Caite Stevens Email & Phone Number
Chief Technology Officer, Chief Information Security Officer @ XML Financial Group
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Caite Stevens Location
- Brookeville, MD, US
Caite Stevens Work
- Chief Technology Officer, Chief Information Security Officer @ (September 2023 - Present)
- Senior Vice President, Business Intelligence and Digital Communication @ (October 2019 - August 2023)
- Principal and Director, Platform and Business Intelligence at Bronfman Rothschild @ Bronfman Rothschild (August 2017 - January 2019)
- Principal and Director, Technology, Finance and Administrative Operations @ Bronfman Rothschild (August 2015 - August 2017)
- Director, Administrative Operations | Head of Process Improvement @ Highline Wealth Management (January 2006 - July 2015)
- Founder and Owner @ Vivarte Books (January 1999 - December 2011)
- Director of Operations, Executive Assistant @ The Abramowitz Group (January 1997 - January 2006)
Caite Stevens Education
- Virginia Tech - Pamplin College of Business
Bachelor of Science (BS) (Finance)
Caite Stevens Skills
- Microsoft PowerPoint
- Leadership
- Analytical Skills
- Operations Management
- Wealth Management Services
- Microsoft Office
- Quicken
- Adobe Acrobat
- Marketing
- Inventory Management
- SharePoint online
- Microsoft Dynamics CRM
- Python (Programming Language)
- SQL
- Regression Testing
- Data Classification
- Financial Modeling
- Data Modeling
- Extract, Transform, Load (ETL)
- Data Analytics
- Data Visualization
- Performance Metrics
- Microsoft Power Query
- Nintex
- Office 365
- SharePoint Administration
- m365
- Microsoft Power Platform
- Microsoft Excel
- Office Management
- Photoshop
- Photography
- Sales
- Strategic Planning
- Public Speaking
- Management
- Nonprofits
- Microsoft Power BI
- SharePoint
- Tableau
- Office 365 Administration
- QuickBooks
- Project Management
- Change Management
- Technology Change Management
- Business Intelligence (BI)
- Business Analytics
- Microsoft Power Automate
- ShareGate
- Relational Databases
- Executive Administrative Assistance
- Bookkeeping
- IT Operations
- Graphic Design
- Social Media
- Customer Service
- Program Management
Caite Stevens Summary
- Caite Stevens, based in Brookeville, MD, US, is currently a Chief Technology Officer, Chief Information Security Officer at XML Financial Group. Caite Stevens brings experience from previous roles at Wealthspire Advisors, Bronfman Rothschild and Highline Wealth Management. Caite Stevens holds a Bachelor of Science (BS) in Finance @ Virginia Tech - Pamplin College of Business. With a robust skill set that includes Microsoft PowerPoint, Leadership, Analytical Skills, Operations Management, Wealth Management Services and more. Caite Stevens has 2 emails on RocketReach.
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