Brian Stimpfl Location
- New York, NY, US
Brian Stimpfl Work
- 2022 - now CEO @
- 2018 - 2022 Head of CX and Digital Product Management @
- 2014 - 2018 Head of Advisor Services @
- 2010 - 2014 Senior Vice President @
- 1993 - 2010 Managing Director @
- 1993 - 2006 Senior Vice President @ TD Ameritrade
Brian Stimpfl Education
- Washington University in St. Louis - Olin Business School 2015 - 2016
- Zicklin School of Business
Master of Business Administration (Computer Information Systems, Finance)
2001 - Siena College
Bachelor of Science (Accounting, Finance)
- Securities Industry Institute
Brian Stimpfl Skills
- Strategic Financial Planning
- Wealth Management
- Investments
- Practice Management
- Sales Management
- Asset Managment
- Strategic Consulting
- Accounting
- Brokerage
- Financial Services
- Strategic Partnerships
- Strategic Financial...
- Strategic Financial
Brian Stimpfl Summary
- Brian Stimpfl, based in New York, NY, US, is currently a CEO at S-Docs. Brian Stimpfl brings experience from previous roles at Prudential Financial, Scottrade, ActiFi and TD Ameritrade Institutional. Brian Stimpfl holds a 2015 - 2016 Washington University in St. Louis - Olin Business School. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Investments, Practice Management, Sales Management and more. Brian Stimpfl has 4 emails and 2 mobile phone numbers on RocketReach.
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Others Named Brian Stimpfl
Brian Stimpfl
CEO
New York, NY, US
Top S-Docs Employees
Matt Brueck
Sr. Account Executive
Detroit, MI, US
Dyana Quinlivan
Marketing Director
Denver, CO, US
Brian Stimpfl
CEO
New York, NY, US
Matt Green
Sales Director
Northville, MI, US
Keith Bossier
Vice President of Sales
Ann Arbor, MI, US
Priya Reddy
Account Executive
New York, NY, US
Paul Burt
Director, Solution Engineering
Chicago, IL, US
Jennifer MacQueen
Director, Customer Success
Louisville, CO, US
Rebekah Raisor
Head of Global Strategic Alliances
United States
Megan Clark
Sales Director
Grand Rapids, MI, US
Matt Lustigman
COO
New York, NY, US
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