Stephen Clifton Email and Phone Number
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Financial Services Professional equipped with a diverse skill set specializing in corporate actions oversight and asset servicing operations. Possesses strong core competencies in performing due diligence, managing risk, and analyzing highly complex, time sensitive issues. Driven professional with demonstrated ability to lead collaboratively in team environments to optimize cross functional processes and improve operational efficiencies. Highlights: RISK MITIGATIONFINANCIAL STATEMENT ANALYSISCORPORATE FINANCEPORTFOLIO MANAGEMENTMERGERS/ACQUISITIONSTECHNICAL ANALYSISQUANTITATIVE ANALYSIS
J.P. Morgan
View- Website:
- jpmorgan.com
- Employees:
- 59438
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Senior AssociateJ.P. Morgan Feb 2019 - PresentUnited States
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Senior AssociateCapital One Apr 2017 - Feb 2019Plano, TxSelected to join initial team to migrate and establish domestic online brokerage business from Seattle to Plano. Directed day-to-day corporate actions processes and collaborated with Trading, Transfers, and Client Service teams to ensure strategic alignment on critical issues. Integral operational role and key contributor in achieving milestones in the E-trade acquisition of approximately one million brokerage accounts with $15.4B in assets. • Expanded product offering through identifyin previously unsupported market segment, increasing trading revenue approximately $150K in 2018, without adding additional risk to the platform. • Devised and implemented procedures providing increased accuracy and timeliness of transactions while maintaining a client first approach.• Prioritized tasks in a rapidly changing environment verified by an exceptional track record mitigating risk and minimizing potential loss to the firm.
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AssociateJ.P. Morgan Jan 2015 - Apr 2017Dallas/Fort Worth AreaManaged the voluntary corporate actions function which included announcement capture, client instructions, agent instructions, and event allocations respective to the private client services platform. Co-managed Global Corporate Actions team, tasked to broadly oversee platform functionality and approve/verify processor output.
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AnalystJ.P. Morgan Jun 2012 - Dec 2014Dallas/Fort Worth AreaProcessed voluntary corporate action events in the United States, Canadian, and Latin American markets for our private client and global portfolios. Became a subject matter expert on tender offers, exchange offers, election mergers, acquisitions, purchase offers, optional dividends, and exercise of rights/warrants, among others. Oversee income functions; specifically in organizing and directing tax reclaim processes.
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Senior Research & Stock AdministratorFuselier Holdings Sep 2007 - Mar 2012Richardson, TxFuselier Holdings operates as a boutique investment bank specializing in equity financing for micro-cap and small-cap companies. I lead a team that evaluates companies, analyzing both qualitative metrics (business plan viability, operational efficiencies, etc.) and quantitative metrics (financial statements, financial ratios, capital structure, etc.) and recommends investment strategies. We support these strategies by presenting financial models, projections, and asset valuations; working closely with investment banking clients to structure advantageous equity financing instruments. Upon closing, we also formulate strategic future cash flow models and provide equity liquidation guidance for the CEO’s review. -
Outside Services DirectorCowboys Golf Club May 2006 - Sep 2007Grapevine, TxManaged a team of 30 employees, directing all outside service operations; my responsibilities included hiring, training, scheduling, terminating, as well as payroll and commissions of the outside staff. Instrumental in planning large corporate golf events and was relied upon by the club’s General Managers to identify strategic goals and set future direction of the club.
Stephen Clifton Skills
Stephen Clifton Education Details
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Accounting, Finance, Management
Frequently Asked Questions about Stephen Clifton
What company does Stephen Clifton work for?
Stephen Clifton works for J.p. Morgan
What is Stephen Clifton's role at the current company?
Stephen Clifton's current role is Senior Associate at JPMorgan.
What is Stephen Clifton's email address?
Stephen Clifton's email address is s.****@****.rr.com
What schools did Stephen Clifton attend?
Stephen Clifton attended Texas Tech University - Rawls College Of Business.
What skills is Stephen Clifton known for?
Stephen Clifton has skills like Financial Risk Management, Corporate Actions, Portfolio Management, Corporate Finance, Financial Statement Analysis, Mergers And Acquisitions, Technical Analysis, Business Valuation, Dcf Valuation, Equity Valuation, Equity Trading, Debt And Equity Financing.
Who are Stephen Clifton's colleagues?
Stephen Clifton's colleagues are Trabelsi Gaith, Jessica Merrill, Chris Hopcroft, Marian Mcbride, Chris Rapach, Johnny Wang, Oğuz Kaan Arıkan.
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Stephen Clifton
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Stephen Clifton
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