Stephen Pesner – Advisor

An accomplished Senior Financial Services Industry Business, IT and Subject Matter Expert with more than 30 years of experience in Financial Industry Products & Services – Wealth Management, Mutual Funds, Capital Markets, Financial Intermediaries, combining operational experience, business expertise, structured analytics and architecture/design, re-engineering for solutions to the Financial Industry evolving business and system needs; liaising between Senior Management, Business Users and IT.

Steve’s experience covers: Banks, Brokers, Trust, Financial Intermediaries, Mutual Fund companies, Asset Managers, Trading/exchange services, Securities Custodians FinTech / payments.

Steve has supported Business and IT planning, detailed analysis and requirements, enterprise architecture and design and has provided strategic and detailed planning and support to Senior Management with detailed knowledge of business, processes, data, best practices, supporting applications and IT infrastructure.

His expertise covers: in-depth Financial Industry business and technology, system architecture, project management; and has encompassed most systems used for processing / record keeping in Wealth Management, Capital Markets, Mutual Funds, Intermediary trading and settlement.

Steve taught University Finance; and has an MBA with distinction from Concordia University.