Steve’s passion as an EOS Implementer™ is to help leadership teams to implement the Entrepreneurial Operating System® (also known as EOS) throughout their business.
Steve launched his career as a principal of his family’s financial advisory firm. By age 27, he’d helped to raise growth capital for several businesses, managed over $50 million in assets and advised company leaders on strategic decisions.
After selling the firm, Steve held top leadership positions with Fortune 500 firms such as New York Life, CNA Financial (Chicago) and Jackson National (Los Angeles) where he ultimately built and led a marketing team serving 11 businesses generating sales in excess of $7 billion per year. Since 2002, Steve has returned to his roots by bringing his experience and passion to small and medium-sized businesses. He has collaborated with dozens of business owners and leadership teams to build and execute their plans for growth.
Steve is a graduate of Syracuse University and resides in New York’s Capital Region with his wife Katie. He renews his boundless optimism every spring by rooting for his beloved New York Mets.
Phone: (518) 222-4401
Things to know about Steve
- Steve has been a business owner, executive and advisor to entrepreneurial, family, small and Fortune 500 businesses so he’s experienced what’s worked and what hasn’t in numerous circumstances.
He’s been part of a leadership team that’s implemented EOS® and has shared his EOS experience with the leadership of other companies.
- Based on his success with companies large and small, Steve provides essential marketing leadership on a short-term or fractional basis.
- He’s both analytical from his tenure in finance and a creative problem solver from his experience in marketing and advertising.
- He’s honest and direct and will share his thoughts when he feels you need to hear an unbiased opinion.