Find your path to Stephan
932 people in our graph share verified history with Stephan — schools, employers, funds. One of them is your warm intro.
Paul FieldingunlockedStephan: together at SoFi (2015–2017)
×5Stephan: together at Harvard Business School
×2Stephan: together at Deutsche Bank
Stephan: together at Scotiabank
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
- Coastal BancorpBoard Membercurrent2018 — presentSeattle, Washington, United States
- SagardPartner and Chief Financial Officercurrent2017 — presentUnited States
- SoFiChief Financial Officer - SoFi Banking2015 — 2017Greater Philadelphia Area
- ScotiabankSVP Finance2014 — 2015Toronto, Canada
- ScotiabankChief Financial Officer2011 — 2014Toronto, Canada Area
- ING DIRECTChief of Staff2002 — 2011Wilmington, DE
- Deloitte (Formerly "The Monitor Group")MBA Summer Intern2001Toronto, Canada Area
- KPMGConsultant1999 — 2000Duesseldorf, Germany
- Deutsche BankSenior Financial Analyst1993 — 1996Frankfurt Area, Germany
Skills & more
Credit9Finance33Credit Risk10Forecasting5Business Planning5Financial Risk21Risk Management30Banking38Financial Analysis18Retail Banking5Corporate Finance17Financial Modeling10
+10 more
ValuationStrategic 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 Credit Partners
Adam Vigna
Co-Founder and CIO, Sagard at Sagard Private Equity Canada
Aikta Jain
Managing Director, Capital Formation at Sagard Credit Partners
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 Credit Partners
Amr Ceran
Managing Director, Asset Management at Sagard Private Equity Canada
Frequently asked questions
- Who is Stephan Klee?
- 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.
- Where does Stephan Klee work?
- Stephan Klee is Partner and CFO at Sagard Private Equity Canada.
- What boards does Stephan Klee sit on?
- Stephan Klee holds tracked board seats at Coastal Bancorp.
- Where did Stephan Klee go to school?
- Stephan Klee studied at Harvard Business School (AMP Graduate); Ivey Business School at Western University (Master of Business Administration (M.B.A.), Finance).
Same school
Also attended Harvard Business School2,000
Aileen LeeFounder & Managing Partner of Cowboy VenturesJim BreyerFounder & CEO of Breyer CapitalMike Maples JrCo-founding Partner at FloodgateNeeraj AgrawalGeneral Partner at Battery VenturesHristo BorisovCo-founder & CEO of PayhawkVictoria TreygerGeneral Partner at Felicis Ventures
+ 1,994 more
Also attended Ivey Business School at Western University397
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
+ 391 more
Shared employers
Also worked at Coastal Bancorp1
Also worked at SoFi60
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
+ 54 more
Also worked at ING DIRECT102
Jan AvontsInvestment Director at Capricorn Venture PartnersTom MendozaInvestor at EQT VenturesRishaad CurrimjeeGeneral Partner at Golden Sparrow Ventures, LlcAlexander WortmannPartner at TCVJonathan AngEntrepreneur Partner at Polaris PartnersProf. Dr. Jan Peter BalkenendeVoorzitter at Noaber
+ 96 more
Also worked at Deloitte (Formerly "The Monitor Group")2,000
Kirsten GreenFounder and Managing Partner at Forerunner VenturesHunter WalkCo-founder & Partner at HomebrewSteve AnaviCo-founder & President of QontoRaychel BailonVP of Finance at Felicis VenturesPatrick KartevollInvestor at InvestinorØysteinInvestor at Investinor
+ 1,994 more