Directory

>

Cmb Bill Stokes Cfa

avatar

Cmb Bill Stokes Cfa

Owner & President, American Security Mortgage Corp | American Security Mortgage Corp (NMLS# 40561)

Charlotte, North Carolina, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Startup Experience

Cmb Bill Stokes Cfa

Work Experience

company logo

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

company logo

Owner & President at

American Security Mortgage Corp (NMLS# 40561)

June 2017 - January 2017

company logo

EVP at

American Security Mortgage Corp (NMLS# 40561)

January 2011 - January 2016

company logo

SVP & Director at

Wells Fargo & Company

January 2001 - January 2009

company logo

SVP & Director at

Wachovia

January 1997 - January 2001

💼

VP of Institutional Sales at

WACHOVIA SECURITIES PTY LTD

January 1995 - January 1997

company logo

EVP of Secondary Marketing at

ROYAL BANK DE CANADA

January 1988 - January 1995

💼

SVP of Secondary Marketing at

Knutson Mortgage

January 1986 - January 1988

company logo

VP of Secondary Marketing at

Wachovia Mortgage

January 1980 - January 1986

Logos provided by Logo.dev

Cmb Bill Stokes Cfa

Education

Davidson College, Ab

January 1973 - January 1977

University of East Anglia

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

mail

*******@1asmc.com

***********@americansecuritymortgage.com

***********@rbs.com

Colleagues

avatar
Christopher Murray

Founder | Managing Partner The Chris Murray Team powered by ASMC

avatar
Corey Bauer

Co-CEO & Owner

avatar
Pat Holsten

Regional Vice President

avatar
Phil Mahoney

Chairman & CEO

View Contact details (it's free)
Request Profile Removal