Managing Director of Operations, Family Office
Stephen has over 25 years of experience in professional services, high technology, and manufacturing companies, ranging from small organizations to Fortune 100 companies. As an executive leader, he has a proven history of developing and implementing effective business strategies, establishing achievable stretch operating plans, and motivating cross-functional teams to deliver exceptional results. His areas of expertise include:
- Family office services for ultra-high-net-worth individuals and families
- Professional Services Operations
- Strategic Planning
- Business Process Improvement
- Program and Project Management
- Management Reporting
- Team Facilitation
- Business Development
- California Society of Certified Public Accountants
Education / Certification
- Bachelor of Business (BBus) with an emphasis in accounting, Curtin University
- Senior Vice President, Business Development, Ops On Demand, Inc.
- Senior Vice President, Kranz & Associates
- Executive Vice President, Western Region, Accretive Solutions, Inc.