
Location: Greater Chicago Area, United States, United States 9 work roles 2 schools
1 work email found @exeloncorp.com 8 phones found area 847, 312, 309, and 762 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 8 phones

Work email p****@exeloncorp.com
Direct phone (847) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Exelon
Role
Managing Director, Fixed Income, LDI and Risk Management
Location
Greater Chicago Area, United States, United States
Company size
24619 employees

Who is Phil Stephenson, Cfa, Caia, Frm? Overview

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Quick answer

Phil Stephenson, Cfa, Caia, Frm is listed as Managing Director, Fixed Income, LDI and Risk Management at Exelon, a company with 24619 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at exeloncorp.com, phone signal with area code 847, 312, 309, 762, and a matched LinkedIn profile for Phil Stephenson, Cfa, Caia, Frm.

Phil Stephenson, Cfa, Caia, Frm previously worked as Senior Portfolio Manager, Fixed Income, LDI and Risk Management at Exelon and Senior Manager, Investment Risk and Savings Plan Portfolio Manager at Exelon. Phil Stephenson, Cfa, Caia, Frm holds Ba, Economics from University Of Chicago.

Company email context

Email format at Exelon

This section adds company-level context without repeating Phil Stephenson, Cfa, Caia, Frm's masked contact details.

*@exeloncorp.com
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AeroLeads found 1 current-domain work email signal for Phil Stephenson, Cfa, Caia, Frm. Compare company email patterns before reaching out.

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Profile bio

About Phil Stephenson, Cfa, Caia, Frm

I am a Managing Director working in the investment office of Exelon, a Fortune 100 energy company headquartered in Chicago. As a fiduciary, the investment office is responsible for overseeing investment assets in the defined benefit plan, defined contribution plan, and other employee benefit plans. I am also a member of the Institutional Society of Risk Professionals.Prior to joining Exelon's Investment Office, I held various management positions within the operations department of Guggenheim Investments focusing on the accounting, reconciliation and asset servicing processes for the institutional asset management business. While I had broad experience supporting multiple types of investment products, I specialized in supporting products within the Alternatives space. (e.g. Hedge Funds, Private Equity & Special Purpose Vehicles used for Structured/Project Finance) Prior to working at Guggenheim, I worked as a Manager at Deloitte, where I served in the investment company audit practice and focused on private equity funds, hedge funds, commodity pools and various investment products registered with the SEC. This included work for several global asset managers, requiring a specialization in both IFRS and GAAP financial reporting. In addition, I was selected to complete several consulting projects for large asset owners, where I collaborated with internal management teams to enhance internal controls, resolve reporting issues and increase efficiencies.I have a Bachelor of Arts degree in Economics from the University of Chicago and a Master’s of Science degree in Accountancy from DePaul University.Expertise Includes: Risk Management, Portfolio Analytics, Process Improvement, Project Management, Accounting, Financial Analysis, Financial Modeling, Performance Analysis, Excel, Operations Management, Alternative Investment Analysis, Leadership.

Listed skills include Auditing, R, Cpa, Accounting, and 32 others.

Current workplace

Phil Stephenson, Cfa, Caia, Frm's current company

Company context helps verify the profile and gives searchers a useful next step.

Exelon
Exelon
Managing Director, Fixed Income, LDI and Risk Management
chicago, illinois, united states
Website
exeloncorp.com
Employees
24619
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Company profile
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9 roles

Phil Stephenson, Cfa, Caia, Frm work experience

A career timeline built from the work history available for this profile.

Managing Director, Fixed Income, Ldi And Risk Management

Current
Exelon

Chicago, Illinois, United States

Jul 2024 - Present

Senior Portfolio Manager, Fixed Income, Ldi And Risk Management

Exelon

Chicago, Illinois, United States

Feb 2022 - Jun 2024

Senior Manager, Investment Risk And Savings Plan Portfolio Manager

Exelon

Chicago

Dec 2019 - Feb 2022

Director

Guggenheim Investments

Greater Chicago Area

Manages multiple functions within the operations department of Guggenheim Investments, primarily focusing on reconciliation, investment accounting and asset servicing. Played a key role in developing processes that mitigate risk and increasing efficiencies. Partnering with overseas resources, teams under his leadership developed a "follow-the-sun" model.

Apr 2015 - Dec 2019

Vice-President

Guggenheim Investments

Greater Chicago Area

Managed several teams in the operations department, focusing on fund administration oversight, alternative investment tracking and the reconciliation function. During my tenure, I coordinated the launch of two Irish domiciled UCITS sub-funds and four Qualifying Investor Funds, while working with overseas service providers and distribution teams. I also.

Sep 2011 - Apr 2015

Manager

Deloitte

Greater Chicago Area

Managed engagement teams who performed financial statement audits for investment companies, including mutual funds and alternative investment funds. Worked extensively with both third-party fund administrators and investment advisors to ensure that financial reporting and regulatory filing requirements were met on a timely basis. Provided value-add.

Sep 2009 - Sep 2011

Senior Associate

Deloitte

Greater Chicago Area

Led engagement teams who performed financial statement audits for investment companies, including mutual funds and alternative investment funds. Worked extensively with both third-party fund administrators and investment advisors to ensure that financial reporting and regulatory filing requirements were met on a timely basis. Client work included funds.

May 2006 - Aug 2009

Associate

Kpmg

Greater Chicago Area

Served on the audit engagements of public media companies in the Information, Communication and Entertainment practice, including a $600 million newspaper company and a $300 million radio conglomerate.

Aug 2004 - May 2006

Supply Corps Officer

Us Navy

Deployed overseas while supporting the logistics requirements of an aircraft carrier battle group during multiple overseas port visits and foreign operations.

Apr 1999 - Sep 2003
Team & coworkers

Colleagues at Exelon

Other employees you can reach at exeloncorp.com. View company contacts for 24619 employees →

AC Anthony Conant Anthony Conant Colleague at Exelon Morris, Illinois, United States, United States View → JR Jeff Reed Jeff Reed Colleague at Exelon Burleson, Texas, United States, United States View → DD David Dreyer David Dreyer Colleague at Exelon Philadelphia, Pennsylvania, United States, United States View → TP Tyler Pierce Tyler Pierce Colleague at Exelon Lansing, Illinois, United States, United States View → SM Sheena. Mathew Sheena. Mathew Colleague at Exelon Greater Chicago Area, United States View → JK Jason Kearns Jason Kearns Colleague at Exelon New York, New York, United States, United States View → KC Kayla Collazo Kayla Collazo Colleague at Exelon Greater Philadelphia, United States View → AE Aluko Eniola Aluko Eniola Colleague at Exelon Baltimore, Maryland, United States, United States View → DR Douglas Robinson Douglas Robinson Colleague at Exelon United States, United States View → AD Anthony Distefano Anthony Distefano Colleague at Exelon Villa Park, Illinois, United States, United States View →
2 education records

Phil Stephenson, Cfa, Caia, Frm education

FAQ

Frequently asked questions about Phil Stephenson, Cfa, Caia, Frm

Quick answers generated from the profile data available on this page.

What company does Phil Stephenson, Cfa, Caia, Frm work for?

Phil Stephenson, Cfa, Caia, Frm works for Exelon.

What is Phil Stephenson, Cfa, Caia, Frm's role at Exelon?

Phil Stephenson, Cfa, Caia, Frm is listed as Managing Director, Fixed Income, LDI and Risk Management at Exelon.

What is Phil Stephenson, Cfa, Caia, Frm's email address?

AeroLeads has found 1 work email signal at @exeloncorp.com for Phil Stephenson, Cfa, Caia, Frm at Exelon.

What is Phil Stephenson, Cfa, Caia, Frm's phone number?

AeroLeads has found 8 phone signal(s) with area code 847, 312, 309, 762 for Phil Stephenson, Cfa, Caia, Frm at Exelon.

Where is Phil Stephenson, Cfa, Caia, Frm based?

Phil Stephenson, Cfa, Caia, Frm is based in Greater Chicago Area, United States, United States while working with Exelon.

What companies has Phil Stephenson, Cfa, Caia, Frm worked for?

Phil Stephenson, Cfa, Caia, Frm has worked for Exelon, Guggenheim Investments, Deloitte, Kpmg, and Us Navy.

Who are Phil Stephenson, Cfa, Caia, Frm's colleagues at Exelon?

Phil Stephenson, Cfa, Caia, Frm's colleagues at Exelon include Anthony Conant, Jeff Reed, David Dreyer, Tyler Pierce, and Sheena. Mathew.

How can I contact Phil Stephenson, Cfa, Caia, Frm?

You can use AeroLeads to view verified contact signals for Phil Stephenson, Cfa, Caia, Frm at Exelon, including work email, phone, and LinkedIn data when available.

What schools did Phil Stephenson, Cfa, Caia, Frm attend?

Phil Stephenson, Cfa, Caia, Frm holds Ba, Economics from University Of Chicago.

What skills is Phil Stephenson, Cfa, Caia, Frm known for?

Phil Stephenson, Cfa, Caia, Frm is listed with skills including Auditing, R, Cpa, Accounting, Fixed Income, Corporate Finance, Object Oriented Programming, and Office 365.

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