Since 2018, Stephanie Elliott has been working in Chapin Davis, Inc situated 286, 286. This expert is a competent President and Chief Executive Officer with over 22 years of work experience. According to Stephanie's CV and work profile, this person has worked at more than four companies with diverse backgrounds and got different skills. Stephanie attended school at the The Wharton School from 2005 to 2008. Stephanie can be found in Moseley, Virginia – where this expert is currently located. You can search for Stephanie's e-mail and phone. We can also provide you with exhaustive contact information upon request.
Name variants:
Stephany Elliott,
Stephania Elliott,
Stephana Elliott,
Stefanie Elliott,
Stefania Elliott,
Stefana Elliott,
Steffanie Elliott,
Steph Elliott,
Stephie Elliott,
Steff Elliott,
Steffy Elliott,
Stevie Elliott
Last updated Jun 19, 2024
Contact Information
Last Update
Jul 7, 2022
Email
se**@chapindavis.com, se**@firstclearing.com, sw**@hotmail.com
Location
Moseley, VA
Company
Workplace
President and Chief Executive Officer
Baltimore, MD
Industry
Financial Services, Securities Brokerage, Investment Securities
Colleagues
Work History
President and Chief Executive Officer
1411 Clarkview Rd, Baltimore, MD 21209
from Feb 2018
Chief Operating Officer and Chief Compliance Officer
We offer our customers services specializing in transactional, holistic wealth management and insurance services. Chapin Davis is the oldest full service financial services firm domiciled in...
Sep 2010 — Feb 2018
Vice President New Business Development
420 Montgomery St, San Francisco, CA 94129
Sep 2000 — Mar 2011
Education
2005 — 2008
2003 — 2005
1991 — 1994
Occupations
Executive
Chief Executive Officer
Chairperson
Accountant
Finance and Accounting Specialist
Chief Operating Officer
Director of Quality Control
Engineer
Customer Service
Sales Specialist
Client Service Officer
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
General and Operations Manager
Compliance Manager
Skills
Securities
Series 7
Mutual Funds
Investments
Wealth Management
Financial Services
Investment Advisory
Asset Management
Portfolio Management
Alternative Investments
Retirement Planning
Series 63
Series 24
Finra