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Preston Lappe, Caia Email & Phone Number

VP, Private Bank Lending at Stifel Bank & Trust at Stifel Bank & Trust
Location: St Louis, Missouri, United States 5 work roles 1 school
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Current company
Stifel Bank & Trust
Role
VP, Private Bank Lending at Stifel Bank & Trust
Location
St Louis, Missouri, United States
Company size
150 employees

Who is Preston Lappe, Caia? Overview

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Quick answer

Preston Lappe, Caia is listed as VP, Private Bank Lending at Stifel Bank & Trust at Stifel Bank & Trust, a company with 150 employees, based in St Louis, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Preston Lappe, Caia.

Preston Lappe, Caia previously worked as Vice President - Private Bank Lending at Stifel Bank & Trust and Credit Analyst - C&I / Private Bank Lending at Stifel Bank & Trust. Preston Lappe, Caia holds Bachelor Of Science, Finance from Drake University.

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Email format at Stifel Bank & Trust

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Stifel Bank & Trust

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Profile bio

About Preston Lappe, Caia

Dedicated financial services professional with multifaceted, analytical business skills. Consensus-driven communicator capable of working within teams to fulfill complex projects.

Listed skills include Microsoft Office, Financial Analysis, Microsoft Excel, Investments, and 16 others.

Current workplace

Preston Lappe, Caia's current company

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Stifel Bank & Trust
Stifel Bank & Trust
VP, Private Bank Lending at Stifel Bank & Trust
st. louis, missouri, united states
Website
stifelmortgage.com
Employees
150
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5 roles

Preston Lappe, Caia work experience

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

Vice President - Private Bank Lending

Current
Stifel Bank & Trust

Greater St. Louis Area

Underwrite and manage credit portfolio

Apr 2018 - Present

Credit Analyst - C&I / Private Bank Lending

Stifel Bank & Trust

Saint Louis, Missouri

Provide portfolio management support including analyzing and underwriting credits, monitoring credit portfolio for deterioration, and providing regular credit reviews.

Apr 2017 - Oct 2018

Assistant Vice President - Securities Based Lending Group - Stifel Bank & Trust

Stifel Bank & Trust

Greater St. Louis Area

  • Underwrite securities based loans under the Stifel Pledged Asset program
  • Monitor that existing loan and collateral accounts remain within acceptable parameters
  • Assist clients, brokers, and back-office employees with loans and accounts
May 2014 - Apr 2017

Sr. Specialist - New Accounts

Stifel Financial Corp.

Greater St. Louis Area

  • Review, Approve, and Maintain LLC, Corporate, Partnership, and Qualified Plan accounts and paperwork.
  • Manage assigned projects and daily reports.
  • Solve branch and other department account issues over the phone and through e-mail.
  • Primary point of contact for newly recruited brokers from a previous firm as they transfer client relationships in their first few months.
Jun 2012 - May 2014

Stockbroker Intern

Scottrade

Des Moines, Iowa Area

  • Answer customer questions in person and phone, using in-house CRM software
  • Manage daily reports
  • Handle checks and paperwork using Sharepoint
  • Assist customers with quotes, research, dividends and re-orgs
Apr 2010 - Dec 2011
Team & coworkers

Colleagues at Stifel Bank & Trust

Other employees you can reach at stifelmortgage.com. View company contacts for 150 employees →

SI Sandy Ingrim Sandy Ingrim Colleague at Stifel Bank & Trust Potwin, Kansas, United States, United States View → VD Victor Djavaherian Victor Djavaherian Colleague at Stifel Bank & Trust Greater St. Louis, United States View → TS Tammy Shank Tammy Shank Colleague at Stifel Bank & Trust Ballwin, Missouri, United States, United States View → RP Ryan Peacock Ryan Peacock Colleague at Stifel Bank & Trust St Louis, Missouri, United States, United States View → DH Dyllan Haggard Dyllan Haggard Colleague at Stifel Bank & Trust Greater St. Louis, United States View → JP John Phillips John Phillips Colleague at Stifel Bank & Trust Greater St. Louis, United States View → JN Joyce Nicholson Joyce Nicholson Colleague at Stifel Bank & Trust Greater St. Louis, United States View → DV Danna Vendetti Danna Vendetti Colleague at Stifel Bank & Trust St Louis, Missouri, United States, United States View → DV Danna Vendetti Danna Vendetti Colleague at Stifel Bank & Trust St Louis, Missouri, United States, United States View → AP Ashley Pieber Ashley Pieber Colleague at Stifel Bank & Trust Fenton, Missouri, United States, United States View →
1 education record

Preston Lappe, Caia education

FAQ

Frequently asked questions about Preston Lappe, Caia

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

What company does Preston Lappe, Caia work for?

Preston Lappe, Caia works for Stifel Bank & Trust.

What is Preston Lappe, Caia's role at Stifel Bank & Trust?

Preston Lappe, Caia is listed as VP, Private Bank Lending at Stifel Bank & Trust at Stifel Bank & Trust.

Where is Preston Lappe, Caia based?

Preston Lappe, Caia is based in St Louis, Missouri, United States while working with Stifel Bank & Trust.

What companies has Preston Lappe, Caia worked for?

Preston Lappe, Caia has worked for Stifel Bank & Trust, Stifel Financial Corp., and Scottrade.

Who are Preston Lappe, Caia's colleagues at Stifel Bank & Trust?

Preston Lappe, Caia's colleagues at Stifel Bank & Trust include Sandy Ingrim, Victor Djavaherian, Tammy Shank, Ryan Peacock, and Dyllan Haggard.

How can I contact Preston Lappe, Caia?

You can use AeroLeads to view verified contact signals for Preston Lappe, Caia at Stifel Bank & Trust, including work email, phone, and LinkedIn data when available.

What schools did Preston Lappe, Caia attend?

Preston Lappe, Caia holds Bachelor Of Science, Finance from Drake University.

What skills is Preston Lappe, Caia known for?

Preston Lappe, Caia is listed with skills including Microsoft Office, Financial Analysis, Microsoft Excel, Investments, Customer Service, Crm, Public Speaking, and Sales.

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