“For more than a decade I have seen Steve tackle every role with high integrity and a commitment to the people with whom he works. He is successful in executing complex assignments through personal tenacity, great attention to detail and most importantly, creating strong teams. As an example, we worked together where Steve served as Program Manager for a complex client integration. This effort was highly successful through Steve's coordination of partners in TM Implementations, Operations and Technology coupled with a deep understanding of the client's needs. This client's re-engineering of their treasury platform and conversion to Wachovia was recognized nationally by the Association for Financial Professional's annual Pinnacle Award for Excellence. Steve, your creative leadership through this major transition was invaluable! ”
About
EXECUTIVE MANAGEMENT PROFILE
Strategic Leadership - Imparts a one of a kind…
Experience
Education
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United States Military Academy at West Point
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Commandant's List.
Leadership Appraisal Class Rank - 32 out of 877 - (Top 2%).
Selected to Command 1 of 36 Cadet Companies.
Elected by Classmates to Class Committee
Intercollegiate Lacrosse Player.
Volunteer Experience
Courses
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American Management Association Marketing Strategy
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Citibank Managing for Middle Managers
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HSBC Management Trainee Program
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U.S Army Air Assault School
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U.S. Army Airborne School
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U.S. Army Infantry Officer's Advance Course
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U.S. Army Infantry Officer's Basic Course
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U.S. Army Jungle Warfare Training School
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U.S. Army Light Infantry Officer's Basic Course
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U.S. Army Load Master School
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U.S. Army Ranger School
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Wharton School Finance & Accounting
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Honors & Awards
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Square One Bank's President Club Recipient for Excellence in Leadership
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Square One Bank's Winner's Weekend Awardee for Singular Outstanding Performance
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Citibank North America Operation Designated as a "Best in Class" Provider by Greenwich Associates
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Citibank North America Operation Ranked #1 in Greenwich Associates Corporate Client Survey
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Wachovia Bank Treasury Services Top Deal Award Recipient - City of Los Angeles
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Wachovia Bank Treasury Services Implementation Group Designated as a "Best in Class" Provider by Greenwich Associates Client Survey
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Wachovia Bank Treasury Services Implementation Group Designated as a "Best in Class" Provider by Bank Leader Survey Group
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First Union Bank Vision of Excellence Recipient
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First Union Bank Customer Service Excellence Awardee
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CoreStates’ CoreService Award for Leadership
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CoreStates’ People’s Committee Award for Driving Culture Change
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U.S. Army Meritorious Service Medal, (MSM)
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U.S. Army Commendation Medal, (ARCOM)
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U.S. Army Jungle Warfare Expert Badge
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U.S. Army Air Assault Wings
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U.S. Army Ranger Tab
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U.S. Army Paratrooper Jump Wings
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Languages
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English
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Spanish
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Organizations
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Association of Charlotte Area Consultants
Member
- Present -
Association of Financial Professionals
Member
- Present -
West Point Society of The Carolina's
Member
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West Point Class Committee ' 76
Battalion and Company Representative
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USO - Charlotte- Douglas Airport, Charlotte, NC
Volunteer
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Peninsula Country Club, Charlotte, NC Area
Board Member
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Cherry Hill, NJ Babe Ruth League
Coach
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Cherry Hill, NJ American Little League
Coach
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South Jersey Lacrosse League
Board Member and Coach
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NY Clearing House (CHIPS)
Operating Committee Member
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West Point Society of New York
Member
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Recommendations received
12 people have recommended Stephen
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