Derek Stapleton is a high-level expert, working in Kanuga Conferences as a Chief Financial Officer from 2018. Derek Stapleton gained professional experience in more than seven positions at different companies. Derek Stapleton went to the The Wharton School and received education from 2009 to 2009. This person has such qualifications as Personal Investment Advisor. Greenville, South Carolina is the city, where this expert was lastly known to be living. Derek Stapleton's e-mail and phone are accessed through SoftwareOfficial by request.
Name variants:
Derrick Stapleton,
Derry Stapleton,
Rick Stapleton,
Ricky Stapleton
Last updated May 05, 2024
Contact Information
Last Update
Jun 30, 2022
Location
Greenville, SC
Company
Kanuga Conferences
Workplace
Chief Financial Officer
Work History
Chief Financial Officer
Kanuga is an independent non-profit conference, retreat and camp center. We serve an increasingly diverse family of groups and individuals seeking respite, educational opportunities and comm...
from Aug 2018
Financial Advisor
New York, NY
Financial Advisor serving a select group of high net worth individuals, their families, and their businesses.
Senior Portfolio Advisor – advisor authorized to exercise investment managemen...
Apr 2013 — Sep 2016
Founder and President
Exclusive consultant with full responsibility for strategic planning and administering all financial functions of client's business, which includes, but not limited to, the following service...
Dec 2011 — Apr 2013
Chief Financial Officer
P/O Box 739, Cornelia, GA
Jul 2004 — Dec 2011
Financial Advisor
Licensed investment professional serving retail and institutional clients. Selected to serve as member of an Investment Advisory Team supporting some of the firm's most highly respected Fina...
May 2001 — Jul 2004
Chief Financial Officer, Executive Vice-President, Vice-President
PO Box 739, Cornelia, GA 30531
Education
2009 — 2009
2009 — 2009
2007 — 2007
1999 — 2001
Occupations
Executive
Financial Director
Non-Profit
Accountant
Controller
Financial Officer
Financial Manager
Skills
Financial Analysis
Risk Management
Finance
Investments
Portfolio Management
Strategic Planning
Leadership
Accounting
Strategic Financial Planning
Financial Reporting
Wealth Management
Investment Advisory
Retirement Planning
Insurance
Certified Financial Planner
Forecasting
Managerial Finance
Estate Planning
Financial Advisory
Employee Benefits
Small Business
Alternative Investments
Cash Management
Operations Management
Series 7
Asset Allocation
High Net Worth Individuals
Change Management
Part Time Cfo Services
Lean Management
FAQs about Derek Stapleton
What is the main profession of Derek Stapleton?
The expert is a Chief Financial Officer.
What jobs is Derek Stapleton proficient at at?
Derek Stapleton is a professional Executive and Financial Director jobs.
Where does Derek Stapleton live?
Greenville, South Carolina is the place where Derek Stapleton lives
Where did Derek Stapleton work?
This expert worked at Kanuga Conferences, Staubli.
Where has Derek Stapleton studied?
Derek studied at the Wharton School from 2009 to 2009.
Are there any certifications, that Derek Stapleton has?
This expert received the following certifications: Personal Investment Advisor.
What languages does Derek Stapleton speak?
Derek Stapleton speaks English.
Are there any industries Derek Stapleton works in?
This professional works in Industrial Automation industry.