Stone Hearion has a diverse background in finance and investment, with experience spanning several roles in multiple companies. Starting at Charles Schwab as a Trade Specialist from March 2014 to January 2017, Stone continued to grow in the industry, taking on positions such as Senior Associate at Alter Domus from January 2017 to June 2021, and serving as a Senior Financial Analyst at HOPKINS AND WOODS INCORPORATED from June 2021 to April 2024. Currently, Stone holds roles as an Investment Reporting Analyst at Alter Domus and a Retirement Specialist at CREx, alongside coordinating private market services operations at Oxford Financial Group, Ltd. Stone has also obtained an Associate's degree in Accounting and Finance from Ivy Tech Community College between 2021 and 2023.
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