Meet our team

Featured in:

• GTM strategy and execution for banks and fintech.
• AI innovation advisory & solution development: Helping teams apply AI, Agentic AI, and NLP to improve efficiency and decision-making.
• Data-driven customer strategy + marketing: Strengthening customer experience, marketing, and operations.
• Training initiatives in compliance, risk, bank operations, and AI deployment.

• Fintech and banking strategy
• AI, Agentic AI & Natural Language Processing (NLP)
• Customer experience
• GTM strategy & execution
• Merger integration

• Developed positioning, messaging, GTM, and thought leadership strategies to relaunch a Top 20 bank’s flagship commercial credit card program and spend management platform
• For BAI (now Prosight), created training programs and webinars to educate bank, lender, and fintech teams on lending products, payments and money service businesses, cybersecurity, fraud prevention, and AI.
• Co-founded San Francisco/Silicon Valley Integration Gurus (SVIG), a professional association of merger integration executives from Bay Area companies including Cisco, Google, and Microsoft.
• Created agentic AI solution to streamline the process of researching historical precedents and drafting new filings for the electric power industry.
• Co-chair of Generative AI Applications Summit and speaker at 2026 Machine Learning Week.

• American Banker in 2026:
  Steven is quoted about AI to deliver enhanced customer experiences. Read the article in American Banker
  Steven’s insights on managing CX and the need for increasingly robust fraud controls. Read the article in American Banker
• Speaker at Fintech Meetup 2025: Navigating Fintech’s Crossroads: Challenges, Opportunities & the AI
• Keynote speaker at Finovate: Focusing on the three pillars of banking: Deposits, loans, and money movement

Featured in:

• B2B marketing strategy: Insights-led, customer-focused product positioning, messaging, and content strategy.
• Creative services: Content creation and design for integrated, multi-channel marketing and strategic initiatives.
• Thought leadership: Content that builds trust and demand across the buyer journey, tailored for client segments and industry verticals.
• Personas + journey maps: Research-backed tools that shape value propositions, CX strategy, and content.

• GTM strategy & marketing
• AI and Agentic AI / GenAI
• Customer Value Proposition
• Customer Personas & Journey Maps
• Customer Communications
• Design: Branding, information architecture, web design, graphic design

• B2B marketing for banks: Helped Top 5 and national banks increase qualified leads and revenue with multi-channel content for commercial payments, treasury management, embedded finance, and global trade finance.
• Fintech marketing: Created thought leadership blogs, whitepapers and case studies that helped fintech clients accelerate sales conversion for AI-powered payments platforms, automated loan origination systems, and credit risk analytics.
• Technology marketing: Increased market awareness and buyer demand for AI platforms, cybersecurity solutions, cloud infrastructure, IoT systems, and renewable IT.
• Wealth management marketing: Helped wealth firms and financial advisors attract and retain high-net-worth clients with clear, engaging content to demystify complex solutions such as trust & fiduciary services and estate planning.

Featured in:

• Generative AI and Agentic AI prototypes & apps (use cases| POCs| adoption)
• GTM storytelling and assets, including marketing videos

• AI app & prototype development
• AI strategy and prioritization for regulated industries
• Translating AI capabilities into clear value propositions and buyer-ready messaging
• Stakeholder alignment and launch enablement for AI initiatives

• Principal Investigator: Led research and built an engineer-in-the-loop GenAI web app to accelerate regulatory precedent discovery and first-draft development for high-stakes submissions.
• Developer: Built EPRI’s Relief Request Index (RRIndex), bundling the complete NRC relief request record (submittal, RAIs/correspondence, closing letters) to eliminate document-by-document ADAMS searching and speed regulatory drafting.
• Built multiple AI apps that automated time-intensive workflows, improving speed, consistency, and accuracy.
• Principal Investigator: Led development of an NLP dictionary for nuclear power to improve domain-language understanding for AI/NLP solutions.

• Generative AI application development: prototyping and building AI-enabled tools and workflows.
• Creative production for marketing and customer communications: graphics, landing pages, videos, and web-ready design.
• Campaign-ready content that turns complex ideas into clear, engaging stories across channels.

• GenAI & Agentic AI app development
• Video production
• Social media
• Content marketing
• Graphic design & web design
• PR and media relations

• Generative AI web application for regulatory compliance: Built an AI-assisted web application that helps engineers draft complex regulatory documents.
• Regulatory research application with indexing and search: Developed an application that speeds up research by indexing and organizing large sets of data-rich documents.
• Client testimonial video editing: Edited a client testimonial into web-ready and social-ready versions for the client’s website and social media channels.
• In-app tutorial video production: Produced a step-by-step how-to tutorial video hosted inside an application to help users navigate the site.

Featured in:

• Training program strategy + build: designing and developing training that supports business initiatives (compliance & risk, AI governance, communications, customer service, adoption).
• Bank communications enablement: helping teams improve how they communicate with customers through standards, training, and practical examples.
• Workshop-based rollout support: service workshops and user training that accelerate adoption of new tools and ways of working.

• Corporate training and training management
• Course development & instructional design
• Strategic planning & process design
• Customer communications
• Internal communications

• For Top 5 banks, developed training for brand education and a treasury management platform; revised 1000’s of customer communications for retail and high net worth customers.
• Designed a certification program to jump-start a new team-focused approach to sales across business lines.
• Helped drive success of a new business unit with service workshops for providers and user training to accelerate adoption of new technology.
• Supported rollout of a new brand strategy at a top bank by consulting on training for marketing and communications professionals worldwide.

• Utility strategy: Corporate strategy paired with financial analysis and consensus-building to move projects forward.
• Investment-grade business cases for generation and energy initiatives (pro formas, risk/return framing, decision analysis).
• Operations-focused recommendations informed by hands-on utility industry experience (maintenance, design, planning, construction, grid ops, emergency response).

• Corporate strategy & planning (utilities)
• Financial analysis, pro formas, investment cases
• Decision analysis for risk-based strategy profiles
• Electric distribution operations & grid reliability / emergency response
• Industry consulting (energy, healthcare, wireless, aircraft manufacturing)

• Senior leader in strategic planning and analysis for three large electric and gas energy companies.
• Led a financial analysis team to build business cases for large-scale renewable generation investments (solar/wind) ranging from 2–345 MW and ~$13M–$1.5B.
• Developed a global energy investment strategy using decision analysis to assess risk-based strategy profiles.
• Unique field-to-exec perspective from work as an electric distribution operations engineer (direct line of sight to customers, field + planning teams, and end-to-end distribution activities).