Wealth Technology Consultant
Dataw Island, South Carolina
Steve, a nationally-recognized and industry-leading trust accounting technology specialist, serves as Wealth Technology Consultant.
Steve has over twenty-five years of business development and technology experience in the trust and wealth management arena, including leadership roles at both SunGard and FIS/Metavante.
His experience spans the full breadth of wealth management providers from community banks to large money center banks to boutique investment firms.
Steve's career has spanned several leading trust accounting vendors, primarily with SunGard and for shorter periods with Metavante, Innovest and Fi-Tek.
He received his Bachelor's Degree in Business Administration and Management from University of Illinois at Urbana-Champaign and his Masters in Business Administration from Northwestern University.