Work Experience:

A Leader in the Financial Services, Healthcare, Insurance,  CPG, Logistics, Distribution and Construction industries that drives business agility, and P&L optimization through implementation of innovative technology and generative AI on behalf of customer service, operational excellence,  top line growth and cost reduction.

Education:

An educator (teaching IT strategy, automation and transformation) in a top-tier Executive MBA Program, Steve also holds an MBA degree in Finance and IT, plus a Bachelors in Economics.  Also served as an instructor for international consultancies, teaching global Executives the strategy of business transformation through technology innovation and process automation, including IoT, generative  AI, intelligent automation and AI/ML.

Certifications:

Steve has authored multiple articles and books on the topics of IT automation,  business transformation, program management, innovation through digital and cloud technology and customer service.  He holds multiple industry certifications in the financial services and insurance industry, such as INS and CPCU designations.

Location:

US – East Coast

Qualifications:

• Designed and implemented AI-driven automation programs for multiple financial services institutions to enable creation of new digital products, delivery of omnichannel marketing programs and implementation of digital workplaces to streamline workflow.
• Serves as an Advisor and Board member for multiple FinTech, HealthTech, Venture Capital and Private Equity companies and provides consultation to drive optimization of business operations and P&L enhancement through AI.
• Assessed, designed and implemented digital customer service strategy and architecture for multiple global companies. The projects included an assessment of current state, design of a future state and development of a roadmap and business case for people / process / technology transformation to leverage generative AI and intelligent automation.
• Served as a CIO, CTO and Chief Digital Officer for numerous clients in multiple industries and has been responsible for transforming organizational models, technology development processes and technology platforms to automate processes, streamline operations, reduce costs, enhance customer service and increase top line.
• Designed and implemented AI-based workflows for multiple financial service organizations in key areas, such as risk management, customer onboarding, loan servicing, marketing and product development.
• Served as CIO in a global financial services organization, tasked with the responsibility to transform the IT operating model, applications, data environment and architecture as driven by leverage of cloud—based services, Dev/Ops and IT process automation.