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Stephen Webb
Head of Wealth Solutions, CFRA Research
Professional Background
Stephen Webb is a highly accomplished product leader with over 15 years of experience in the rapidly evolving fintech space. His extensive career has been characterized by a robust blend of skills in product and technology platform management, business development, and investment management, paving the way for innovative solutions that drive results. He is renowned for his strategic thinking capabilities, adeptness at making data-driven decisions, customer-centric focus, and his remarkable ability to build and lead high-performing teams.
Currently, Stephen is recognized for his strengths in defining product vision, strategy, and success metrics essential for achieving overarching business goals. A natural leader, he excels in fostering collaboration among cross-functional teams to ensure the successful execution of software development projects. His remarkable talent for building consensus among various stakeholders, both internal and external, is a testament to his adept interpersonal skills, making him a valuable asset in any organization.
Education and Achievements
Stephen Webb's academic qualifications are noteworthy, having studied for his Bachelor of Arts at the prestigious University of North Carolina at Chapel Hill, where he established a strong foundation for his future endeavors. He further enhanced his business acumen by obtaining a Masters in Business Administration at The University of Montana - College of Business.
His impressive career trajectory showcases his commitment to personal growth and professional excellence. Stephen has undertaken critical roles in several reputable organizations, including:
- Head of Wealth Solutions at CFRA Research: In this role, Stephen showcased his ability to lead and innovate in the wealth management domain, driving growth and enhancing client services.
- Senior Manager at Deloitte Digital: Here, he was instrumental in providing cutting-edge digital solutions that streamlined processes and elevated client experiences.
- Director of Product, Digital Wealth at Invesco Ltd.: At Invesco, Stephen played a pivotal role in shaping the digital wealth landscape, focusing on developing robust product offerings that exceeded market expectations.
- Senior Product Manager and Director, Aladdin Products Group at BlackRock: His tenure at BlackRock was marked by significant contributions to product management and development, where he led teams to deliver innovative solutions in investment management.
- Founding Partner at Portfolio Monkey: Stephen’s entrepreneurial spirit shone through as he co-founded Portfolio Monkey, bringing fresh perspectives to portfolio management and advising.
- Senior Associate at Bristlecone Advisors and Sales Associate at Russell Investments: Through these early roles, Stephen gained foundational insights into the investment landscape, honing his analytical and strategic insight.
Achievements
Through his diverse professional journey, Stephen Webb has consistently demonstrated excellence in product leadership and team management. His ability to translate complex business problems into actionable functional requirements has helped bridge gaps between technical teams and business objectives. This skill, combined with his focus on data-driven decision-making, has allowed him to spearhead projects that have not only met but exceeded business goals.
Stephen's track record clearly reflects his commitment to not just meeting customer needs but anticipating them, ensuring his teams remain focused on delivering valuable solutions. His leadership style promotes a culture of collaboration and accountability, key ingredients that have resulted in the successful delivery of numerous software development initiatives. Stephen's innate ability to build and nurture strong teams not only ensures results but also cultivates an environment where creativity and innovation can flourish.