Invaluable Experience,
Human Touch

“Stefanie has the ability to step back and see a comprehensive view of issues and opportunities - from both a strategic and practical perspective. She then works with her peers to troubleshoot challenges and get to a working game plan.” 

-Pam Devereux, CEO, Gift of Adoption

ABOUT

In these unprecedented times with an uncertain path forward, quarterly goals and day-to-day challenges, it’s nearly impossible to see what’s next for any business. By combining insight with foresight and more than three decades of experience in executive roles driving growth and transformation at GE, GE Capital, JP Morgan Chase, Citibank, Capital One and Broadridge Financial Solutions, Stefanie helps leaders tackle these demanding conditions.

Stefanie has an advisory, coaching and board practice and she works with CEOs and C-Suite leaders on strategies to drive growth, transformation and value creation. Her work includes advisory services to a range of companies, from small- to large- cap companies and private equity firms on driving growth. She is building her ESG experience through current advisory work in the financial services space and also studying for an ESG certification. And with a coaching degree and many years of managing large organizations, Stefanie does executive coaching along with advisory work. She is an advisor to a private equity firm, Lovell Minnick Partners and fintech companies on value creation.

As a long-time Business Executive with deep experience in driving growth and digital transformation, Stefanie is also an NACD Directorship Certified Board Director at both public and private companies. Stefanie is a Board Director at Mercer Advisors, a leading national RIA, full-service wealth management firm and Fora Financial, a leader in the small business lending space. She also sits on the Board of the NY Chapter of the NACD, National Association of Corporate Directors, the recognized authority on leading boardroom practices and national association of corporate directors. Previously Stefanie was a Board Director and Audit Committee member at Green Bancorp (NASDAQ: GNBC) for nine years (2010 – 2019). The bank grew assets 10-fold through acquisitions and organic growth, was taken public and then closed a “merger of equals” with Veritex Bank, making it one of the ten largest independent banks in Texas.

Stefanie has a unique ability to see the big picture and align for growth. She helps clients see their vision and opportunities in a different way and find the best solution to build a path forward and deliver success. Stefanie unlocks potential and uses “strategy with structure” to identify and activate game-changing ideas that may be dormant. Unique among advisors, Stefanie tackles complex challenges with a broad perspective, structured thinking and a sense of urgency, identifying solutions quickly and taking action to spur change.  

In addition to growth, Stefanie is always focused on human capital. As an Executive Coach with a neuroscience-based coaching background, Stefanie works with leaders to help them fulfill their potential and deliver against their goals. Stefanie also has extensive experience in building teams from the ground up and with trained facilitation skills, she can help build high-performing teams and move them along a path to success.

Parallel to Stefanie’s professional Iife is her commitment to improving the lives of others in her community. She has been a Board Director of Gift of Adoption, a nonprofit organization that provides financial assistance grants to families who can’t afford to complete their adoption, and is the Chair of the Wharton Reunion Committee for her MBA class, which delivered record breaking numbers in attendance and giving for their 30th reunion in 2019. 

Stefanie earned an MBA in Marketing and Strategic Management at the Wharton School at the University of Pennsylvania and a BA in Economics at Colgate University. Stefanie has a Coaching Certificate from the NeuroLeadership Institute and is certified in Hogan Leadership Assessments. Stefanie has also earned the NACD Directorship Certification, the premier board director designation in the United States.

Whether it’s as an Executive Advisor, Executive Coach or Board Director, Stefanie can help you realize success tomorrow by amplifying your opportunities today.