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Cfp Stephany Kirkpatrick

Cfp Stephany Kirkpatrick

Founder & CEO | Orum.io

New York, New York, United States

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Cfp Stephany Kirkpatrick

Summary

Cfp Stephany Kirkpatrick is a dynamic entrepreneur and seasoned executive with a proven track record of raising and exiting over $800 million in value across various industries. As the Founder and CEO of Orum, she has pioneered innovations in payment processing and bank account verification. Her experience spans from startups to Fortune 100 companies, where she has successfully launched new revenue streams and driven growth strategies. With a strong background in financial planning and management, Stephany has held leadership roles at prominent organizations like Soulcycle and Northwestern Mutual, overseeing multi-million dollar digital products and platforms. She holds advanced degrees from prestigious institutions, including Yale and UCLA, and is passionate about leveraging technology to enhance financial services. Her diverse expertise encompasses wealth management, strategic planning, and digital transformation, making her a key player in the consulting and financial services sectors.

General

Generalist

Technical Background

Leadership Experience

Frequent Moves

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Cfp Stephany Kirkpatrick

Work Experience

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Founder & CEO at

Orum.io

October 2019 - Present

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GM - Digital Strategy (Equinox+) at

Soul Cycle

July 2018 - October 2019

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General Manager - LearnVest & LearnVest @ Work at

LearnVest

June 2014 - July 2018

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Vice President Digital Products at

Northwestern Mutual

August 2015 - July 2018

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GA Course Instructor - Personal Finance at

WOMEN HEALTH IMPROVEMENT ASSOCIATION - GENERAL ASSEMBLY

September 2014 - September 2014

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VP of Operations & Financial Planning at

Learnvest Planning

July 2011 - July 2014

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Director of Retirement Planning at

Pension Architects

July 2003 - December 2011

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Cfp Stephany Kirkpatrick

Education

Yale School of Management

January 2018 - January 2018

University of California, Los Angeles, Certificate In Personal Financial Planning

January 2005 - January 2006

Pepperdine University, International Management & Spanish

January 1999 - January 2003

Frequently Asked Questions about Cfp Stephany Kirkpatrick

What is Cfp Stephany Kirkpatrick email address?

Cfp Stephany Kirkpatrick's primary email address is ********@orum.io. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Stephany Kirkpatrick work for?

Cfp Stephany Kirkpatrick is a Founder & CEO at Orum.io.

Where Cfp Stephany Kirkpatrick graduated from?

Cfp Stephany Kirkpatrick holds a degree in from Yale School of Management.

How can I directly contact Cfp Stephany Kirkpatrick?

To contact Cfp Stephany Kirkpatrick directly, you can use the email address ********@orum.io. Complete contact information is available upon registration with Muraena.

Who is Cfp Stephany Kirkpatrick?

Cfp Stephany Kirkpatrick is a dynamic entrepreneur and seasoned executive with a proven track record of raising and exiting over $800 million in value across various industries. As the Founder and CEO of Orum, she has pioneered innovations in payment processing and bank account verification. Her experience spans from startups to Fortune 100 companies, where she has successfully launched new revenue streams and driven growth strategies. With a strong background in financial planning and management, Stephany has held leadership roles at prominent organizations like Soulcycle and Northwestern Mutual, overseeing multi-million dollar digital products and platforms. She holds advanced degrees from prestigious institutions, including Yale and UCLA, and is passionate about leveraging technology to enhance financial services. Her diverse expertise encompasses wealth management, strategic planning, and digital transformation, making her a key player in the consulting and financial services sectors.

Cfp`s contact details

mail

********@orum.io

*******@pensionarchitects.com

Colleagues

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Nik Karbelnikoff

VP, Operations

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Paul Sanwald

Vice President of Engineering

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Gregory Gittrich

Chief Commercial Officer

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Reggie Hall

Chief Operating Officer

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Sarah Flaherty

VP, People

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