Caite Stevens, CIP, CPC

Caite Stevens, CIP, CPC
Director, Technology and Process Improvement, Principal

Specific experience

  • Director, Administrative Operations at Highline Wealth Management
  • Operations Manager at The Abramowitz Group of Morgan Stanley, Raymond James & Associates, Raymond James Financial, and Merrill Lynch
  • Registered Client Service Representative at Legg Mason
  • General Securities Registered Representative at Olde Discount Stockbrokers

Industry involvement

  • Certified Information Professional (CIP)
  • Certified Professional Controller (CPC)
  • Professional Member, Institute of Finance and Management
  • Professional Member, Association for Information and Image Management
  • Professional Member, Institute of Management Accountants
  • Former Treasurer, Independent Online Booksellers Association


Virginia Polytechnic Institute and State University

BS, Finance