William Stefani Email & Phone Number
Principal and Managing Director
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William Stefani Location
- Napa, CA, US
William Stefani Work
- 2024 -now Principal and Managing Director @ Vintner's Legacy Consulting
- 2022 -2024 Vice President, Middle Market Banking and Wine Industry Group @
- 2020 -2022 Vice President, Senior Wine Portfolio Manager @
- 2017 -2020 Wine Division @
- 2016 -2017 Vice President, Commercial Relationship Manager @ Bank of Napa, N.A.
- 2013 -2016 Business Relationship Manager @
- 2011 -2013 Commercial Credit Analyst @
- 2002 -2011 Banker @
William Stefani Education
- St. Mary's College of California
(M.S., Finance)
- University of California, Santa Cruz
(B.A., Economics)
William Stefani Skills
- Banking
- Portfolio Management
- Strategic Planning
- Finance
- Lines Of Credit
- Risk Management
- Financial Modeling
- Loans
- Asset Based Lending
- Commercial Real Estate
- Commercial Real Estate Finance
- Capital Finance
- Commercial Credit Analysis
- Small Business Lending
- Commercial Lending
- Credit Risk
- Loan Origination
- Covenant Compliance
- Credit
- Financial Services
- Relationship Management
- Financial Analysis
- Credit Analysis
- Financial Risk
- Commercial Banking
- Management
William Stefani Summary
- William Stefani, based in Napa, CA, US, is currently a Principal and Managing Director at Vintner's Legacy Consulting. William Stefani brings experience from previous roles at Comerica Bank, Bank of Marin, Silicon Valley Bank and Bank of Napa, N.A.. William Stefani holds a St. Mary's College of California. With a robust skill set that includes Banking, Portfolio Management, Strategic Planning, Finance, Lines Of Credit and more. William Stefani has 1 emails and 1 mobile phone numbers on RocketReach.
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