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Cmb Bill Stokes Cfa
Cmb Bill Stokes Cfa
Owner & President, American Security Mortgage Corp | American Security Mortgage Corp (NMLS# 40561)
Charlotte, North Carolina, United States
Cmb Bill Stokes Cfa
Summary
Bill Stokes is a seasoned investment professional and entrepreneur with a rich background in residential mortgage banking and institutional investment management. As the Owner & President of American Security Mortgage Corp, he has demonstrated a strong aptitude for developing investment strategies and managing client relationships. He holds prestigious designations as a Chartered Financial Analyst (CFA) and Certified Mortgage Banker (CMB), reflecting his commitment to excellence in finance. Bill is known for his ability to build and lead high-performing teams, fostering collaborative environments that drive organizational growth. His educational background in Economics from Davidson College and the University of East Anglia complements his extensive experience in the financial services sector. With a focus on asset allocation and performance measurement, he is passionate about helping clients achieve their investment goals. Bill's strategic entrepreneurial style has led to significant financial outperformance in his ventures.
Cmb Bill Stokes Cfa
Work Experience
Owner & President, American Security Mortgage Corp at
American Security Mortgage Corp (NMLS# 40561)
June 2017 - Present
Owner & Executive Vice President at
American Security Mortgage
January 2011 - Present
Owner & President at
American Security Mortgage Corp (NMLS# 40561)
June 2017 - January 2017
EVP at
American Security Mortgage Corp (NMLS# 40561)
January 2011 - January 2016
SVP & Director at
Wells Fargo & Company
January 2001 - January 2009
SVP & Director at
Wachovia
January 1997 - January 2001
VP of Institutional Sales at
WACHOVIA SECURITIES PTY LTD
January 1995 - January 1997
EVP of Secondary Marketing at
ROYAL BANK DE CANADA
January 1988 - January 1995
SVP of Secondary Marketing at
Knutson Mortgage
January 1986 - January 1988
VP of Secondary Marketing at
Wachovia Mortgage
January 1980 - January 1986
Cmb Bill Stokes Cfa
Education
Davidson College, Ab
January 1973 - January 1977
January 1975 - January 1976
Woodberry Forest School
January 1970 - January 1973
Frequently Asked Questions about Cmb Bill Stokes Cfa
What is Cmb Bill Stokes Cfa email address?
Cmb Bill Stokes Cfa's primary email address is *******@1asmc.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cmb Bill Stokes Cfa work for?
Cmb Bill Stokes Cfa is a Owner & President, American Security Mortgage Corp at American Security Mortgage Corp (NMLS# 40561), a company specializing in National commercial banks.
Where Cmb Bill Stokes Cfa graduated from?
Cmb Bill Stokes Cfa holds a degree in Economics from Davidson College.
How can I directly contact Cmb Bill Stokes Cfa?
To contact Cmb Bill Stokes Cfa directly, you can use the email address *******@1asmc.com. Complete contact information is available upon registration with Muraena.
Who is Cmb Bill Stokes Cfa?
Bill Stokes is a seasoned investment professional and entrepreneur with a rich background in residential mortgage banking and institutional investment management. As the Owner & President of American Security Mortgage Corp, he has demonstrated a strong aptitude for developing investment strategies and managing client relationships. He holds prestigious designations as a Chartered Financial Analyst (CFA) and Certified Mortgage Banker (CMB), reflecting his commitment to excellence in finance. Bill is known for his ability to build and lead high-performing teams, fostering collaborative environments that drive organizational growth. His educational background in Economics from Davidson College and the University of East Anglia complements his extensive experience in the financial services sector. With a focus on asset allocation and performance measurement, he is passionate about helping clients achieve their investment goals. Bill's strategic entrepreneurial style has led to significant financial outperformance in his ventures.
Cmb`s contact details
*******@1asmc.com
***********@americansecuritymortgage.com
***********@rbs.com
Colleagues
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