DS

Denise Steffel

President - COO at Alpaca

Denise Steffel has a diverse work experience spanning over several companies and roles. Denise began their career in 1993 at Prudential Financial as a Financial Sales Assistant. Denise then moved on to Bear Stearns & Co. in 1995, where they served as an Institutional Equity Sales Associate. Following that, they worked at First Union Securities as a Branch Operations Manager from 1996 to 1999. Denise then joined Paine Webber as a Senior Client Service Associate for a year before transitioning to UBS as a Senior Registered Client Associate from 2000 to 2005. In 2005, they became an Assistant VP at First Southwest Company and later became the Director of Operations at Penson Financial Services from 2008 to 2012. Denise then joined Apex Clearing Corporation, where they held the roles of AMLCO - VP Compliance from 2012 to 2016 and Chief Risk Officer from 2016 to 2017. Most recently, they worked at Raymond James as VP of OPS, Non-Financial Regulatory Reporting from 2017 to 2022. Denise is currently serving as the President - COO at Alpaca since June 2022.

Denise Steffel has attended Southwestern Michigan College, where they pursued a degree in General Business. However, the exact start and end years of their education at this institution are unknown. Additionally, they have also studied at St. Petersburg College, where they obtained a Bachelor of Business Administration (BBA) degree. Again, the specific dates for their enrollment are not provided. There is no information available regarding their field of study for either degree.

Links

Previous companies

Prudential Financial logo
UBS logo

Timeline

  • President - COO

    June, 2022 - present

  • Executive

    March, 2022

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