![Stephan Klee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Stephan Klee
Direktor/Vorstandsmitglied bei
COASTAL FINANCIAL CORPORATION
Vermögen: 321 589 $ am 30.06.2026
Profil
Mr. Stephan Klee is an Independent Director at Coastal Financial Corp.
(Washington) and a Partner and Chief Financial Officer at Sagard Private Equity Solutions.
He is on the Board of Directors at Coastal Financial Corp.
(Washington) and Coastal Community Bank (Washington).
Mr. Klee was previously employed as a Chief Financial Officer by Sagard Holdings, Inc., a Chief Financial Officer by ZenBanx Holding Ltd., a Chief Financial Officer by SoFi Technologies, Inc., a SVP Finance by Bank of Nova Scotia Trust Co., a Chief Financial Officer & Treasurer by ING Direct Canada, a Chief of Staff by ING Bank FSB, a Chief of Staff by ING Direct Bancorp, and a Senior Vice President by The Bank of Nova Scotia.
He received his undergraduate degree from Hochschule Osnabrück and an MBA from Richard Ivey School of Business.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 26.05.2026 | 4’149 ( 0.03% ) | 321 589 $ | 30.06.2026 |
Aktive Positionen von Stephan Klee
| Unternehmen | Position | Beginn |
|---|---|---|
| COASTAL FINANCIAL CORPORATION | Direktor/Vorstandsmitglied | 24.07.2018 |
Coastal Community Bank (Washington)
 Coastal Community Bank (Washington) Regional BanksFinance State chartered commercial bank | Direktor/Vorstandsmitglied | - |
Performance Equity Management LLC
 Performance Equity Management LLC Investment ManagersFinance Sagard Private Equity invests in small and middle market companies located in North America, Europe and Asia. The firm focuses across a broad range of sectors and industries. It participates in buyouts, early and growth stage capital requirements. The firm also makes co-investments. | Private Equity Investor | 01.09.2017 |
Ehemalige bekannte Positionen von Stephan Klee
| Unternehmen | Position | Ende |
|---|---|---|
| SOFI TECHNOLOGIES, INC. | Finanzdirektor/CFO | 31.12.2017 |
ZenBanx Holding Ltd.
 ZenBanx Holding Ltd. Information Technology ServicesTechnology Services Provides financial technology services | Finanzdirektor/CFO | 01.09.2017 |
Bank of Nova Scotia Trust Co.
 Bank of Nova Scotia Trust Co. Investment ManagersFinance Scotiatrust’s expertise in all aspects of trust management can help protect the beneficiaries’ interests while acting in accordance with their wishes. | Finanzdirektor/CFO | 31.12.2015 |
Tangerine Bank
 Tangerine Bank Regional BanksFinance Provides commercial banking services | Finanzdirektor/CFO | 01.01.2014 |
ING Direct Bancorp
 ING Direct Bancorp Financial ConglomeratesFinance Operates as a bank holding company | Personalreferent | 31.12.2011 |
Ausbildung von Stephan Klee
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
66
Beziehungen ersten Grades
13
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 13 |
|---|---|
The Bank of Nova Scotia
 The Bank of Nova Scotia Major BanksFinance Provides personal, commercial, corporate & investment banking, wealth management and capital markets services | Finance |
Coastal Financial Corp. (Washington)
 Coastal Financial Corp. (Washington) Regional BanksFinance Operates as a bank holding company whose subsidiary provides state-chartered commercial banking services | Finance |
ING Bank FSB
 ING Bank FSB Major BanksFinance Provides banking services over the internet | Finance |
Bank of Nova Scotia Trust Co.
Bank of Nova Scotia Trust Co. Investment ManagersFinance Scotiatrust’s expertise in all aspects of trust management can help protect the beneficiaries’ interests while acting in accordance with their wishes. | Finance |
ING Direct Bancorp
ING Direct Bancorp Financial ConglomeratesFinance Operates as a bank holding company | Finance |
Performance Equity Management LLC
Performance Equity Management LLC Investment ManagersFinance Sagard Private Equity invests in small and middle market companies located in North America, Europe and Asia. The firm focuses across a broad range of sectors and industries. It participates in buyouts, early and growth stage capital requirements. The firm also makes co-investments. | Finance |
Tangerine Bank
Tangerine Bank Regional BanksFinance Provides commercial banking services | Finance |
Coastal Community Bank (Washington)
Coastal Community Bank (Washington) Regional BanksFinance State chartered commercial bank | Finance |
Richard Ivey School of Business
 Richard Ivey School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hochschule Osnabrück
 Hochschule Osnabrück Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ZenBanx Holding Ltd.
ZenBanx Holding Ltd. Information Technology ServicesTechnology Services Provides financial technology services | Technology Services |
Sagard Holdings, Inc.
 Sagard Holdings, Inc. Investment ManagersFinance Provides alternative asset management services | Finance |
SoFi Technologies, Inc.
 SoFi Technologies, Inc. Finance/Rental/LeasingFinance Provides home loans, personal loans, in-school loans and credit cards | Finance |
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