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    Steve Lewczyk

    Steve Lewczyk is a seasoned executive in the financial technology industry with over 25 years of experience.3 He is currently serving as the Managing Director of Business Development at Flyer Financial Technologies.12 Previously, he held the position of Chief Revenue Officer at Harvest Savings & Wealth Technologies from September 2019 to January 2023.1

    Career Highlights

    • Current Role: Managing Director, Business Development at Flyer Financial Technologies12
    • Previous Positions:
      • Senior Vice President of Sales at CNote (January 2023 - Present)1
      • SVP - Harvest Sales at Envestnet, Inc. (April 2021 - January 2023)1
      • Chief Revenue Officer at Trizic, Inc. (May 2017 - January 2023)1
      • Co-Founder at Nirvana Solutions (May 2006 - January 2023)1

    Expertise

    Steve is known for his leadership in buy-side technology, wealth management systems, trading platforms, and data management solutions.2 His expertise lies in building and scaling successful sales organizations, with a focus on buy-side asset managers requiring integrated, scalable, and future-proof operational solutions.2

    Background

    Lewczyk's career includes significant roles at prominent firms in the financial services industry:

    • VP Corporate Development and General Manager at Advent Software1
    • Divisional Vice President at Fidelity Investments1
    • Sales and Sales Management positions at Advent Software1

    His extensive experience spans sales, business development, and corporate development at industry-leading companies.3

    Highlights

    Jan 1 · rocketreach.co
    Steve Lewczyk Email & Phone Number | Flyer Financial ...
    Steve Lewczyk Email & Phone Number | Flyer Financial ...

    Related Questions

    What are Steve Lewczyk's key achievements at Harvest Savings & Wealth Technologies?
    How did Steve Lewczyk transition from Fidelity Investments to Advent Software?
    What role did Steve Lewczyk play in the development of Nirvana Solutions?
    How has Steve Lewczyk's experience at Envestnet influenced his career?
    What are the main projects Steve Lewczyk has led at Flyer Financial Technologies?
    Steve Lewczyk
    Steve Lewczyk, photo 1
    Steve Lewczyk, photo 2
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    Location

    Mill Valley, California