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Cfp Stephany Kirkpatrick
Cfp Stephany Kirkpatrick
Founder & CEO | Orum.io
New York, New York, United States
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.
Cfp Stephany Kirkpatrick
Work Experience
Founder & CEO at
Orum.io
October 2019 - Present
GM - Digital Strategy (Equinox+) at
Soul Cycle
July 2018 - October 2019
General Manager - LearnVest & LearnVest @ Work at
LearnVest
June 2014 - July 2018
Vice President Digital Products at
Northwestern Mutual
August 2015 - July 2018
GA Course Instructor - Personal Finance at
WOMEN HEALTH IMPROVEMENT ASSOCIATION - GENERAL ASSEMBLY
September 2014 - September 2014
VP of Operations & Financial Planning at
Learnvest Planning
July 2011 - July 2014
Director of Retirement Planning at
Pension Architects
July 2003 - December 2011
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
********@orum.io
*******@pensionarchitects.com
Colleagues
VP, Operations
Vice President of Engineering
Chief Commercial Officer
Chief Operating Officer
VP, People