Sonal Shah, CIA, CFSA

Controller

Envelope Phone SFM Start Date: January 2026 Education: Bachelor of Science in Finance and BankingUniversity of Missouri-Columbia Credentials: Certified Internal Auditor (CIA)Certified Financial Services Auditor (CFSA) Work experience prior to…

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Lisa Stack

Managing Partner

Envelope Phone SFM Start Date: January 1994 Education: B.S., Finance & Marketing Montana State University Credentials: Series 65 Financial Industry Regulatory Authority (FINRA) Work experience prior to joining SFM: Lisa…

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