MBA - University of California, Los Angeles - The Anderson School of Management
FINANCE AND ACCOUNTING ADVISOR
Steven is a finance and accounting specialist with a passion for technology and entrepreneurship. With over 15 years of experience, he has held positions across Wall Street, in CFO consulting and as an entrepreneur.
In his early career working at mega-banks such as Morgan Stanley and Citigroup, Steven amassed skillsets in analysis, equity research, financial modeling, investments, credit/debt, valuation, business development and client management. With this core, he founded, scaled and sold a cloud-based CFO consultancy specializing in venture-backed startups from 2012-15.
Then in 2015, Steven co-founded a SaaS Personal Financial Management technology. During this time, he learned front-end development and DataScience (machine learning and AI) to further the technology.
His personal interests include spending time with his family, acoustic guitar, Texas hold’em, markets, investing, snowboarding and technology.