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Phil Stephenson Cfa Caia Frm
Phil Stephenson Cfa Caia Frm
Managing Director, Fixed Income, LDI and Risk Management | Exelon
Chicago, Illinois, United States
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.
Phil Stephenson Cfa Caia Frm
Work Experience
Managing Director, Fixed Income, LDI and Risk Management at
Exelon
July 2024 - Present
Senior Portfolio Manager, Fixed Income, LDI and Risk Management at
Exelon
February 2022 - June 2024
Senior Manager, Investment Risk and Savings Plan Portfolio Manager at
Exelon
December 2019 - February 2022
Director at
Guggenheim Investments
April 2015 - December 2019
Vice-President at
Guggenheim Investments
September 2011 - April 2015
Manager at
Williams Family Enterprises LLC
September 2009 - September 2011
Senior Associate at
Williams Family Enterprises LLC
May 2006 - August 2009
Associate at
KPMG Nigeria
August 2004 - May 2006
Supply Corps Officer at
US Navy
April 1999 - September 2003
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
***************@exeloncorp.com
***************@guggenheimpartners.com
Colleagues
Vice President and Treasurer
Manager of Project Construction
Chief Pilot
Senior Vice President, CFO
Vice President, Corp. Employee and Labor Relations
Vice President of Corporate Relations and President of the Exelon Foundation
Vice President, Legal Services
Vice President
Vice President and Chief Security Officer
Board Member