“Our finance team's goal is to remove the roadblocks that impair our ability to optimize our business. When we accomplish this, it helps us to be at our best, which helps our customers be at theirs.”
Steve has a vast background in Finance and Operations leadership experience, working as Executive and Senior Vice Presidents with large organizations like AT&T and others within the Technology, Media, and Telecommunications (TMT) space.
Prior to Vertafore, Steve served as CFO at Cologix, a technology company providing data-center solutions focused on cloud connectivity. Originally from Canada, Steve has led an exciting career driven by his passion for optimizing business operations and working toward win-win resolutions.
Steve brings a data-driven, analytical understanding and background that builds process and responsiveness into operations. In his most recent prior role, he successfully improved the sales processes from booking to cash collection in a monthly recurring revenue environment aligning the organization around key operating metrics.
Steve says working at Vertafore provides the opportunity to “work in a high-touch and responsive environment for a company that is in a great market position and within an industry that provides critical services — even during rapidly changing social and economic times.”
Steve’s 5 Fast Facts:
1. What do you love most about your role at Vertafore?
I have the pleasure working on a daily basis with a team of very talented professionals at a company with a clear mission to supporting and facilitating the success of customers, whether they be independent agencies, carriers and others.
2. How did you get into the InsurTech business?
I was looking for an opportunity to work with a great team focused on providing solutions that help people. Vertafore's mission of providing simpler, smarter insurance distribution for every stakeholder does that directly and indirectly for so many.
3. What are you most excited about for the future of InsurTech?
Our ability to continually innovate and provide better, faster and more targeted solutions to improve our customers' processes by reducing information barriers in how they are able interact with their customers and to support our customers provide risk management solutions for the ultimate end user, the insured public.
4. What’s your idea of the perfect weekend?
Spending time with my family in the special place that is Colorado…and enjoying cycling in the mountains of Colorado.
5. I’m coming to visit you! What are your favorite/must-do things in your city?
Head up to the mountains of Colorado and enjoy the great outdoors and all the amenities that our mountain resorts have to offer.
- Chief Financial Officer, Cologix Holdings, Inc.
- Executive VP, Chief Financial Officer, FTD Companies, Inc.
- Senior VP Financial Operations, AT&T
- Senior VP Business Operations and Chief Financial Officer, DirecTV Sports Networks
- Chief Financial Officer, Fun Technologies, Inc.
- KPMG, Audit Partner