Fundraising Fox

Stephan Klee

Investor

Partner and CFO at Sagard Private Equity Canada

United States

About

Stephan Klee has been Partner and Chief Financial Officer at Sagard since 2018, where he oversees the firm's finance function including corporate finance, fund accounting, valuation, tax, and controls. He previously served as CFO of SoFi's Banking Division and as Chief of Staff and CFO of ING Bank in the United States and Canada. He holds a B.A. from the University of Applied Sciences Osnabruck and an MBA from the Richard Ivey School of Business, is a Harvard Business School AMP graduate, and is a Certified Public Accountant.

Experience

  1. Coastal BancorpBoard Membercurrent2018 — presentSeattle, Washington, United States
  2. SagardPartner and Chief Financial Officercurrent2017 — presentUnited States
  3. SoFiChief Financial Officer - SoFi Banking2015 — 2017Greater Philadelphia Area
  4. ScotiabankSVP Finance2014 — 2015Toronto, Canada
  5. ScotiabankChief Financial Officer2011 — 2014Toronto, Canada Area
  6. ING DIRECTChief of Staff2002 — 2011Wilmington, DE
  7. Deloitte (Formerly "The Monitor Group")MBA Summer Intern2001Toronto, Canada Area
  8. KPMGConsultant1999 — 2000Duesseldorf, Germany
  9. Deutsche BankSenior Financial Analyst1993 — 1996Frankfurt Area, Germany

Education

  1. Harvard Business SchoolAMP Graduate2014
  2. Ivey Business School at Western UniversityMaster of Business Administration (M.B.A.), Finance2000 — 2002

Skills & more

Credit9Finance33Credit Risk10Forecasting5Business Planning5Financial Risk21Risk Management30Banking38Financial Analysis18Retail Banking5Corporate Finance17Financial Modeling10
+10 moreValuationStrategic Financial PlanningInvestmentsBusiness StrategyMergers & AcquisitionsPortfolio ManagementFinancial PlanningStrategyStrategic PlanningLeadership
  • CPA — United Latino Students Association

From Stephan's professional profile.

Investments

Board seats

Coastal Bancorp

Per the firm's website.

Colleagues at Sagard Private Equity Canada

Adam Felesky
CEO at Portage Ventures
Adam Vigna
Co-Founder and CIO, Sagard at Sagard Private Equity Canada
Aikta Jain
Managing Director, Capital Formation at Sagard Private Equity Canada
Albert Arazi
Vice President of Distribution, Eastern Canada at Sagard Private Equity Canada
Alpha Lam
Senior Director, Asset Management at Sagard Private Equity Canada
Amanda Gaiotti
Partner, Corporate Development at Sagard Private Equity Canada
Amr Ceran
Managing Director, Asset Management at Sagard Private Equity Canada
Amy Jarvis
Head of Portfolio Accounting at Sagard Private Equity Canada

Frequently asked questions

Where does Stephan Klee work?
Stephan Klee is Partner and CFO at Sagard Private Equity Canada.

Same school

Also attended Harvard Business School1,969

Brad GerstnerFounder & CEO of Altimeter Capital; architect of Invest America; BG2 co-hostAileen LeeFounder & Managing Partner of Cowboy VenturesJim BreyerFounder & CEO of Breyer CapitalTim DraperFounder of Draper AssociatesMike Maples JrCo-founding Partner at FloodgateMamoon HamidPartner at Kleiner Perkins

+ 1,963 more

Also attended Ivey Business School at Western University221

ØysteinInvestor at InvestinorVivek RamaswamiPartner at Madrona Venture GroupRay SharmaFounding Partner, CEO at Extreme Venture PartnersHa DuongVP Finance & Operations at Luge CapitalJasmine YangVice President at Sapphire VenturesJaye LandowHead of Investor Relations at FJ Labs

+ 215 more

Shared employers

Also worked at Coastal Bancorp1

Brian HamiltonObvious Champion at Obvious Ventures

Also worked at SoFi43

Paul FieldingFinance & Operations at General CatalystHarrison LieberfarbPartner at Canvas VenturesLogan AllinManaging Partner & Founder at Fin CapitalJeff HinckManaging Director at Rally Ventures Management, LlcGary PelissierHead of Americas + Bank Methods at Asymmetric Capital PartnersMagdalena YesilFounder of Broadway Angels

+ 37 more

Also worked at ING DIRECT66

Jan AvontsInvestment Director at Capricorn Venture PartnersTom MendozaInvestor at EQT VenturesRishaad CurrimjeeGeneral Partner at Golden Sparrow Ventures, LlcAlexander WortmannPartner at TCVProf. Dr. Jan Peter BalkenendeVoorzitter at NoaberSanne van ErpInvestment manager at Noaber

+ 60 more

Also worked at Deloitte (Formerly "The Monitor Group")1,241

Kirsten GreenFounder and Managing Partner at Forerunner VenturesHunter WalkCo-founder & Partner at HomebrewNancy WangInvestor at Felicis VenturesPatrick KartevollInvestor at InvestinorØysteinInvestor at InvestinorMinh DoAnalyst at Golden Gate Ventures

+ 1,235 more