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Stephanie Loiacono, Cfa Email & Phone Number

Founder at Bullpen
Location: Greater Tucson Area, United States 11 work roles 2 schools
1 work email found @unum.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Role
Founder
Location
Greater Tucson Area, United States
Company size

Who is Stephanie Loiacono, Cfa? Overview

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Quick answer

Stephanie Loiacono, Cfa is listed as Founder at Bullpen, a with 4 employees, based in Greater Tucson Area, United States. AeroLeads shows a work email signal at unum.com and a matched LinkedIn profile for Stephanie Loiacono, Cfa.

Stephanie Loiacono, Cfa previously worked as Founder at Financial Sos For Divorced Women and Commercial Real Estate Specialist at Bullpen. Stephanie Loiacono, Cfa holds M.A., International Affairs from The George Washington University.

Company email context

Email format at Bullpen

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*@unum.com
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AeroLeads found 1 current-domain work email signal for Stephanie Loiacono, Cfa. Compare company email patterns before reaching out.

Profile bio

About Stephanie Loiacono, Cfa

Chartered Financial Analyst with 25+ years of experience in commercial real estate and bonds, creating compelling content in fundamental research, corporate materials, financial articles and financial training.

Listed skills include Investments, Portfolio Management, Due Diligence, Bonds, and 5 others.

Current workplace

Stephanie Loiacono, Cfa's current company

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

Bullpen
Bullpen
Founder
san francisco, california, united states
Website
Employees
4
AeroLeads page
11 roles

Stephanie Loiacono, Cfa work experience

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

Founder

Current
Financial Sos For Divorced Women

Blog website providing financial advice for newly divorced women. www.financialsos.com

Feb 2024 - Present

Commercial Real Estate Specialist

Write and publish blog articles on commercial real estate topics.

Consultant

Commercial real estate underwriting work for a former employer.

Mar 2018 - Nov 2020

Senior Investment Officer

Portland, Me

-Sourced, analyzed, negotiated, structured, and committed commercial mortgage loans. -Cultivated relationships with mortgage correspondents generating investment opportunities in 15 markets in the U.S.-Negotiated pricing to adequately cover the risk, while maximizing the spread.-Prepared written analysis and made oral presentations of proposed investments for review with management/investment committee.-Took lead role in providing economic news and forecasting to investment team.

Oct 2007 - Mar 2018

Senior Investment Consultant

Independent Consultant
May 2018 - Mar 2020

Consultant

Consultant - Capital Markets

Various International

Varied assignments in capacity building including government cash & debt management, forecasting techniques, equity portfolio construction, and structuring a risk capital fund for SMEs. Projects spanned over 20 countries including:US DEPARTMENT OF THE TREASURY, OFFICE OF TECHNICAL ASSISTANCE (OTA)-Responsible for government cash management training and technical assistance at the Ministries of Finance and Central Banks where OTA operates. Sample consultancies included Mauritius, Jordan, Yemen, Afghanistan, Malawi, Montenegro, Egypt, Albania, Armenia, Bosnia/Herzegovina, Honduras, Lithuania, Nicaragua, Paraguay, Serbia, Slovenia, Moldova, Hungary.MILLENNIUM CHALLENGE CORP (MCC)-Republic of Georgia (2006): Worked with Finance & Private Sector team of MCC to implement structure, fund documents and RFP for the Georgia Regional Development Fund.-Mozambique (2006): Assisted with design of credit facility to support SME finance including due diligence, preparing Term Sheet and presenting concept and structure to stakeholders in Maputo and D.CEMERGING MARKETS GROUP, DELOITTE TOUCHE TOHMATSU-Bulgaria (2006): Working with Bulgarian National Bank, prepared brief study on cash demand for banknotes/coins, reviewed cash forecasting techniques, reviewed currency processing techniques and best practices, and provided ideas for public education materials.

Jun 2002 - Oct 2007

Independent Stock Analyst

Consultant

Remote

Prepared stock reports for independent investment research firms, including Harbinger Research, Cronus Capital Markets, Investrend. Focused on OTCBB/ pink sheet companies with limited Street research. Regular contributor to Investopedia.com, an online investor education site.

Jun 2002 - Oct 2007

Chief Investment Officer

Portland, Maine

-Responsible for all aspects of the investment strategy for this investment management and trust company.- Assisted in gathering $60 million in assets under management.

Jan 2000 - Jun 2002

Principal

Women First Capital Fund

Portland, Maine

Co-founder of venture capital fund aimed at supporting women-owned businesses

Dec 1999 - Jan 2001

Director, Securities

Portland, Maine

Bond analyst specializing in finance and retail sectors

Apr 1991 - Dec 1999
Team & coworkers

Colleagues at Bullpen

Other employees you can reach at bullpenre.com. View company contacts for 4 employees →

2 education records

Stephanie Loiacono, Cfa education

FAQ

Frequently asked questions about Stephanie Loiacono, Cfa

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

What company does Stephanie Loiacono, Cfa work for?

Stephanie Loiacono, Cfa works for Bullpen.

What is Stephanie Loiacono, Cfa's role at Bullpen?

Stephanie Loiacono, Cfa is listed as Founder at Bullpen.

What is Stephanie Loiacono, Cfa's email address?

AeroLeads has found 1 work email signal at @unum.com for Stephanie Loiacono, Cfa at Bullpen.

Where is Stephanie Loiacono, Cfa based?

Stephanie Loiacono, Cfa is based in Greater Tucson Area, United States while working with Bullpen.

What companies has Stephanie Loiacono, Cfa worked for?

Stephanie Loiacono, Cfa has worked for Financial Sos For Divorced Women, Bullpen, Strategic Asset Services, Unum Corporation, and Independent Consultant.

Who are Stephanie Loiacono, Cfa's colleagues at Bullpen?

Stephanie Loiacono, Cfa's colleagues at Bullpen include Max Shedlosky, Ian Hasson, Tyler Kastelberg, and Zack Blount.

How can I contact Stephanie Loiacono, Cfa?

You can use AeroLeads to view verified contact signals for Stephanie Loiacono, Cfa at Bullpen, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Loiacono, Cfa attend?

Stephanie Loiacono, Cfa holds M.A., International Affairs from The George Washington University.

What skills is Stephanie Loiacono, Cfa known for?

Stephanie Loiacono, Cfa is listed with skills including Investments, Portfolio Management, Due Diligence, Bonds, Real Estate, Asset Management, Business Journalism, and Investment Analyst.

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