Directory
>
Stephanie Roth
Stephanie Roth
Chief Compliance Officer, CrowdStreet Capital & CrowdStreet Advisors | CrowdStreet
Austin, Texas, United States
Stephanie Roth
Summary
Stephanie Roth is a seasoned Chief Compliance Officer at CrowdStreet Capital & CrowdStreet Advisors, bringing extensive expertise in compliance, risk management, and financial services. With a strong academic background in Finance and Economics from the University of Pittsburgh, she has cultivated a career marked by leadership in compliance supervision across various financial institutions. Known for her innovative approach to compliance challenges, Stephanie has successfully led geographically dispersed teams, ensuring adherence to regulatory standards while driving operational efficiency. Her leadership was recognized with the 2023 CrowdStreet Leadership Excellence Award, underscoring her impact in the industry. She has held pivotal roles at Edelman Financial Services and Summit Brokerage Services, where she honed her supervisory skills and developed risk-based compliance strategies. Stephanie's commitment to enhancing compliance frameworks positions her as a vital asset in navigating the complexities of financial regulations.
Stephanie Roth
Work Experience
Chief Compliance Officer, CrowdStreet Capital & CrowdStreet Advisors at
CrowdStreet
August 2021 - Present
Manager, Compliance Supervision at
Edelman Financial Engines
July 2018 - August 2021
Supervisor, Compliance at
Edelman Financial Engines
January 2017 - July 2018
Compliance Officer at
Edelman Financial Engines
September 2014 - January 2017
Compliance Supervisor at
Summit Financial Networks, Inc.
October 2012 - September 2014
Sales Executive at
Ekn Financial Services, Inc.
August 2010 - October 2012
Pricing Team Analyst Intern at
Česká spořitelna
May 2009 - August 2009
Representative at
Northwestern Mutual
September 2008 - June 2009
Stephanie Roth
Education
University of Pittsburgh, Bachelor Of Science (B.S.)
January 2006 - January 2010
Frequently Asked Questions about Stephanie Roth
What is Stephanie Roth email address?
Stephanie Roth's primary email address is *****@crowdstreet.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Stephanie Roth work for?
Stephanie Roth is a Chief Compliance Officer, CrowdStreet Capital & CrowdStreet Advisors at CrowdStreet, a company specializing in Monetary Authorities-Central Bank.
Where Stephanie Roth graduated from?
Stephanie Roth holds a degree in Finance And Economics from University of Pittsburgh.
How can I directly contact Stephanie Roth?
To contact Stephanie Roth directly, you can use the email address *****@crowdstreet.com. Complete contact information is available upon registration with Muraena.
Who is Stephanie Roth?
Stephanie Roth is a seasoned Chief Compliance Officer at CrowdStreet Capital & CrowdStreet Advisors, bringing extensive expertise in compliance, risk management, and financial services. With a strong academic background in Finance and Economics from the University of Pittsburgh, she has cultivated a career marked by leadership in compliance supervision across various financial institutions. Known for her innovative approach to compliance challenges, Stephanie has successfully led geographically dispersed teams, ensuring adherence to regulatory standards while driving operational efficiency. Her leadership was recognized with the 2023 CrowdStreet Leadership Excellence Award, underscoring her impact in the industry. She has held pivotal roles at Edelman Financial Services and Summit Brokerage Services, where she honed her supervisory skills and developed risk-based compliance strategies. Stephanie's commitment to enhancing compliance frameworks positions her as a vital asset in navigating the complexities of financial regulations.
Stephanie`s contact details
*****@crowdstreet.com
Colleagues
Sr. Managing Director, Investments
I don’t give up.
President, CrowdStreet Capital | General Counsel & Chief Compliance Officer, CrowdStreet
Managing Director
Managing Director
Founder, Sr. Managing Director
Senior Managing Director - Head of Capital Markets
VP, Financial Operations & Accounting
Advisory Board Member
Chief Investment Officer