Stifel Bank & Trust
Preston Lappe, CAIA has a diverse work experience spanning various roles in the financial industry. Preston began their career as a Stockbroker Intern at Scottrade from April 2010 to December 2011. Following this, they joined Stifel Financial Corp. as a Sr. Specialist - New Accounts from June 2012 to May 2014. In this role, they were responsible for reviewing, approving, and maintaining LLC, corporate, partnership, and qualified plan accounts. Preston also managed projects and daily reports and resolved account issues. Preston then moved to Stifel Bank & Trust, where they held multiple positions. From May 2014 to April 2017, they served as an Assistant Vice President in the Securities Based Lending Group. Preston then transitioned to a Credit Analyst role in C&I/Private Bank Lending from April 2017 to October 2018. Currently, Preston holds the position of Vice President - Private Bank Lending at Stifel Bank & Trust, starting in April 2018.
Preston Lappe, CAIA, obtained a Bachelor of Science degree in Finance from Drake University, where they studied from 2007 to 2011. In addition to their degree, Preston Lappe has achieved certifications in the financial industry. Preston became a Chartered Alternative Investment Analyst (CAIA) Charterholder in November 2018, awarded by the CAIA Association. Previously, in April 2015, they obtained the Series 7 certification from the Financial Industry Regulatory Authority (FINRA).
Stifel Bank & Trust
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At Stifel Bank, we make banking and lending simple, convenient, and even enjoyable for our individual and business clients. We have adopted a client-centered business model in which each associate is responsible for contributing to our clients’ overall satisfaction; fostering an entrepreneurial culture based on participation and respect. Whether working with clients individually, or in tandem with a Stifel Financial Advisor, we strive to build enduring personal relationships that stand the test of time. Stifel Bank, headquartered in St. Louis, Missouri, offers a variety of innovative banking products, including home lending, securities-based lending, relationship-based commercial lending, treasury management, private banking and more. stifelbankstl.com | stifelmortgage.com | stifel.com Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (Stifel Banks). Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Banks. The financial advisors of Stifel, Nicolaus & Company, Incorporated do not offer mortgage loans, provide mortgage loan information or accept residential mortgage loan applications. Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103 is affiliated with Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal. Our Social Media policy and disclosure: https://www.stifelmortgage.com/SocialMediaDisclosure.html