Chad Estep's Location
New York, NY, US
Chad Estep's Work
- Partner, Chief Compliance Officer @ Corient Capital Partners
- Managing Director, Deputy CCO for Wealth Management @ Morgan Stanley
- Chief Compliance Officer @ Etrade Bank Inc
- Chief Compliance Officer @ Stifel Financial Corp.
- Controller @ PowellJohnson (Branches acquired by Stifel)
- Financial Advisor @ A.G. Edwards
- Financial and Regulatory Reporting Manager @ J.C. Bradford & Co. (Acquired by PaineWebber/UBS)
- Audit Senior @ Deloitte
Chad Estep's Education
- Lipscomb University
Bachelor of Science (Professional Accountancy)
Chad Estep's Skills
- Securities
- Finance
- Financial Services
- Risk Management
- Financial Analysis
- Equities
- Auditing
- Management
- Investments
- Due Diligence
Chad Estep's Summary
Chad Estep, based in New York, NY, US, is currently a Partner, Chief Compliance Officer at Corient, bringing experience from previous roles at Morgan Stanley, E*TRADE from Morgan Stanley, Stifel Financial Corp. and PowellJohnson (Branches acquired by Stifel). Chad Estep holds a Bachelor of Science in Professional Accountancy @ Lipscomb University. With a robust skill set that includes Securities, Finance, Financial Services, Risk Management, Financial Analysis and more, Chad Estep contributes valuable insights to the industry. Chad Estep has 6 emails and 1 mobile phone number on RocketReach.
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