Stephen Smit Email & Phone Number

Firm Operates A Fine Dining Restaurant In Rockport, Ma

Rockport, Ma 01966

Firm undertakes commercial and residential real estate development.

Austin, Texas

Founded in 2007, The Mark Wine Group is a fine wine sales and marketing agency – representing the highest quality family-owned and independent wineries and importers from around the globe to hotel and restaurant companies throughout the United States. F​ounding Partner with responsibility for ​overall company business analysis​ and strategy development​ ​for more than 150 national account customers and a portfolio of more than 125 wineries from around the world. Oversight and management of major national distributor relations​ for growth of regional restaurant and hotel chains across the U.S.

Boston, Ma

Member of the senior leadership team responsible for the development of strategy and establishment of a new business focusing on leveraging the value of company’s extensive data and analytics assets.

London, Uk

UK Country Co-Head with P&L responsibility for State Street’s Global Services business in the UK, the Middle East and Africa, and Global Markets business in the EMEA region. Leading a staff of over 1500 employees, responsible for business oversight, strategy development and execution, business development, service delivery, research, sales and trading, securities finance, risk management and regulatory compliance for State Street businesses in the UK. Member of State Street’s UK Executive Committee, European Executive Board, Global Markets Executive Management Group, Compliance and Ethics Committee. Addditional a member of the Board of Directors for: State Street Global Markets International Limited/ State Street MENA LLC/ Infrahedge Limited.• Grew revenues from $630M in 2009 to $708M in 2012.• Oversaw implementation of major overhaul of Corporate Governance and Risk Management structures and processes as a result of regulatory dissatisfaction.• Developed strategy for penetrating Insurance sector and Sub-Saharan Africa.• Operating losses reduced significantly over period ($2.5M vs. $14M).

Toronto, Canada

Responsible for P&L of State Street’s Investor Services and Global Markets businesses in Canada. Provided leadership to the Canadian Management Team in the development and execution of key business strategies, responsible for the daily oversight of business activities, customer management and regulatory affairs. Member of the Global Markets’ Executive Management Group. • Financial goals (revenue and NIBT exceeded). 2008 revenues: $292M.•Reduced employee turnover from 22% to 16%.

Greater Boston Area

Responsible for managing a global team (Boston, Cambridge, London, Edinburgh, Singapore) across a broad range of activities in the areas of research, product and account development, currency management, portfolio analysis and technology. Member of the Global Markets’ Executive Management Group. •Currency management AUM increased 97% to $31.5B. Revenues increased 43% to $8M.

Tokyo, Japan

Responsible for State Street’s banking activities in Japan (including Trading and Sales, Securities Finance, Compliance, Finance, Information Technology, Operations,). Member of Executive Committee providing oversight for State Street Group companies in Japan.

London, United Kingdom

Responsible for building and managing group responsible for executing State Street’s e-Finance strategy in Europe, the Middle East and Africa including the currency risk management and global asset allocation products and services offered by State Street Associates. Responsibilities included oversight of Sales and Marketing, Client Support, Information Technology and Product Development functions. Member of several internal Boards and Committees involved in the development and execution of State Street’s strategy in Europe. Dramatically grew client numbers and annual volumes.

Toronto, Canada Area

Responsible for establishing and managing State Street’s Global Trading and Research’s operations in Canada (Finance, Information Technology, Operations, Trading,Sales). Managed 20 employees in Toronto and Montreal. Directly responsible for the Trust Company’s asset/liability management (in 37 currencies), funding, capital management and foreign exchange and money market trading and sales activities. Grew revenues from $0 to $25.8M in 2009 (31% cagr) and NIBT from $0 to $20.8M (63% cagr). Grew client FX volumes from $11.6B in 1996 to $182B in 1999 (64% cagr).

Greater Boston Area

Headed up group responsible for the marketing of State Street's International Treasury services, including foreign exchange, multicurrency short-term investments and risk advisory services. Responsible for providing economic analysis of the currency and interest rate markets to the Bank's institutional investor client base, including the structuring of currency risk management hedging strategies employing options and other instruments.

Greater Boston Area

Responsible for market making in a variety of spot and forward currencies including the Canadian dollar, Australian dollar, New Zealand dollar and assorted EMS currencies

Greater New York City Area

Assisted Spot Pounds Sterling Dealer. Responsible for quoting and advising corporate customers and trading futures on the International Monetary Market. Experience in trading forward European currencies.

Mba, Finance

Wall Street Journal Award for outstanding achievement in the study of the field of finance.

Msc, Economics