We found the following information about Stephanie Pimentel Holly at Pacific Ridge School, where this professional has worked as a Chief Financial Officer and Chief Operations Officer since 2019. Stephanie's total work experience is over 19 years, during which time this expert had at least eight jobs at different places to develop professional skills. Stephanie attended school at the University of Portland from 2003 to 2006. This person has the following certificates: Series 27 and Series 99 Licensed. San Diego, California is the place where this professional currently lives. Find this person's actual phone number and email through our search.
Name variants:
Stephany Holly,
Stephania Holly,
Stephana Holly,
Stefanie Holly,
Stefania Holly,
Stefana Holly,
Steffanie Holly,
Steph Holly,
Stephie Holly,
Steff Holly,
Steffy Holly,
Stevie Holly
Last updated Jun 19, 2024
Contact Information
Last Update
Jul 5, 2022
Email
sh**@signatureanalytics.com
Location
San Diego, CA
Company
Workplace
Chief Financial Officer and Chief Operations Officer
Carlsbad, CA
Industry
Education Management
Colleagues
Work History
Chief Financial Officer and Chief Operations Officer
California
Our Mission: In a community that fosters academic excellence, ethical responsibility and global engagement, Pacific Ridge School prepares students for college and a purposeful life.
from Jun 2019
Cfo, Chalice Capital Partners and President, Chalice Enterprise Solutions
Chalice Wealth Partners is an exclusive membership organization dedicated to empowering today’s leading independent wealth advisors. We are committed to providing our members with preferred ...
Jun 2018 — Jun 2019
Chief Financial Officer
10120 Pacific Heights Blvd #110, San Diego, CA 92121
RelationEdge provides managed services for Salesforce.com, with the goal to provide clients with a total support solution that engages, enables and evolves your Salesforce.com platform, your...
Feb 2016 — Jun 2018
Chief Operations Officer and Chief Financial Officer
10120 Pacific Heights Blvd, San Diego, CA 92121
Main Path Marketing is a San Diego based digital marketing agency offering Search Engine Optimization, Paid Advertising, Social Media Marketing as well as other digital marketing related ser...
Feb 2016 — Jun 2018
Chief Operations Officer
Tide Rock partners with great leaders of lower mid-market B2B companies to create long term value through sustainable earnings growth. We believe great people build great businesses; therefo...
Feb 2016 — Jun 2018
Chief Operations Officer and Chief Financial Officer
10120 Pacific Hts Blvd Suite #110, San Diego, CA
With Signature Analytics, you get a full team of experienced accountants–CFO, controller, accounting manager, all the way down to staff accountant–to act as the accounting department for you...
Feb 2016 — Jun 2018
Chief Financial Officer and Chief Operations Officer
13520 Evening Creek Dr north SUITE 300, San Diego, CA 92128
Lucia Securities
A Registered Broker/Dealer
Member: FINRA/SIPC
Oct 2010 — Feb 2016
Education
2003 — 2006
Occupations
Executive
Financial Director
Director of Operations
Chairperson
Financial Officer
Financial Manager
Operations Manager
Chief Executive
Skills
Financial Analysis
Financial Modeling
Finance
Financial Services
Strategic Financial Planning
Series 7
Securities
Finra
Investment Advisory
Investments
Financial Planning
Mutual Funds
Alternative Investments
Financial Reporting
Corporate Finance
Wealth Management
Asset Management
Valuation
Variance Analysis
Process Improvement
Forecasting
Business Process Improvement