Brian Stimpfl Email & Phone Number
CEO @ S-Docs
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Brian Stimpfl Location
- New York, NY, US
Brian Stimpfl Work
- CEO @ (August 2022 - Present)
- Head of CX and Digital Product Management @ (March 2018 - July 2022)
- Head of Advisor Services @ (July 2014 - March 2018)
- Senior Vice President @ (October 2010 - June 2014)
- Managing Director @ (January 1993 - January 2010)
- Senior Vice President @ TD Ameritrade (June 1993 - June 2006)
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 3 emails and 2 mobile phone numbers on RocketReach.
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