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Phil Stephenson Cfa Caia Frm

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Phil Stephenson Cfa Caia Frm

Managing Director, Fixed Income, LDI and Risk Management | Exelon

Chicago, Illinois, United States

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Phil Stephenson Cfa Caia Frm

Summary

Phil Stephenson is a seasoned finance professional with extensive experience in fixed income, risk management, and investment strategies, currently serving as Managing Director at Exelon. With a strong educational background, including a Bachelor of Arts in Economics from the University of Chicago and a Master of Science in Accountancy from DePaul University, he has honed his expertise in accounting, asset management, and financial analysis. Phil has a proven track record in leadership roles, having previously held senior management positions at Guggenheim Investments and Deloitte. His unique blend of skills in big data and business intelligence complements his deep understanding of financial reporting standards, including IFRS and GAAP. Phil is also a member of the Institutional Society of Risk Professionals, underscoring his commitment to professional development and industry standards. His diverse experience spans various sectors, including energy and national security, showcasing his adaptability and strategic insight. Phil's leadership style emphasizes process improvement and efficiency, making him a valuable asset to any organization.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Government Experience

Phil Stephenson Cfa Caia Frm

Work Experience

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Managing Director, Fixed Income, LDI and Risk Management at

Exelon

July 2024 - Present

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Senior Portfolio Manager, Fixed Income, LDI and Risk Management at

Exelon

February 2022 - June 2024

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Senior Manager, Investment Risk and Savings Plan Portfolio Manager at

Exelon

December 2019 - February 2022

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Director at

Guggenheim Investments

April 2015 - December 2019

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Vice-President at

Guggenheim Investments

September 2011 - April 2015

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Manager at

Williams Family Enterprises LLC

September 2009 - September 2011

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Senior Associate at

Williams Family Enterprises LLC

May 2006 - August 2009

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Associate at

KPMG Nigeria

August 2004 - May 2006

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Supply Corps Officer at

US Navy

April 1999 - September 2003

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Phil Stephenson Cfa Caia Frm

Education

University of Chicago, Ba

DePaul Driehaus College of Business, Msa

Frequently Asked Questions about Phil Stephenson Cfa Caia Frm

What is Phil Stephenson Cfa Caia Frm email address?

Phil Stephenson Cfa Caia Frm's primary email address is ***************@exeloncorp.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Phil Stephenson Cfa Caia Frm work for?

Phil Stephenson Cfa Caia Frm is a Managing Director, Fixed Income, LDI and Risk Management at Exelon, a company specializing in Electric Power Generation, Transmission & Distribution.

Where Phil Stephenson Cfa Caia Frm graduated from?

Phil Stephenson Cfa Caia Frm holds a degree in Economics from University of Chicago.

How can I directly contact Phil Stephenson Cfa Caia Frm?

To contact Phil Stephenson Cfa Caia Frm directly, you can use the email address ***************@exeloncorp.com. Complete contact information is available upon registration with Muraena.

Who is Phil Stephenson Cfa Caia Frm?

Phil Stephenson is a seasoned finance professional with extensive experience in fixed income, risk management, and investment strategies, currently serving as Managing Director at Exelon. With a strong educational background, including a Bachelor of Arts in Economics from the University of Chicago and a Master of Science in Accountancy from DePaul University, he has honed his expertise in accounting, asset management, and financial analysis. Phil has a proven track record in leadership roles, having previously held senior management positions at Guggenheim Investments and Deloitte. His unique blend of skills in big data and business intelligence complements his deep understanding of financial reporting standards, including IFRS and GAAP. Phil is also a member of the Institutional Society of Risk Professionals, underscoring his commitment to professional development and industry standards. His diverse experience spans various sectors, including energy and national security, showcasing his adaptability and strategic insight. Phil's leadership style emphasizes process improvement and efficiency, making him a valuable asset to any organization.

Phil`s contact details

mail

***************@exeloncorp.com

***************@guggenheimpartners.com

Colleagues

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Paul Barry

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Suzanne Rudder

Vice President, Corp. Employee and Labor Relations

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Paula Conrad

Vice President of Corporate Relations and President of the Exelon Foundation

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Peter Meier

Vice President, Legal Services

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Tiera Gray

Vice President

Edward Goetz

Vice President and Chief Security Officer

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Faith Davis

Board Member

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