Steve Carlson

Steve Carlson is a versatile and strategic fintech executive, advisor, and board director known for realigning and scaling companies to drive accelerated growth.

With a successful track record in various business settings, Steve has led the development of a $700MM subscription-based services business, revitalized a $65MM consumer software product, launched a venture-backed company, and orchestrated a turnaround of a mid-market firm.

He excels in aligning stakeholders, nurturing top talent, fostering high-performance cultures, and leveraging data and technology to enhance customer satisfaction and shareholder value.

Steve brings a wealth of experience in the fintech industry, regulatory landscape, and market dynamics.

His areas of expertise include strategic vision, P&L leadership, product and channel innovation, digital transformation, business development, partnership management, organizational change, regulatory navigation, and capital markets strategy.

Education-wise, Steve holds an MBA in Marketing and Finance from Northwestern University's Kellogg School of Management and a BA in Political Science from the University of Illinois Urbana-Champaign.

Steve's professional journey includes roles such as Executive Chair at ForwardLine Financial, Strategic Consultant in fintech, M&A, and digital transformation, as well as advisory positions at various organizations and companies like Flow Networks, Cota Capital, and Ascend Consumer Finance.

He has also contributed to several non-profit boards, including JUMA Ventures SF Advisory Board and the Monterey Children's Museum.

Steve's vast experience encompasses leadership positions at Intuit, WaMu Insurance Services, HSBC, Toyota Motor Sales, and more, displaying his diverse skill set and industry knowledge.

For inquiries or collaborations, Steve can be contacted at steve.r.carlson@gmail.com.