Bill Stokes

About Bill Stokes

Expert investment professional with extensive experience in residential mortgage banking; institutional and high net worth investment management; client business development, sales, and service; investment consulting; and team management. Direct experience in developing investment strategy, establishing investment policy guidelines, asset allocation, portfolio management, performance measurement and attribution, and frequent client meetings. Strong leadership skills working in a collaborative manner with partners building valuable and productive long-term relationships. Highly motivated manager with a strategic entrepreneurial style. Successful in building highly productive and profitable teams that have led to organizational growth and financial outperformance.Chartered Financial Analyst (CFA) charterholderCertified Mortgage Banker (CMB)Specialties: Residential mortgage banking; GSE relationships; institutional investment management; client development, sales and distribution; client relationship management; investment consulting; client risk assessment; Modern Portfolio Theory; investment policy guidelines; asset allocation; performance attribution analysis; equity, fixed income, and alternative products.

Experience

1. Owner & President, American Security Mortgage Corp

   American Security Mortgage Corp Nmls 40561

   Jun 2011 — Present · Charlotte, NC, US

Education

• Davidson College

  AB, Economics

  1973 — 1977

• University of East Anglia

  Economics

  1975 — 1976

Skills

• Banking
• Asset Allocation
• Finance
• Asset Management
• Trading
• Equities
• Strategy
• Mortgage Lending
• Management
• Capital Markets
• Investment Strategies
• Alternative Investments
• Portfolio Management
• Loans
• Fixed Income
• Financial Services
• Executive Management
• Investment Management
• Business Development
• Asset Managment
• Chartered Financial Analyst
• Institutional Investments
• Credit
• Successful Business Owner
• Investments