![Stefanie L. Shelley](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>)
Stefanie L. Shelley
Directeur/Membre du Conseil chez
Fora Financial LLC
Profil
Stefanie L.
Shelley is an Independent Director and Advisory Council Member at Fora Financial LLC and Lovell Minnick Partners LLC respectively.
She is also an Operating Partner at Star Mountain Fund Management LLC.
Previously, she held positions as Director at Green Bank, NA (Houston, Texas), Independent Director at Green Bancorp, Inc., Principal at Citibank NA (New York), Executive Vice President-Bank Marketing at Capital One Bank (USA), NA, Chief Marketing Officer-Small Business Banking at JPMorgan Chase & Co., and Chief Marketing Officer at Broadridge Financial Solutions, Inc. Shelley holds an undergraduate degree from Colgate University and an MBA from The Wharton School of the University of Pennsylvania.
Her current job(s) are Independent Director at Fora Financial LLC, Advisory Council Member at Lovell Minnick Partners LLC, and Operating Partner at Star Mountain Fund Management LLC.
Postes actifs de Stefanie L. Shelley
| Sociétés | Poste | Début |
|---|---|---|
Fora Financial LLC
 Fora Financial LLC Finance/Rental/LeasingFinance Provides working capital solutions to small businesses | Directeur/Membre du Conseil | 12/11/2020 |
Star Mountain Fund Management LLC
 Star Mountain Fund Management LLC Investment ManagersFinance Star Mountain invests in lower-middle market companies located in the United States with an annual revenue of USD 15 million and EBITDA of 50 million. The firm targets companies operating in a broad range of sectors. It provides financing in the form of debt and equity for acquisitions and secondary transactions with an investment size ranging from USD15 to 150 million. It also makes co-investments with other investors and limited partners. | Private Equity Investor | - |
Anciens postes connus de Stefanie L. Shelley
| Sociétés | Poste | Fin |
|---|---|---|
Capital One Bank (USA), NA
 Capital One Bank (USA), NA Major BanksFinance Provides banking services | Sales & Marketing | 01/01/2009 |
| JPMORGAN CHASE & CO. | Sales & Marketing | - |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Provides national commercial banking services | Corporate Officer/Principal | - |
| GREEN BANCORP INC | Directeur/Membre du Conseil | - |
Green Bank, NA (Houston, Texas)
 Green Bank, NA (Houston, Texas) Major BanksFinance Operates as a nationally chartered commercial bank | Directeur/Membre du Conseil | - |
Formation de Stefanie L. Shelley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Provides national commercial banking services | Finance |
Capital One Bank (USA), NA
Capital One Bank (USA), NA Major BanksFinance Provides banking services | Finance |
JPMorgan Chase & Co.
 JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
Broadridge Financial Solutions, Inc.
 Broadridge Financial Solutions, Inc. Information Technology ServicesTechnology Services Provides investor communications and technology-driven solutions | Technology Services |
Colgate University
 Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Green Bank, NA (Houston, Texas)
Green Bank, NA (Houston, Texas) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Green Bancorp, Inc.
 Green Bancorp, Inc. Major BanksFinance Operates as a bank holding company | Finance |
Fora Financial LLC
Fora Financial LLC Finance/Rental/LeasingFinance Provides working capital solutions to small businesses | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Star Mountain Fund Management LLC
Star Mountain Fund Management LLC Investment ManagersFinance Star Mountain invests in lower-middle market companies located in the United States with an annual revenue of USD 15 million and EBITDA of 50 million. The firm targets companies operating in a broad range of sectors. It provides financing in the form of debt and equity for acquisitions and secondary transactions with an investment size ranging from USD15 to 150 million. It also makes co-investments with other investors and limited partners. | Finance |
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