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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Top Signature Estate & Investment Advisors, LLC Employees
David Johnson
Senior Partner
McLean, VA, US
Len Hirsh
Partner
Hermosa Beach, CA, US
Paul Taghibagi
Senior Partner
Los Angeles, CA, US
Eric Pritz
Senior Partner
Manhattan Beach, CA, US
Kyle Smith
Partner
Washington, DC, US
Michael Dejohn
Partner
Cleveland, OH, US
Stephen Masterson
Chief Financial Officer
Santa Barbara, CA, US
Jennifer Kim
Senior Partner
Los Angeles, CA, US
Gary Liska
Founding Partner
Los Angeles, CA, US
Mark Munday
Partner
Cleveland, OH, US
David Robertson
Partner
Cleveland, OH, US
Mark Copeland
Senior Partner
Newport Beach, CA, US
Chris Maryanopolis
Chief Operations Officer
United States
April Menary
Vice President of Operations
Cleveland, OH, US
Theodore Saade
Senior Partner
Los Angeles, CA, US
Matt Matrisian
President
California, United States
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