Stephen Masterson's Location
Los Angeles, CA, US
Stephen Masterson's Work
- Board Member and AC Chair @ ShelterBox USA
- U.S. Practice Leader, Financial Institutions and Specialty Finance Industry @ BDO USA, LLP
- Chief Credit Officer @ Charles Schwab
- U.S. Board Member, California International Bank @ Saigon-Hanoi Bank
- Board of Trustees, Chair of the Audit Committee @ Santa Barbara Botanic Garden
- EVP, Chief Financial Officer and Chief Accounting Officer @ Sterling National Bank
- EVP, Chief Financial Officer and Chief Operating Officer @ Santa Barbara Bank and Trust
Stephen Masterson's Education
- University of California, Berkeley - School of Law
Professional Degree in Sustainable Capitalism and ESG
2021 - 2022 - The University of Alabama
Bachelor of Science in Business Administration, Accounting and Finance
1988 - 1992 - Columbia Business School
Professional Degrees in: (i) Digital Strategies for Business, ii) Crisis Leadership, and iii) Quantitative Data Analytics)
2017 - 2020
- Harvard Business School
Professional Degrees in: i) Negotiation, and ii) Disruptive Strategy (HBX)
2018 - 2020 - Northwestern University - Kellogg School of Management
Professional Degree in Sales and Business Development
2021 - 2022 - Cornell University
Professional Degree in Psychology of Leadership (eCornell)
2017 - 2018 - Southern California Leadership Network
Nonprofit Board Governance (Riordan Volunteer Leadership Development Program)
1997 - 1998
Stephen Masterson's Skills
- Risk Management
- Accounting
- Financial Services
- Compliance
- Services
- Managerial Finance
- Capital Raising
- Crisis Management
- External Audit
- Mergers and Acquisitions
Stephen Masterson's Summary
Stephen Masterson, based in Los Angeles, CA, US, is currently a Managing Partner at CFGI, bringing experience from previous roles at CFGI, SM+Co LLC, ShelterBox USA and BDO USA, LLP. Stephen Masterson holds a 2021 - 2022 Professional Degree in Sustainable Capitalism and ESG @ University of California, Berkeley - School of Law. With a robust skill set that includes Risk Management, Accounting, Financial Services, Compliance, Services and more, Stephen Masterson contributes valuable insights to the industry. Stephen Masterson has 10 emails and 1 mobile phone number on RocketReach.
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