Professional Summary

Skills

Experience

JEFFERY STONE

One World Trade Center, Suite 8500, New York, NY 10007 (H) 212-***-**** ad3i6w@r.postjobfree.com 35 year skill-set of accomplishments within a core competency of : Investment Banking/Fund Management and Private Equity industry. Motivated sales-oriented leader of people/large teams with a solid history of proven and tangible results in each involved business activity underwritten. Presently, I am at a level in life that has afforded me fortuity and thought process leading me to explore opportunities. Over the last 36 months, I have begun/completed exiting all of my proprietary business interests owned in order to meet the next life challenge.

Innately, I have a history of success-an intestinal fortitude/drive and intense desire to succeed-build, grow or participate in the next trajectory business challenge.

35 years of Accomplishment: Hedge Fund

Manager/Institutional Broker/Retail

BrokerOwner/Operator of various proprietary businesses- domestic as well as cross-border (10 years Asia)

High probability of executing business plans, cutting costs and leveraging people.

Effective Sales Leader: ability to inspire sales-oriented colleagues to maximize utility subject to constraints. Proven Production: track record of current/historical production of each business underwritten/operated. Manager of People: inherent ability to leverage

production/operations and marketing.

Effective Communicator: strong verbal/written acumen affording an ability to influence an outcome.

Managing Partner 01/2001 to Current

Eurasian Capital, LLC. – New York, NY

Managing Partner responsible for trading the firm's proprietary capital (long/short strategy). In addition to overseeing the selection analysis and daily investment affairs, principal activities entail utilizing a platform of hedging strategies: quantitative-driven (high frequency/high beta) swing trading, covered call writing and pair trading activity. Average Annual Performance for family proprietary capital: 25%. Oversaw/financed development of proprietary algorithmic trading software-entailing mathematical modeling, operations research, probability theory and numerical analysis. Current Application relies predominantly on optimization, Monte Carlo methods and Markov Chain analysis-a mathematical product easily exercised by graphical interfaces. Achieve(d) approx. 2% /mo. net after execution cost. Further responsibilities and duties include managing and overseeing a corporate finance platform encompassing business development, valuation and institutional funding/sponsorship services for public/private companies. Moreover, responsibilities entail originating all new equity investments coupled with negotiating/prosecuting transaction documentation. Grown Corporate Finance operations with an average Revenue Rate: $1mill.-$13mil./per year since inception. Portfolio Mgr. 01/1997 to 12/2000

Crescent Partners Fund, L.P. – Dallas, TX

Incepted the fund with Mike Pickens, son of energy magnate T. Boone Pickens with a Long/Short strategy managing descretionary capital for institutional/high net-worth limited partners. First V.P. Institutional Sales/Quantum Fund Mgr. 01/1990 to 12/1997 Lehman Bros. – New York, NY

Helped run the institutional Equity Sales Desk-Regional Institutional Sales Group. Education

Community Service

Languages

Affiliations

Portfolio Manager-Quantum Fund-managing discretionary capital for institutional/high net-worth private clientele. Helped build/manage the calling program/"bull-pen".

#1 new acct. opener for the firm averaging approx. 30 new accounts/mo. First V.P./Chairman's Council.

Throughout the 90's, served with Lehman Bros. as First Vice Pres.-Institutional Sales; held a seat on the Chairman's Council based on annual production/new accounts whereby, ranking in the top10% of the firm in production and #1 in monthly/yearly new accounts for 3 consecutive years. My duties at Lehman were both on the institutional and retail sides of the markets. Responsibilities included portfolio management for institutional and high-net worth individuals.Prior to Lehman Bros., I served as Senior Vice Pres. with Prudential Securities and was appointed to the Directors Council of the Corporation also based on annual production and new accounts-ranking in the top 10% of the firm; annual production $1mil. every year of production. Sr. V.P. 01/1988 to 12/1990

Prudential Securities, Inc. – Dallas, Tx

Retail stockbroker managing high net-worth private clientele. Primary emphasis: equity sales.

#1 Account opener at the firm-avg. 30 new accounts/month : annual production $750,000-$1mil. every year of production. Assoc. V.P. 01/1986 to 01/1988

Underwood, Neuhaus & Co. – Dallas, TX

Retail Broker. Awarded "Rookie of the Year" based on production.

#1 account opener for the firm-average new acct. open rate 30 /mo. Youngest in firm history to achieve Assoc. V.P. title in the first year of production based on a production rate of $250,000/first year retail broker.

MBA: Finance May 2016

The University of Chicago Booth School of Business - Chicago, IL Currently in the process of completing AXP-15 Executive MBA, Chicago Booth School. Bachelor of Science: Economics May 1987

The University of Texas at Austin - Austin, TX

Hedge Fund Assoc. Greenwich, CT.

Volunteer, Tokyo Orphanage

Volunteer, Dallas Botanical Society

Catholic Church Charitable related activities

Precinct Chairman for the Republican Party, Gregg Co., Tx. English-fluent

Japanese -basic/conversational

German - basic/conversational

Italian- basic/conversational

Alumni of The University of Texas at Austin

Alumni of The University of Chicago, Booth School

NIBA-National Investment Banking Assoc.

NAÏF-National Assoc. of Insurance and Financial Advisors Awards

NIRI-National Investor Relations Institute

New York Bankers Assoc.

Kiwanis

US Chamber of Commerce in Tokyo

Tokyo American Club

Chairman Council, Lehman Bros.

Dir. Council, Prudential Securities

"Rookie of the Year" Award, Underwood, Neuhaus & Co.

Contact this candidate