Stifel
King Chan, CPA, has extensive experience in financial management and analysis, currently serving as the FP&A Manager and Trust Controller at Stifel Financial Corp. since 2015. Prior to this role, King held the position of AVP, Business Planning & Analysis at Barclays Wealth Management from 2010 to 2015, and worked as a Senior Audit Associate at EY from 2008 to 2010. King earned a Bachelor's Degree in Finance and CPA Accounting from NYU Stern School of Business from 2004 to 2007.
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Stifel
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Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation.