Managing Director Us And Latam
Current
Jul 2017 - Present
AeroLeads people directory · profile
Stephanie Adams Email & Phone Number
Managing Director International High Net Worth Life Sales
at
Charles Monat Associates Limited
1 work email found
@charlesmonatassociates.com
2 phones found area 310
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director International High Net Worth Life Sales
Location
Holden, Massachusetts, United States
Company size
Who is Stephanie Adams? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephanie Adams is listed as Managing Director International High Net Worth Life Sales at Charles Monat Associates Limited, a company with 127 employees, based in Holden, Massachusetts, United States. AeroLeads shows a work email signal at charlesmonatassociates.com, phone signal with area code 310, and a matched LinkedIn profile for Stephanie Adams.
Stephanie Adams previously worked as Managing Director US and LATAM at Charles Monat Associates Limited and Managing Director Americas at Charles Monat Associates Limited. Stephanie Adams holds Mba, Business And Finance from Anna Maria College.
Company email context
Email format at Charles Monat Associates Limited
This section adds company-level context without repeating Stephanie Adams's masked contact details.
{first}.{last}@charlesmonatassociates.com
89% confidence
AeroLeads found 1 current-domain work email signal for Stephanie Adams. Compare company email patterns before reaching out.
Profile bio
About Stephanie Adams
Business executive specializing in International High Net Worth Planning and Insurance.The international high net worth insurance niche is one that is unique, interesting, and requires a high level of skill. I enjoy working with clients from the US and around the world to work through wealth planning, family and business needs. Having a global view is very helpful for clients that have assets, businesses and families in multiple jurisdictions.I provide wealth planning solutions utilizing high net worth life insurance to families from the US, LATAM, Asia, and the EU. Or US families with connections inside and outside of the US. With 20 years of experience in this niche and compliant processes for 50 countries I can help high net worth families complete their risk management and wealth transfer plan.Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC
Listed skills include Insurance, Wealth Management, Life Insurance, Financial Services, and 28 others.
Current workplace
Stephanie Adams's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Monat Associates Limited
7 roles
Stephanie Adams work experience
A career timeline built from the work history available for this profile.
Managing Director Americas
Current
Jul 2017 - Present
Registered Representative
CurrentRegistered Representative of The Leaders Group, Inc. Member FINRA/SIPC
Jul 2017 - Present
Senior Vice President
Head of the US expansion for Global Wealth Solutions the high net worth life insurance division of Willis including US domestic and LATAM markets. Able to bring HNW life insurance specialty to the total risk management offering at Willis. Experienced in multi- jurisdictional regulations, compliance, wealth transfer planning, client facing consulting for.
May 2014 - Jul 2017
Senior Vice President
Charles Monat Associates
Head of the America's. Provide US carrier opprortunities to insurance producers worldwide. Experienced in multijurisdictional regulations, compliance, new business/underwriting practices, consulting and selling of insurance products, in the US, Bermuda and Asia.
Mar 2010 - May 2014
Vice President Insurance Operations
Managed world wide New Business, Underwriting and Client Service teams. One of five senior managers in the firm. Worked closely with all other areas of the firm including Product, Accounting, IT, Sales and Finance. General knowledge and strategic management of world wide issues and business development.
Apr 2001 - Oct 2009
Director Client Services
Managed all Individual and Group Customer Service departments including Large Case Management, Business Analysts, Crediting Department, Policy Change and Regional Customer Service.
Jun 1994 - Apr 2001
Team & coworkers
Colleagues at Charles Monat Associates Limited
Other employees you can reach at charlesmonatassociates.com. View company contacts for 127 employees →
WL
Wenlin Li
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
KC
Kelvin Cheng
Colleague at Charles Monat Associates LimitedHong Kong SAR, Hong Kong
View →
CY
Chok Yee Teo
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
PC
Patricia Cheng
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
YT
Yen Teck Yong
Colleague at Charles Monat Associates LimitedSingapore, Singapore, Singapore
View →
KK
Klaus Kiessling
Colleague at Charles Monat Associates LimitedSingapore, Singapore, Singapore
View →
GT
Grayson Tee
Colleague at Charles Monat Associates LimitedSelangor, Malaysia, Malaysia
View →
JW
James Wu
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
NT
Nigel Tan
Colleague at Charles Monat Associates LimitedSingapore, Singapore, Singapore
View →
AW
Ang Wei Ting
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
Wenlin Li
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
KC
Kelvin Cheng
Colleague at Charles Monat Associates LimitedHong Kong SAR, Hong Kong
View →
CY
Chok Yee Teo
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
PC
Patricia Cheng
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
YT
Yen Teck Yong
Colleague at Charles Monat Associates LimitedSingapore, Singapore, Singapore
View →
KK
Klaus Kiessling
Colleague at Charles Monat Associates LimitedSingapore, Singapore, Singapore
View →
GT
Grayson Tee
Colleague at Charles Monat Associates LimitedSelangor, Malaysia, Malaysia
View →
JW
James Wu
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
NT
Nigel Tan
Colleague at Charles Monat Associates LimitedSingapore, Singapore, Singapore
View →
AW
Ang Wei Ting
Colleague at Charles Monat Associates LimitedSingapore, Singapore
View →
2 education records
Stephanie Adams education
Mba, Business And Finance
Ba, Communications
FAQ
Frequently asked questions about Stephanie Adams
Quick answers generated from the profile data available on this page.
What company does Stephanie Adams work for?
Stephanie Adams works for Charles Monat Associates Limited.
What is Stephanie Adams's role at Charles Monat Associates Limited?
Stephanie Adams is listed as Managing Director International High Net Worth Life Sales at Charles Monat Associates Limited.
What is Stephanie Adams's email address?
AeroLeads has found 1 work email signal at @charlesmonatassociates.com for Stephanie Adams at Charles Monat Associates Limited.
What is Stephanie Adams's phone number?
AeroLeads has found 2 phone signal(s) with area code 310 for Stephanie Adams at Charles Monat Associates Limited.
Where is Stephanie Adams based?
Stephanie Adams is based in Holden, Massachusetts, United States while working with Charles Monat Associates Limited.
What companies has Stephanie Adams worked for?
Stephanie Adams has worked for Charles Monat Associates Limited, The Leaders Group, Inc., Willis Towers Watson, Charles Monat Associates, and International Planning Group.
Who are Stephanie Adams's colleagues at Charles Monat Associates Limited?
Stephanie Adams's colleagues at Charles Monat Associates Limited include Wenlin Li, Kelvin Cheng, Chok Yee Teo, Patricia Cheng, and Yen Teck Yong.
How can I contact Stephanie Adams?
You can use AeroLeads to view verified contact signals for Stephanie Adams at Charles Monat Associates Limited, including work email, phone, and LinkedIn data when available.
What schools did Stephanie Adams attend?
Stephanie Adams holds Mba, Business And Finance from Anna Maria College.
What skills is Stephanie Adams known for?
Stephanie Adams is listed with skills including Insurance, Wealth Management, Life Insurance, Financial Services, Underwriting, Risk Management, Private Banking, and Business Development.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Stephanie Adams you were looking for.
Stephanie Adams, SPHR
2 email domains
Stephanie Adams
2 email domains
Stephanie Adams
4 email domains
Stephanie Adams
2 email domains