How I can help you

I bring over 25 years of problem solving and pain relief in the fintech industry to positively impact marketing, product positioning and strategy.

During my career I've worked in strategy, sales, business development, marketing, software, business intelligence and administration, including at start up firms selling software to the capital markets industry and nationally known firms such as Charles Schwab.

I enjoy connecting the dots to help make significant business outcomes happen. My strengths include the ability to understand complexity, cultivate relationships and find ways to turn lemons into lemonade. I listen well and people value my input.

I look forward to helping.

Areas of Expertise
  • Business Strategy & Planning
  • Non-Profit
  • Technology & IT Services
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance
  • Technical & Scientific Services
  • Nonprofit, Public and Professional Organizations


McGill University - Bachelor of Arts Economics/Political Science

American Graduate School of International Management (Thunderbird) - Masters of International Management

Steven Smith

Communication Methods

  • In Person
  • Phone
  • Video