Stephen Dakis Email & Phone Number

Detroit, Mi, Us

North America

Go-to-market consulting and advisory services to fintech and digital start-ups seeking rapid revenue growth to reach critical mass and industry adoption. Respected resource offering unbiased perspective on digital transformation to business leaders. Deep relationships with retail wealth, online brokerage, super-regional banking, asset management, and fintech/wealthtech industry players.

New York - North America

North America

Digital solutions and Fintech intersect at the crossroads to innovation = "DigiTech".Lead DigiTech Solutions Sales team and proposition for Thomson Reuters (Financial & Risk division) to customers in the Americas. Leverage TR global digital and content assets, capabilities and expertise in financial information and technology to help firms achieve business objectives across the enterprise.As financial information and investment services businesses evolve, firms are focused on… Show more Digital solutions and Fintech intersect at the crossroads to innovation = "DigiTech".Lead DigiTech Solutions Sales team and proposition for Thomson Reuters (Financial & Risk division) to customers in the Americas. Leverage TR global digital and content assets, capabilities and expertise in financial information and technology to help firms achieve business objectives across the enterprise.As financial information and investment services businesses evolve, firms are focused on delivering ultra personalized digital engagements with customers, to meet the demands of the next generation of investors. To address these initiatives, our team has built an ecosystem of fintech partners with whom we collaborate in order to deliver leading edge and compelling omni-channel customized experiences that will drive the investment conversation of the future. Tech-savvy data consumers and prosumers of the future will demand premium personalized service, emphasizing targeted, relevant, significant and actionable information specific to their investment strategy and objectives - pushed when necessary, and available at their fingertips on demand. In this regard, we design unique "DigiTech" solutions with our partners combined with premium research services and broad and deep market data content sets available to create relevant and engaging digital interactions. Embedding these services into the user experience workflow helps create a differentiated offering delivering personalized experiences specific to a client's LOB objectives.If your clients are thinking digital strategy in financial services, let's talk. Show less

North America

Digital solutions and Fintech intersect at the crossroads to innovation = "DigiTech".Lead DigiTech Solutions proposition from sales perspective for Thomson Reuters (Financial & Risk) to our customers in the Americas. Leverage TR global digital assets, capabilities and expertise in financial information and technology to help firms achieve business objectives across the enterprise.As financial information and investment services businesses evolve, firms are working to keep pace… Show more Digital solutions and Fintech intersect at the crossroads to innovation = "DigiTech".Lead DigiTech Solutions proposition from sales perspective for Thomson Reuters (Financial & Risk) to our customers in the Americas. Leverage TR global digital assets, capabilities and expertise in financial information and technology to help firms achieve business objectives across the enterprise.As financial information and investment services businesses evolve, firms are working to keep pace with technology expectations and demands of millennials and post baby-boom clients. To address these initiatives, our team has built an ecosystem of fintech partners with whom we collaborate in order to deliver leading edge and compelling omni-channel personalized digital experiences that will drive the investment conversation of the future. These tech-savvy data consumers of the future will demand premium personalized service, emphasizing relevant and actionable information specific to their investment strategy and objectives - pushed when necessary, and available at their fingertips on demand. In this regard, we design unique solutions with our partners combined with premium research services and widespread breadth of market data content available to create relevant and engaging digital interactions. Embedding these services into the user experience workflow helps provide a differentiated solution that creates personalized experiences for your clients.If you're thinking digital strategy in financial services, let's talk. Show less

North America

Positioning Thomson Reuters (Financial & Risk) global digital assets & expertise in financial information and technology to help Wealth Management firms achieve business objectives across the enterprise.

eTRADING, CONTENT and PORTAL SOLUTIONS FOR INVESTMENT FIRMSThomson Reuters Online Solutions give you access to a world of information - everything from global real-time exchange, OTC and cross market data, to market leading news, company profiles, research, consensus reports, multi-media assets, and widgets to display and easily integrate information on your website. Whether it’s an advisor solution, an investment portal, or an online trading platform, you can integrate the content of… Show more eTRADING, CONTENT and PORTAL SOLUTIONS FOR INVESTMENT FIRMSThomson Reuters Online Solutions give you access to a world of information - everything from global real-time exchange, OTC and cross market data, to market leading news, company profiles, research, consensus reports, multi-media assets, and widgets to display and easily integrate information on your website. Whether it’s an advisor solution, an investment portal, or an online trading platform, you can integrate the content of your choice. It is all there when and where you need it! Show less

The PriceMetrix practice management and productivity solution helps investment firms and Financial Advisors grow sustainable revenue, gather more assets, and improve the value of interaction with their clients.

Trusted advisor to strategic & prospective accounts. Provide guidance on content requirements & technology vision of clients in financial services vertical. Member of wealth management & online content solutions specialist teams. Achieved consistent superior revenue growth in equities business for broad central region & Canada, including acquisition of marquee names to the Reuters portfolio of customers.

Deliver enterprise value (packaged products, technology solutions, consulting services) to top-tier, regional account base in financial services vertical.

Sold market data desktop packaged products to regional equities markets, including buy-side and sell-side (both institutional & retail) accounts/ prospects. Successfully managed technology upgrade campaign for territory.

Negotiated largest commercial services contract in firm's 25-year history. Directed sales & marketing operations, inc. forecasting. Structured joint venture partnerships, VAR agreements.

Biology (Pre-Med)

Activities and Societies: Helix Biological Sciences Honor Society

Physics, Organic Chemistry