Client Relationship Manager
Stifel Niclaus
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Chip Curtis Email & Phone Number
Client Relationship Manager
at
Stifel Niclaus
LinkedIn matched
✓ Verified August 2026
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Profile completeness 100%
Current company
Role
Client Relationship Manager
Location
New York City Metropolitan Area, United States
Who is Chip Curtis? Overview
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Quick answer
Chip Curtis is listed as Client Relationship Manager at Stifel Niclaus, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Chip Curtis.
Chip Curtis previously worked as Brokerage Operations Analyst at Bny Mellon and Brokerage Operations Analyst at Bny Mellon. Chip Curtis studied at John Carroll University.
Company email context
Email format at Stifel Niclaus
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Stifel Niclaus
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Profile bio
About Chip Curtis
Experienced Client Relationship specialist with a demonstrated history of working in the Financial Services industry. Strong finance professional skilled in Trading, Hedge Funds, Equities, Capital Markets, and Investments.
Listed skills include Series 63, Trading, Series 7, Capital Markets, and 15 others.
Current workplace
Chip Curtis's current company
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10 roles · 32 years
Chip Curtis work experience
A career timeline built from the work history available for this profile.
Brokerage Operations Analyst
Brokerage Operations Analyst
Relationship Banker
Jp Morgan Chase Bank Na
Oct 2017 - Oct 2020
Licensed Real Estate Salesperson
Oct 2016 - Oct 2017
Equity Sales Trader
2015 - 2015
Managing Director, Equity Sales And Trading
Built sales, trading, and research platform to institutional client base; developed account relationships for public and private equity capital raises; exceeded sales goal every monthand expanded account base by 40%.
2011 - 2015
~4 yrs
Vice President, Institutional Equity Sales
Established Canadian client base; built new relationships and enhanced revenue fromexisting revenue base.
2010 - 2011
~1 yr
Financial Advisor, Middle Market Sales Trading
Opened new accounts in high net worth and middle market institutional areas; exceeded asset quota in first six months of production.
2008 - 2009
~1 yr
Director, Global Equities
Sold OTC equities to asset managers, mutual funds, pension funds and hedge funds; increased sales and trading volume on $7 million account base; established client base in Canada to complement domestic relationships.
1995 - 2003
~8 yrs
1 education record
Chip Curtis education
-
John Carroll University
FAQ
Frequently asked questions about Chip Curtis
Quick answers generated from the profile data available on this page.
What company does Chip Curtis work for?
Chip Curtis works for Stifel Niclaus.
What is Chip Curtis's role at Stifel Niclaus?
Chip Curtis is listed as Client Relationship Manager at Stifel Niclaus.
Where is Chip Curtis based?
Chip Curtis is based in New York City Metropolitan Area, United States while working with Stifel Niclaus.
What companies has Chip Curtis worked for?
Chip Curtis has worked for Stifel Niclaus, Bny Mellon, Jp Morgan Chase Bank Na, Douglas Elliman Real Estate, and Tullett Prebon.
How can I contact Chip Curtis?
You can use AeroLeads to view verified contact signals for Chip Curtis at Stifel Niclaus, including work email, phone, and LinkedIn data when available.
What schools did Chip Curtis attend?
Chip Curtis studied at John Carroll University.
What skills is Chip Curtis known for?
Chip Curtis is listed with skills including Series 63, Trading, Series 7, Capital Markets, Finra, Marketing Strategy, Hedge Funds, and Equities.
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