- Senior Stakeholder Management
- Investor Presentations
- Institutional Investments
- Debt Management
Growth-focused fractional CFO helping founders scale their vision
Steve helps founders increase their company's trajectory – AI, AI Platforms, SaaS, Fintech, and other technology startups. He has over two decades of leadership in finance, advanced analytics to fuel decision making, and creative problem solving, having developed the foundational skill sets in capital raising, accounting, finance, treasury, equities research, and strategy and operations consulting at banks, broker/dealers, consulting firms, and operating companies.
Steve holds a Wharton MBA in fi…
Zeblok Computational Inc.
Chief Financial Officer
Dec 2019 - Jan 2023
Zeblok's Cloud and Edge AI application deployment platform enables AI inferencing anywhere – rapidly provision thousands of Edge servers and deploy AI applications as APIs to all locations with one click. Raised capital, refined messaging, managed all financial and administrative tasks, helped develop marketing/sales collateral, and coordinated team.
- Raised Capital: Led campaign, including messaging, investor materials, market positioning, forecast model, managed meetings, follow-up, coached CEO on presentation delivery, business plan, and valuation.
- Accounting, Finance & Treasury: Developed and implemented finance infrastructure, oversight procedures, technology integration, liquidity management, payroll, budgeting, invoicing, collections, expenses, insurance, benefits, accounting, financial reportin
- Strategy & Marketing: Helped develop plan to scale Edge AI business, marketing/sales collateral; advised CEO on strategy, positioning, and innovation management.
Touchstone Group, LLC
Jan 2004 - Jan 2021
Touchstone Group, LLC is a leading, independent, full-service placement agent that raises institutional and family office capital for private equity, venture capital, growth, and other illiquid alternative investment managers.
- Secured investments for Venture Capital and Private Equity managers from North American and European institutional investors, including pension funds, endowments, outsourced investment managers (OCIOs), asset management consultants, private banks, family offices, funds of PE funds, and wealth advisors.
- Founded funds placement firm, merged with Touchstone
- Packaged and articulated funds’ value propositions – strategy, team, track record, and competitive advantage – to meet institutional investors’ expectations
- Accompanied clients to all investor meetings and managed process from introduction through closing
DLJ, Kleinwort Wasserstein, Oppenheimer, HSBC James Capel, Banorte Securities
Senior Latin American Bank Equities Research Analyst
Apr 1992 - Dec 2003
Published sell side research and advised fund managers on 18 banks throughout Latin America.
- Conceived industry benchmark tool “DLJ Earnings Flash,” a unique and timely quarterly analysis
- Created “impairment ratio” Mexican bank solvency assessment, methodology, and metric following extreme sector dislocation (1994 Peso crash)
Jan 1990 - Jan 1992
ABB is a technology leader in electrification and automation, enabling a more sustainable and resource-efficient future. The company’s solutions connect engineering know-how and software to optimize how things are manufactured, moved, powered and operated. Building on more than 130 years of excellence, ABB’s ~105,000 employees are committed to driving innovations that accelerate industrial transformation.
- Corporate and operating unit finance policy, balance sheet management
- Banking relationships, debentures
Financial Services Consultant
Apr 1987 - Jan 1990
Advised on strategic and operational issues. Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere. Our work combines advice with action and integrity.
- Strategic: Mutual fund managers, financial software vendors, insurers, utilities
- Operational: Banks, brokerage firms, leasing companies
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