Reid Stone is a qualified expert, that works in Real Asset Strategies on the position of Director of Operations from 2019. This person gained professional experience in more than seven positions at different companies. Reid Stone went to the Florida State University and received education from 2003 to 2004. This person has such professional qualifications as Certified Professional Retirement Coach (Cprc). Minneapolis, Minnesota is the city, where this professional was known to be situated. This expert's phone and email can be accessed through SoftwareOfficial by request.
Name variants:
Reid Stone
Last updated Jun 15, 2024
Contact Information
Last Update
Jan 29, 2016
Email
rc**@usinternet.com, re**@ctbfin.com
Location
Minneapolis, MN
Company
Real Asset Strategies
Workplace
Director of Operations
Work History
Director of Operations
Researched back-office service providers options. Narrowed list and conducted due-diligence with potential vendors. Work with vendor/business partner on implementing processes and procedures...
from 2019
Director of Operations
5811 Cedar Lake Rd south, Minneapolis, MN 55416
Managed back-office operations and fostered a culture of continual improvement and organizational effectiveness for this RIA. Identified and implemented ways to improve business processes an...
May 2015 — May 2017
Founder and Chief Solutions Officer
Note: AdvisoryQuest.com will not have any updates for the foreseeable future as I am concentrating on My Life's Encore. (4/19) AdvisoryQuest.com was initially created to provide financial ad...
from Jul 2009
Manager of Investment Reporting
Oversaw investment operations, portfolio management software data integrity, performance reporting, investment audits for a large single family office. Created, reviewed, implemented and upd...
Apr 2005 — Jul 2009
Investment and Business Analyst
Maintained investment system (Axys, Dataport, Open GL) used to enhance the wealth management reporting of the investment group. Implemented projects to create investment operations and repor...
Sep 1999 — Apr 2005
Investment Reporting Specialist
Maintained portfolio management system and interfaced investment data with accounting GL system. Researched, recommended and implemented new process improvements to expedite the investment r...
May 1998 — Sep 1999
Education
Occupations
Leader
Executive
Founder
Accountant
Finance and Accounting Specialist
Manager
Managers
Founding Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Investments
Strategic Planning
Practice Management
Wealth Management
Investment Management
Financial Advisory
Investment Advisory
Alternative Investments
Financial Planners
Financial Services
Operations Management
Financial Planning
Retirement Coaching
FAQs about Reid Stone
What is the main profession of Reid Stone?
This professional's job is Director of Operations
What are the profession of The professional?
These person's professions are Leader
Where is Reid Stone located?
Reid is located in Minneapolis, Minnesota.
What is Reid Stone's email?
The expert's email is rc**@usinternet.com and re**@ctbfin.com.
Where did Reid Stone work?
Reid Stone worked at Real Asset Strategies, My Life's Encore.
Does Reid Stone have personal webpage or blog?
Reid Stone`s website is http://www.advisoryquest.com and http://advisoryquest.com/blog.
What education does Reid Stone have?
Reid studied at the Florida State University from 2003 to 2004.
Are there any certifications Reid Stone has?
The professional received the following certifications: Certified Professional Retirement Coach (Cprc).