Chief Executive Officer /
Steve has more than 25 years of executive and sales-management experience in a variety of industries, including financial services and health care. His particular expertise is in leading organizations through periods of rapid growth, managing large sales and marketing organizations, and capital formation to deploy both organic and inorganic growth strategies.
Prior to joining LDIntelligence, Steve was CEO of 3D Asset Management, an independent RIA providing ETF model portfolios, technology and practice-management solutions to fee-based financial advisers. During his tenure as CEO, he led efforts to strengthen and reposition the business, develop an innovative financial technology platform and prepare the firm for a sale.
Previously, Steve was Owner and EVP of Accounting Resources, a regional provider of accounting, payroll and insurance services. Having developed and sold the payroll and insurance segments of the business to ADP, Steve currently serves as Board Director capacity for the firm.
As Executive Vice President for Sales and Marketing at Byram Healthcare, Steve’s team created the largest direct sales organization in the industry and completed more than 30 acquisitions to drive revenue growth from $20MM to $160MM over a nine-year period.
Before working at Byram, Steve served as sales executive for a number of firms in the financial services industry. consulting with large institutions in areas of corporate finance, asset/liability management, specific securities transactions and investment banking. Steve also served as Principal for a Western branch office of Wall Street-based R.C. Government Securities and was Vice President for five years for for Prudential Securities, where his team administered an institutional advisory practice for its Pacific South region.