Financial Services Industry Lead
Beth Stone is the Financial Services Industry Lead for CTS Holdings, Inc. With her diverse business integration experience in management operations, finance and compliance audit, Beth consults with financial services and other CTS clients on issues encompassing financial operations, reporting, business process improvement, asset management, compliance, software selection and conversion, and acquisition integration.
Prior to CTS, Beth served as a Field Director, Financial Institutions for a national professional services firm, Jefferson Wells, where she was responsible for various accounting, and internal audit projects.
Previously, Beth was First Vice President, Capital Markets Operations for First Chicago and subsequently Banc One (now JP Morgan Chase). With a focus on capital markets products such as fixed-income trading and interest rate derivatives, she was responsible for operations, accounting and systems in corporate, government and municipal debt instruments, while overseeing the execution, settlement and accounting for the underlying transactions.
In conjunction with this role, Beth managed operations in Chicago, New York and London responsible for the settlement and pricing of exchanged, traded and over-the-counter interest rate, equity, and commodity derivative contracts.
For emerging markets such as Brazil, Argentina, Mexico and Poland, she managed teams responsible for operations, risk management and new product development focusing on debt conversions and over-the-counter options. Prior to her involvement with Capital Markets Operations, Beth served as Vice President, Commercial Loan Operations for First Chicago, focused on complex financing structures and FAS 91 compliance.
Initially, Beth joined First Chicago as an Internal Auditor with progressive responsibilities through Assistant Vice President, Internal Audit.
Beth began her career on the Audit Staff at Arthur Andersen, where she specialized in the financial services industry. She earned her Bachelor of Business Administration with a concentration in Finance and Accounting from St. Mary’s College in Notre Dame, Indiana. She is a Certified Public Accountant (CPA) and has held Series 7 and 24 licenses.