Skip Stone, CFA

Skip Stone is a seasoned finance professional currently serving as a Business Development Specialist at SecureAxxess since October 2021. Based in Atlanta, Georgia, he has over two years of experience in this role, focusing on business growth and client development within the financial services sector.1

Professional Background

Skip Stone has held various significant positions throughout his career:

• Managing Director at Morales & Co. since September 2021.
• Previously, he was a Managing Director at Register Financial Advisors from May 2016 to September 2021.
• He also served as a Senior Vice President and Principal at Register Financial Advisors from April 2016 to September 2021.
• Before that, he spent over 15 years at Morgan Stanley as a First Vice President and Team Leader.1

Education and Certifications

Skip holds several degrees and certifications:

• An MBA in Finance from Georgia State University (1997-1999).
• A Bachelor's degree in Economics and English Literature from Denison University (1988-1992).
• He is a Chartered Financial Analyst (CFA), a credential he has held since September 2002, and also has the designation of Chartered Financial Consultant from The American College of Financial Services.1

Board Memberships

In addition to his roles in business development, Skip serves on the Board of Directors for RocketFrac Services Ltd. since September 2016, further showcasing his leadership within the industry.1

Skills and Languages

Skip Stone is proficient in both English and elementary French, enhancing his ability to communicate in diverse environments.1

Overall, Skip Stone's extensive experience in finance, combined with his educational background and leadership roles, positions him as a knowledgeable professional in business development within the financial sector.