Stephen Masterson Email & Phone Number
Chief Financial Officer @ Signature Estate & Investment Advisors, LLC
5 free lookup(s).
Stephen Masterson Location
- Santa Barbara, CA, US
Stephen Masterson Work
- 2025 - now Chief Financial Officer @
- 2021 - now Official Member, Forbes Finance @
- 2020 - now NACD Member and Holder of Directorship Certification (NACD.DC) @
- 2025 - now Member, Leadership Council @
- 2013 - 2025 Principal @
- 2024 - 2025 Interim Chief Financial Officer @
- 2017 - 2022 U.S. Practice Leader, Financial Institutions and Specialty Finance Industry @
- 2012 - 2018 Chief Credit Officer, Charles Schwab Bank @
- 2012 - 2016 U.S. Board Member, California International Bank @
- 2008 - 2016 Board of Trustees, Chair of the Audit Committee @
- 2011 - 2014 EVP, Chief Financial Officer and Chief Accounting Officer @
- 2007 - 2011 EVP, Chief Financial Officer and Chief Operating Officer @
- 2002 - 2008 Managing Partner @
- 2004 - 2007 Partner, Grant Thornton Experience Leadership Council @
- 1992 - 2002 Arthur Andersen and Ernst and Young (Senior Manager) @
Stephen Masterson Education
- University of California, Berkeley - School of Law
Credential in Sustainable Capitalism and ESG
2021 - 2022 - Northwestern University - Kellogg School of Management
Credential in Sales and Business Development
2021 - 2022 - Columbia Business School
Credentials in: i) Digital Strategies for Business (ii) Crisis Leadership, and iii) Quantitative Data Analytics)
2017 - 2020 - Harvard Business School
Credentials in: i) Negotiation, and ii) Disruptive Strategy (HBX)
2018 - 2020 - Cornell University
Credential in Psychology of Leadership (eCornell)
2017 - 2018 - The University of Alabama
Bachelor of Science in Commerce and Business Administration (Accounting and Finance)
1988 - 1992 - Southern California Leadership Network
Nonprofit Board Governance (Riordan Volunteer Leadership Development Program)
Stephen Masterson Skills
- Risk Management
- Executive Management
- Mergers & Acquisitions
- Strategy
- Accounting
- Auditing
- Managerial Finance
- Internal Audit
- Budgeting
- Board of Directors
- Management Consulting
- Regulatory Compliance
- Financial Services
- Internal Controls
- Restructuring
- Corporate Governance
- SEC filings
- Regulatory Affairs
- Strategic Planning
- Sarbanes-Oxley Act
- Financial Accounting
- Banking
- Corporate Finance
- Due Diligence
- Financial Analysis
- Finance
- Investor Relations
- Generally Accepted Accounting Principles (GAAP)
- Project Management
- Business Development
- Investments
- Financial Reporting
- U.S. Generally Accepted Accounting Principles (GAAP)
- Leadership
- Management
- Capital
- Compliance
- Services
- Capital Raising
- Crisis Management
- External Audit
- Mergers and Acquisitions
- Capital Markets
- Change Management
- Treasury Management
- Mergers
- Financial Risk
- Rating Agency Relations
- Portfolio Management
- CPA
- US GAAP
- Sarbanes Oxley Act
Stephen Masterson Summary
- Stephen Masterson, based in Santa Barbara, CA, US, is currently a Chief Financial Officer at Signature Estate & Investment Advisors, LLC. Stephen Masterson brings experience from previous roles at Forbes Finance Council, NACD (National Association of Corporate Directors), CFO Leadership Council and SM+Co LLC. Stephen Masterson holds a 2021 - 2022 Credential in Sustainable Capitalism and ESG @ University of California, Berkeley - School of Law. With a robust skill set that includes Risk Management, Executive Management, Mergers & Acquisitions, Strategy, Accounting and more. Stephen Masterson has 3 emails and 1 mobile phone numbers on RocketReach.
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