/People

Karlene Stewart

Investor

Director of Investor Experience at Satori Capital

Dallas-Fort Worth Metroplex

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Experience

  1. Satori CapitalDirector of Investor Experiencecurrent2022 — present
  2. Satori CapitalInvestor Experience Manager2020 — 2022Dallas/Fort Worth Area
  3. Satori CapitalInvestor Experience Senior Analyst2018 — 2020Dallas/Fort Worth Area
  4. PwCSenior Associate, Transaction Services - Capital Markets & Accounting Advisory Services (CMAAS)2015 — 2018Dallas/Fort Worth Area
  5. FASBPostgraduate Technical Assistant2014Norwalk, CT
  6. Bulle Rock CapitalIntern2013Dallas, TX
  7. BNSF RailwayForecast & Close Intern2012Fort Worth, TX
  8. Ernst & YoungAssurance Intern2012Dallas, TX
  9. Bank of TexasCommercial Banking Intern2011
  10. Q InvestmentsTrading Intern2010

Skills & more

Academic Achievement2Public Speaking3Accounting21Team Leadership8Financial Statements5Microsoft Excel12Analysis2
  • Certified Public Accountant (CPA) — Texas State Board of Public Accountancy
  • Microsoft® Certified Application Specialist – Excel, PowerPoint, and Word

From Karlene's professional profile.

Colleagues at Satori Capital

Frequently asked questions

Who is Karlene Stewart?
Director of Investor Experience at Satori Capital
Where does Karlene Stewart work?
Karlene Stewart is Director of Investor Experience at Satori Capital.
Where did Karlene Stewart go to school?
Karlene Stewart studied at TCU Neeley School of Business (Master of Accounting); TCU Neeley School of Business (Bachelor of Business Administration (B.B.A.), Accounting & Finance); Lincoln East High School.

Same school

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