Stephan Klee
Direktor/Vorstandsmitglied bei COASTAL FINANCIAL CORPORATION
Vermögen: 179 177 $ am 30.04.2024
Profil
Stephan Klee is currently working as an Independent Director at Coastal Financial Corp., Director at Coastal Community Bank, Chief Financial Officer at Portage Ventures, and Chief Financial Officer at Sagard Holdings, Inc. He previously worked as a Senior Vice President at The Bank of Nova Scotia, Chief of Staff at ING Bank FSB and ING Direct Bancorp, SVP Finance at Bank of Nova Scotia Trust Co., Chief Financial Officer & Treasurer at Tangerine Bank, Chief Financial Officer at ZenBanx Holding Ltd., and Chief Financial Officer at SoFi Technologies, Inc. Klee holds an MBA from Richard Ivey School of Business and an undergraduate degree from Hochschule Osnabrück.
Bekannte Unternehmensbeteiligungen
Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
---|---|---|---|---|
20.03.2024 | 4 350 ( 0,03% ) | 179 177 $ | 30.04.2024 |
Aktive Positionen von Stephan Klee
Unternehmen | Position | Beginn |
---|---|---|
COASTAL FINANCIAL CORPORATION | Direktor/Vorstandsmitglied | 24.07.2018 |
Portage Ventures
Portage Ventures Investment ManagersFinance Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada. | Finanzdirektor/CFO | 12.02.2018 |
Coastal Community Bank (Washington)
Coastal Community Bank (Washington) Regional BanksFinance Part of Coastal Financial Corp. (Washington), Coastal Community Bank is a community bank located in Everett, WA. Coastal Community Bank offers a range of personal and business banking services, including home loans, business loans, checking accounts, savings accounts, investments, credit cards, and more. The bank also provides financial planning and retirement account options. Coastal Community Bank is committed to helping local businesses and nonprofits succeed and offers a suite of business banking services, including treasury management, credit card processing, and SBA loans. The bank prioritizes security and offers various tools and resources to help customers protect themselves from fraud and identity theft. The company was founded by Andrew P. Skotdal and the CEO is Eric M. Sprink. | Direktor/Vorstandsmitglied | - |
Sagard Holdings, Inc.
Sagard Holdings, Inc. Investment ManagersFinance Part of Power Corp. of Canada, Sagard Holdings, Inc. is a Canadian company that provides asset management services. The company is based in Toronto, Canada. Paul Guy Desmarais has been the CEO of the company since 2016. | Finanzdirektor/CFO | 01.01.2018 |
Ehemalige bekannte Positionen von Stephan Klee
Unternehmen | Position | Ende |
---|---|---|
SOFI TECHNOLOGIES, INC. | Finanzdirektor/CFO | 31.12.2017 |
ZenBanx Holding Ltd.
ZenBanx Holding Ltd. Information Technology ServicesTechnology Services ZenBanx Holding Ltd. provides multi-currency mobile banking services. The Zenbanx account enables customers to hold balances denominated in up to nine currencies offered in a single account and conveniently and securely exchange among currencies and transfer funds domestically or internationally for a flat rate-all from their mobile. The company was founded by Arkadi Kuhlmann in 2012 and is headquartered in Claymont, DE. | Finanzdirektor/CFO | 01.09.2017 |
Bank of Nova Scotia Trust Co.
Bank of Nova Scotia Trust Co. Investment ManagersFinance Bank of Nova Scotia Trust Co. (dba Scotiatrust) is the invest management subsidiary of The Bank of Nova Scotia (TSE: BNS) in Canada. Headquartered in Toronto, the firm was founded in 1993 and offers a full range of specialized services that are tailored to meet a client's personal objectives and designed to evolve across a variety of life stages and financial events. Specifically, Scotiatrust has expertise in estate and trust services. | Finanzdirektor/CFO | 31.12.2015 |
Tangerine Bank
Tangerine Bank Regional BanksFinance Tangerine Bank provide commercial banking services. It offers saving accounts, chequing accounts, investment fund, tangerine mortgage, RPS loan and home equity line of credit. The company was founded on April 27, 1997 and is headquartered in Toronto, Canada | Finanzdirektor/CFO | 01.01.2014 |
ING Direct Bancorp
ING Direct Bancorp Financial ConglomeratesFinance ING Direct Bancorp used to operate as a bank holding company. The company was headquartered in Wilmington, DE. | Personalreferent | 31.12.2011 |
Ausbildung von Stephan Klee
Richard Ivey School of Business | Masters Business Admin |
Hochschule Osnabrück | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 3 |
---|---|
COASTAL FINANCIAL CORPORATION | Finance |
THE BANK OF NOVA SCOTIA | Finance |
SOFI TECHNOLOGIES, INC. | Finance |
Private Unternehmen | 8 |
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Portage Ventures
Portage Ventures Investment ManagersFinance Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada. | Finance |
ZenBanx Holding Ltd.
ZenBanx Holding Ltd. Information Technology ServicesTechnology Services ZenBanx Holding Ltd. provides multi-currency mobile banking services. The Zenbanx account enables customers to hold balances denominated in up to nine currencies offered in a single account and conveniently and securely exchange among currencies and transfer funds domestically or internationally for a flat rate-all from their mobile. The company was founded by Arkadi Kuhlmann in 2012 and is headquartered in Claymont, DE. | Technology Services |
Tangerine Bank
Tangerine Bank Regional BanksFinance Tangerine Bank provide commercial banking services. It offers saving accounts, chequing accounts, investment fund, tangerine mortgage, RPS loan and home equity line of credit. The company was founded on April 27, 1997 and is headquartered in Toronto, Canada | Finance |
ING Bank FSB
ING Bank FSB Major BanksFinance ING Bank FSB has Electric OrangeSM checking, an easy-to-use checking account that also pays a great interest rate. The Orange Savings Account lets you save with no fees, no minimums and a great rate. The Orange Mortgage has low closing costs, a simple, no-hassle application, and great rates that can save the customer thousands on their mortgage. And the firm added ShareBuilder, an online brokerage designed to make investing easy and affordable for everyone. ING DIRECT's CEO of Savings, Arkadi Kuhlmann, inspires Americans to become savers and get their money working for them. The firm's unique approach to banking is backed by ING (NYSE:ING), a global financial institution of Dutch origin offering banking, insurance and asset management to over 85 million private, corporate and institutional clients in more than 50 countries. ING DIRECT is a member of the FDIC (Federal Deposit Insurance Corporation). ING DIRECT (the operating name of ING Bank, fsb) is headquartered in Wilmington, Delaware with innovative ING DIRECT Cafés in multiple locations across the U.S. where the customer can experience what Orange is all about! Open an account and the customer will be joining more than 7.5 million Customers who save their money with ING DIRECT in the US, and the 21 million Customers served by ING DIRECT divisions in Canada, Australia, France, Spain, Italy, United Kingdom, Austria and Germany. | Finance |
Coastal Community Bank (Washington)
Coastal Community Bank (Washington) Regional BanksFinance Part of Coastal Financial Corp. (Washington), Coastal Community Bank is a community bank located in Everett, WA. Coastal Community Bank offers a range of personal and business banking services, including home loans, business loans, checking accounts, savings accounts, investments, credit cards, and more. The bank also provides financial planning and retirement account options. Coastal Community Bank is committed to helping local businesses and nonprofits succeed and offers a suite of business banking services, including treasury management, credit card processing, and SBA loans. The bank prioritizes security and offers various tools and resources to help customers protect themselves from fraud and identity theft. The company was founded by Andrew P. Skotdal and the CEO is Eric M. Sprink. | Finance |
Sagard Holdings, Inc.
Sagard Holdings, Inc. Investment ManagersFinance Part of Power Corp. of Canada, Sagard Holdings, Inc. is a Canadian company that provides asset management services. The company is based in Toronto, Canada. Paul Guy Desmarais has been the CEO of the company since 2016. | Finance |
Bank of Nova Scotia Trust Co.
Bank of Nova Scotia Trust Co. Investment ManagersFinance Bank of Nova Scotia Trust Co. (dba Scotiatrust) is the invest management subsidiary of The Bank of Nova Scotia (TSE: BNS) in Canada. Headquartered in Toronto, the firm was founded in 1993 and offers a full range of specialized services that are tailored to meet a client's personal objectives and designed to evolve across a variety of life stages and financial events. Specifically, Scotiatrust has expertise in estate and trust services. | Finance |
ING Direct Bancorp
ING Direct Bancorp Financial ConglomeratesFinance ING Direct Bancorp used to operate as a bank holding company. The company was headquartered in Wilmington, DE. | Finance |