Caite Stevens
Chief Technology Officer, Chief Information Security Officer at XML Financial Group | Brookeville, Maryland, United States
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Chief Technology Officer, Chief Information Security Officer at XML Financial Group in September 2023 to Present
Senior Vice President, Business Intelligence & Digital Communication at Wealthspire Advisors in October 2019 to August 2023
Principal / Director, Platform & Business Intelligence at Bronfman Rothschild at Bronfman Rothschild in August 2017 to January 2019
Principal / Director, Technology, Finance & Administrative Operations at Bronfman Rothschild in August 2015 to August 2017
Director, Administrative Operations | Head of Process Improvement at Highline Wealth Management in January 2006 to July 2015
Founder & Owner at Vivarte Books in January 1999 to December 2011
Director of Operations, Executive Assistant at The Abramowitz Group in January 1997 to January 2006
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Microsoft PowerPoint
Leadership
Analytical Skills
Operations Management
Wealth Management Services
Microsoft Office
Quicken
Adobe Acrobat
Marketing
Inventory Management
SharePoint online
Microsoft Dynamics CRM
Python (Programming Language)
SQL
Regression Testing
Data Classification
Financial Modeling
Data Modeling
Extract, Transform, Load (ETL)
Data Analytics
Data Visualization
Performance Metrics
Microsoft Power Query
Nintex
Office 365
SharePoint Administration
m365
Microsoft Power Platform
Microsoft Excel
Office Management
Photoshop
Photography
Sales
Strategic Planning
Public Speaking
Management
Nonprofits
Microsoft Power BI
SharePoint
Tableau
Office 365 Administration
QuickBooks
Project Management
Change Management
Technology Change Management
Business Intelligence (BI)
Business Analytics
Microsoft Power Automate
ShareGate
Relational Databases
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Discover more about XML Financial GroupWhat is Caite Stevens email address?
Email Caite Stevens at [email protected] and [email protected]. This email is the most updated Caite Stevens email found in 2026.
What is Caite Stevens phone number?
Caite Stevens phone number is +13012546119 and +17753402876.
How to contact Caite Stevens?
To contact Caite Stevens send an email to [email protected] or [email protected]. If you want to call Caite Stevens try calling on +13012546119 and +17753402876. (updated on May 19, 2024)
What is Caite Stevens net worth?
Caite Stevens has an estimated net worth of $150,000 to $249,999
What company does Caite Stevens work for?
Caite Stevens works for XML Financial Group
What is Caite Stevens's role at XML Financial Group?
Caite Stevens is Chief Technology Officer, Chief Information Security Officer
What industry does Caite Stevens work in?
Caite Stevens works in the Financial Services industry.
Caite Stevens Email Addresses
Caite Stevens Phone Numbers
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