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Kate Stephens Email & Phone Number

Director, Product Management at CFA Institute at CFA Institute
Location: Charlottesville, Virginia, United States 8 work roles 1 school
1 work email found @cfainstitute.org LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email k****@cfainstitute.org
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Current company
CFA Institute
Role
Director, Product Management at CFA Institute
Location
Charlottesville, Virginia, United States
Company size
2106 employees

Who is Kate Stephens? Overview

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Quick answer

Kate Stephens is listed as Director, Product Management at CFA Institute at CFA Institute, a company with 2106 employees, based in Charlottesville, Virginia, United States. AeroLeads shows a work email signal at cfainstitute.org and a matched LinkedIn profile for Kate Stephens.

Kate Stephens previously worked as Director, Product Management at Cfa Institute and Director, Employee Technology at Cfa Institute. Kate Stephens holds Bachelor'S Degree from University Of Virginia.

Company email context

Email format at CFA Institute

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{first}.{last}@cfainstitute.org
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Profile bio

About Kate Stephens

Kate Stephens is a Director, Product Management at CFA Institute at CFA Institute.

Current workplace

Kate Stephens's current company

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CFA Institute
Cfa Institute
Director, Product Management at CFA Institute
charlottesville, virginia, united states
Website
cfainstitute.org
Employees
2106
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8 roles

Kate Stephens work experience

A career timeline built from the work history available for this profile.

Director, Product Management

Current
Cfa Institute
  • Build and direct product management team assigned to all enabling functions, including HR, Finance, Legal and Technology.
  • Lead organizational shift from project management to product management.
  • Perform current state assessments of pain points and opportunities.
  • Create product roadmaps to evolve platforms while supporting new initiatives.
Oct 2020 - Present

Director, Employee Technology

Cfa Institute
  • Led company’s technical transition to remote working in March 2020 for 600+ employees across 10 offices in 7 countries.
  • Aligned policies, processes, training, and tools, reducing administrative overhead and costs.
  • Designed secure collaboration solutions in Microsoft TEAMS to replace in-person meetings for 500+ CFA Exam writing and grading consultants.
Mar 2019 - Oct 2020

Director, It Relationship Management

Cfa Institute
  • Led technology division’s Agile transformation (KANBAN).
  • Product Owner for digital transformation epics, including Account Dashboard, Events Management, Membership Renewal and Applications.
  • Designed and led user story writing and management workshops.
  • Created simple feature template to abstract problems from proposed solutions speeding feature transitions to development teams.
  • Forged relationships with key executives and demonstrated value of relationship management by… Show more
  • Forged relationships with key executives and demonstrated value of relationship management by connecting business and technology strategies.
Aug 2012 - Mar 2019

It Project Manager

Cfa Institute
  • Pioneered Agile development (Scrum) at CFA Institute.
  • Fostered adoption of project management and Agile concepts.
  • Instituted automated builds, unit testing, on-demand testing data, and a stable business testing environment while increasing speed of delivery.
  • Negotiated and monitored schedule, scope, and resources for IT projects.
  • Led development team of 1 BA, 2-4 Developers, 1-2 QA, and 1 SysAdmin.
  • Reduced time to perform key business process from 40+ hours to several… Show more
Apr 2009 - Aug 2012

Manager, Logistics And Grading

Cfa Institute
  • Executed secure printing, shipping, grading and results delivery for semi-annual global CFA Exam including managing $12M budget.
  • Led team of 3-5 full time employees and 200+ seasonal temporary employees.
  • Overhauled exam results creation/quality control achieving 100% accuracy.
Feb 2004 - Apr 2009

Team Leader, Grading Event Management

Cfa Institute
  • Contracted and organized hotels, food & beverage, transportation, and event sites for 1000+ graders at annual Grading event.
  • Supervised 2 full time employees and 3-4 temporary employees.
  • Cut expenses by 15-20% by consolidating event management in house.
Aug 2001 - Feb 2004

Grader Support Coordinator

Cfa Institute
  • Coordinated communications, including mailings, to 1000+ CFA graders.
  • Supervised 3-6 temporary employees.
  • Assumed Team Leader responsibilities just prior to and during annual Grading event.
Feb 2001 - Aug 2001

Grading And Data Associate

Cfa Institute
  • Responsible for day-to-day communication with and support of 1000+ CFA graders.
  • Accurate data entry of payments and registrations, including quality control for others’ work.
Aug 2000 - Feb 2001
Team & coworkers

Colleagues at CFA Institute

Other employees you can reach at cfainstitute.org. View company contacts for 2106 employees →

MG Mandy Griffin (Upton) Mandy Griffin (Upton) Colleague at Cfa Institute Woking, England, United Kingdom, United Kingdom View → GH Gitasree Hem Gitasree Hem Colleague at Cfa Institute Delhi, India, India View → MM Martha Morris Martha Morris Colleague at Cfa Institute Crozet, Virginia, United States, United States View → CV Cfa Vancouver Cfa Vancouver Colleague at Cfa Institute Canada, Canada View → AH Ashley H. Ashley H. Colleague at Cfa Institute Charlottesville, Virginia, United States, United States View → KM Kasia Marianiuk Kasia Marianiuk Colleague at Cfa Institute London, England, United Kingdom, United Kingdom View → MH Mike Hartman Mike Hartman Colleague at Cfa Institute Charlottesville, Virginia, United States, United States View → AD Abdlraouf Dakmoussi Abdlraouf Dakmoussi Colleague at Cfa Institute Laghouat, Laghouat, Algeria, Algeria View → SS Scott Sandra Scott Sandra Colleague at Cfa Institute Jamaica, New York, United States, United States View → BR Bhavana Reddy Bhavana Reddy Colleague at Cfa Institute Bengaluru, Karnataka, India, India View →
1 education record

Kate Stephens education

FAQ

Frequently asked questions about Kate Stephens

Quick answers generated from the profile data available on this page.

What company does Kate Stephens work for?

Kate Stephens works for CFA Institute.

What is Kate Stephens's role at CFA Institute?

Kate Stephens is listed as Director, Product Management at CFA Institute at CFA Institute.

What is Kate Stephens's email address?

AeroLeads has found 1 work email signal at @cfainstitute.org for Kate Stephens at CFA Institute.

Where is Kate Stephens based?

Kate Stephens is based in Charlottesville, Virginia, United States while working with CFA Institute.

What companies has Kate Stephens worked for?

Kate Stephens has worked for Cfa Institute.

Who are Kate Stephens's colleagues at CFA Institute?

Kate Stephens's colleagues at CFA Institute include Mandy Griffin (Upton), Gitasree Hem, Martha Morris, Cfa Vancouver, and Ashley H..

How can I contact Kate Stephens?

You can use AeroLeads to view verified contact signals for Kate Stephens at CFA Institute, including work email, phone, and LinkedIn data when available.

What schools did Kate Stephens attend?

Kate Stephens holds Bachelor'S Degree from University Of Virginia.

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