President
Current
Sep 2021 - Present
AeroLeads people directory · profile
Brian Steen, Cfa, Asa, Cepa Email & Phone Number
President of Steen Valuation Group, LLC | Exit Planning | Ownership Transitions | Corporation Valuations
at
Steen Valuation Group
2 work emails found
@dixon-hughes.com
1 phone found area 336
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President of Steen Valuation Group, LLC | Exit Planning | Ownership Transitions | Corporation Valuations
Location
Winston-Salem, North Carolina, United States
Who is Brian Steen, Cfa, Asa, Cepa? Overview
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Quick answer
Brian Steen, Cfa, Asa, Cepa is listed as President of Steen Valuation Group, LLC | Exit Planning | Ownership Transitions | Corporation Valuations at Steen Valuation Group, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at dixon-hughes.com, phone signal with area code 336, and a matched LinkedIn profile for Brian Steen, Cfa, Asa, Cepa.
Brian Steen, Cfa, Asa, Cepa previously worked as President at Steen Valuation Group and Principal at Dixon Hughes Goodman Llp. Brian Steen, Cfa, Asa, Cepa holds Mba, Finance And Accounting from Vanderbilt University.
Company email context
Email format at Steen Valuation Group
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*@dixon-hughes.com
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AeroLeads found 2 current-domain work email signals for Brian Steen, Cfa, Asa, Cepa. Compare company email patterns before reaching out.
Profile bio
About Brian Steen, Cfa, Asa, Cepa
Brian has over 23 years of experience valuing closely held and public companies. Prior to forming Steen Valuation Group, he was a leader in the valuation group at DHG, a top 20 accounting firm. While at DHG, Brian grew and managed a valuation team and was responsible for the review function for valuation issues for financial statements that DHG audits. Brian has extensive experience preparing business valuations for estate and financial planning, serving as an expert witness in bankruptcy and litigation cases, and consulting with clients on merger and acquisition related issues. His practice specializes in valuing equity interests, intangible assets, and complex securities. He has worked with many companies across the financial institution, manufacturing, healthcare, technology, wholesale, retail and service sectorsBrian's past work experiences include senior credit analyst, commercial lender and investment portfolio manager.
Listed skills include Business Valuation, Mergers And Acquisitions, Valuation, Financial Analysis, and 18 others.
Current workplace
Brian Steen, Cfa, Asa, Cepa's current company
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4 roles · 28 years
Brian Steen, Cfa, Asa, Cepa work experience
A career timeline built from the work history available for this profile.
Principal
As a Principal within DHG Valuation, my practice focuses primarily on business valuations related to corporate finance transactions. This includes:• Intangible asset valuations (personal goodwill, non-compete agreements, technology, trademarks, customer relationships and assembled work force)• Valuation consulting related to mergers & acquisitions• Stock/option compensation valuationsClients served include private equity groups and various-sized companies, including public companies, across the manufacturing, wholesale, retail and service sectors. Member of the Association for Corporate Growth (ACG), an international organization for business leaders focusing on driving growth for the middle-market.
1999 - Sep 2021
Business Valuation/Portfolio Manager
Business Valuation/Portfolio ManagerWachovia, A Wells Fargo CompanyDates Employed: May 1998 – May 1999Employment Duration: 1 yr. 1 mo.
May 1998 - May 1999
Senior Credit Analyst And Commercial Lender
Jun 1992 - May 1998
2 education records
Brian Steen, Cfa, Asa, Cepa education
Mba, Finance And Accounting
Bachelor Of Business Administration - Bba, Finance, General
FAQ
Frequently asked questions about Brian Steen, Cfa, Asa, Cepa
Quick answers generated from the profile data available on this page.
What company does Brian Steen, Cfa, Asa, Cepa work for?
Brian Steen, Cfa, Asa, Cepa works for Steen Valuation Group.
What is Brian Steen, Cfa, Asa, Cepa's role at Steen Valuation Group?
Brian Steen, Cfa, Asa, Cepa is listed as President of Steen Valuation Group, LLC | Exit Planning | Ownership Transitions | Corporation Valuations at Steen Valuation Group.
What is Brian Steen, Cfa, Asa, Cepa's email address?
AeroLeads has found 2 work email signals at @dixon-hughes.com for Brian Steen, Cfa, Asa, Cepa at Steen Valuation Group.
What is Brian Steen, Cfa, Asa, Cepa's phone number?
AeroLeads has found 1 phone signal(s) with area code 336 for Brian Steen, Cfa, Asa, Cepa at Steen Valuation Group.
Where is Brian Steen, Cfa, Asa, Cepa based?
Brian Steen, Cfa, Asa, Cepa is based in Winston-Salem, North Carolina, United States while working with Steen Valuation Group.
What companies has Brian Steen, Cfa, Asa, Cepa worked for?
Brian Steen, Cfa, Asa, Cepa has worked for Steen Valuation Group, Dixon Hughes Goodman Llp, Wachovia, A Wells Fargo Company, and Bb&T.
How can I contact Brian Steen, Cfa, Asa, Cepa?
You can use AeroLeads to view verified contact signals for Brian Steen, Cfa, Asa, Cepa at Steen Valuation Group, including work email, phone, and LinkedIn data when available.
What schools did Brian Steen, Cfa, Asa, Cepa attend?
Brian Steen, Cfa, Asa, Cepa holds Mba, Finance And Accounting from Vanderbilt University.
What skills is Brian Steen, Cfa, Asa, Cepa known for?
Brian Steen, Cfa, Asa, Cepa is listed with skills including Business Valuation, Mergers And Acquisitions, Valuation, Financial Analysis, Corporate Finance, Auditing, Strategic Financial Planning, and Litigation Support.
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