Stefan Opolski has a background in finance and operations, with experience at companies such as 55ip, Audax Group, State Street, JP Morgan Chase, and Merrill Lynch. At 55ip, Stefan serves as a Controller, contributing to the financial technology company's mission to improve financial progress for advisors. Prior to this, Stefan held roles such as Finance and Operations Manager, Senior Finance Associate, and Financial Reporting Manager at various organizations, where Stefan gained experience in financial statement preparation, client operations, SEC filings, and more. Stefan graduated from the College of the Holy Cross with a B.A in Economics.
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