Stephen has provided arbitrage calculations and bond compliance training since 2009 and uses this experience in his current role as Senior Arbitrage Consultant | Director of Arbitrage Consulting. Prior to joining the firm in 2018, Stephen managed the national arbitrage practice at Arbitrage Compliance Specialists, Inc. and spent nearly a decade prior working in the financial services industry. His proactive approach to arbitrage compliance guides clients through the complexities of Internal Revenue Service reporting requirements and rebate analysis.

When Stephen is not working, you’ll find him gaming, gardening, reading, swimming or just spending some quiet time watching movies with family.

Education

Bachelor’s Degree in Financial Management, University of Colorado – Denver

Licenses & Certifications

Series 6: Investment Company & Variable Contracts Products Representative (Inactive)
Series 63: Uniform Securities Agent (Inactive)

Professional Affiliation & Memberships

National Association of Bond Lawyers
Minnesota Government Financial Officers Association
Wisconsin Government Financial Officers Association

Community Involvement

American Cancer Society – Donor
American Heart Association – Donor
Gulf Coast Blood Center – Donor
Junior Achievement – Volunteer
i9 Sports – Coach/Volunteer