Chief Financial Officer
Current
Jan 2019 - Present
AeroLeads people directory · profile
Michael Stanley Email & Phone Number
Chief Financial Officer at MyVest
at
MyVest
1 work email found
@shorenstein.com
6 phones found area 415, 925, 510, and 707
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer at MyVest
Location
San Francisco Bay Area, United States, United States
Who is Michael Stanley? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Stanley is listed as Chief Financial Officer at MyVest at MyVest, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at shorenstein.com, phone signal with area code 415, 925, 510, 707, and a matched LinkedIn profile for Michael Stanley.
Michael Stanley previously worked as Chief Financial Officer at Myvest and VP Finance - Fintech | Investment Management at Myvest. Michael Stanley holds Master Of Arts, International Policy Studies from Middlebury Institute Of International Studies At Monterey.
Company email context
Email format at MyVest
This section adds company-level context without repeating Michael Stanley's masked contact details.
{first_initial}{last}@shorenstein.com
86% confidence
AeroLeads found 1 current-domain work email signal for Michael Stanley. Compare company email patterns before reaching out.
Profile bio
About Michael Stanley
Seasoned CFO, Director/VP of Finance and COO, with 20+ years of experience in finance and operations. Strategic and analytical; mission driven and collaborative. Strong track record of successfully completing critical initiatives and streamlining operations for clients, employees and business stakeholders. Skill-set includes: strategy development, managing the finance and accounting function, tax & audit, raising capital, business valuation, advising on mergers and acquisitions, developing and analyzing KPIs, data management and analysis, forecast and budgeting, implementing financial reporting and management systems, cash management, leading IT strategy and critical systems implementations, analyzing and developing risk management programs, human resources and managing overall operations.
Listed skills include Hedge Funds, Alternative Investments, Private Equity, Capital Markets, and 41 others.
Current workplace
Michael Stanley's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles
Michael Stanley work experience
A career timeline built from the work history available for this profile.
Vp Finance - Fintech | Investment Management
MyVest is a leading investment management platform provider that enables better financial outcomes for investors by equipping financial advisors with superior technology and services. MyVest's portfolio rebalancing, tax management and administrative services allow advisors to spend more time engaging with clients and tailoring strategies to meet their.
Jun 2018 - Dec 2018
Founder
Current
Formline Financial Consulting Llc
FormLine provides focused and tailored advice on strategy, finance and operations to private businesses.
Jan 2018 - Present
Consulting Cfo And Coo / Advisor
Current
Consulting
Assist early stage, high growth firms with strategy development, financial modeling, capital and resource planning, valuation, product pricing and risk management. Partner with senior management to raise capital, meet with investors and coordinate with key stakeholders. Advise and manage process for finance and accounting structure, systems and overall.
Feb 2017 - Present
Chief Administrative Officer - Private Equity | Real Estate Investment Management
Managed key operational functions including technology, risk management, compliance, corporate secretary and premises; served on multiple cross-functional corporate committees. Successfully managed several critical operational projects. Developed and managed firm-wide initiatives to drive performance improvement, reduce risk, and align processes with firm.
Apr 2013 - Feb 2017
Chief Financial Officer & Chief Operating Officer - Global Quantitative Fund | Hedge Fund
Performed all CFO and COO responsibilities for start-up multi-national hedge fund and trading business. Built finance and accounting platform and developed new strategic financial modeling processes. Partnered with the CEO and President and played key role in raising institutional trading capital. Managed the entire finance and accounting function in the.
Apr 2011 - Feb 2013
Chief Financial Officer & Chief Operating Officer - Wealth Management | Investment Advisor
Nollenberger Capital Partners
Performed all CFO and COO duties for 100 employee investment advisor/broker-dealer. Responsible for developing new strategic financial models and growth plans; worked closely with the CEO and Board of Directors. Managed the firm’s finance functions including accounting, financial reporting (GAAP and regulatory), cash management, tax, audit, forecasting and.
Sep 2007 - Apr 2011
Director Of Finance - Global Investment Bank | Private Equity | Merchant Banking
Responsible for strategic planning and finance for diversified investment banking firm. Performed corporate planning analyses, research, and solution development in order to develop and implement long term business plans. Managed financial functions including accounting, budget and forecast, credit, insurance, tax and treasury. Oversaw business operations.
Jan 2000 - Sep 2007
Vice President, Finance Manager - Commercial Banking | Private Wealth Management | Brokerage
Jan 1997 - Jan 2000
Senior Financial Analyst
Nov 1993 - Jan 1997
2 education records
Michael Stanley education
Master Of Arts, International Policy Studies
Middlebury Institute Of International Studies At Monterey
Ba, International Relations
University Of California, Davis
FAQ
Frequently asked questions about Michael Stanley
Quick answers generated from the profile data available on this page.
What company does Michael Stanley work for?
Michael Stanley works for MyVest.
What is Michael Stanley's role at MyVest?
Michael Stanley is listed as Chief Financial Officer at MyVest at MyVest.
What is Michael Stanley's email address?
AeroLeads has found 1 work email signal at @shorenstein.com for Michael Stanley at MyVest.
What is Michael Stanley's phone number?
AeroLeads has found 6 phone signal(s) with area code 415, 925, 510, 707 for Michael Stanley at MyVest.
Where is Michael Stanley based?
Michael Stanley is based in San Francisco Bay Area, United States, United States while working with MyVest.
What companies has Michael Stanley worked for?
Michael Stanley has worked for Myvest, Formline Financial Consulting Llc, Consulting, Shorenstein Realty Services, and Galiam Capital, Llc.
How can I contact Michael Stanley?
You can use AeroLeads to view verified contact signals for Michael Stanley at MyVest, including work email, phone, and LinkedIn data when available.
What schools did Michael Stanley attend?
Michael Stanley holds Master Of Arts, International Policy Studies from Middlebury Institute Of International Studies At Monterey.
What skills is Michael Stanley known for?
Michael Stanley is listed with skills including Hedge Funds, Alternative Investments, Private Equity, Capital Markets, Equities, Valuation, Asset Managment, and Venture Capital.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial