Steve Lewczyk

Steve Lewczyk Email and Phone Number

Managing Director @ Flyer Financial Technologies
Mill Valley, CA, US
Steve Lewczyk's Location
Mill Valley, California, United States, United States
About Steve Lewczyk

25+ Years helping the Buy Side leverage technology for their competitive advantage. Thrive on building businesses and relationships with process oriented and transparent communications. My expertise is available to those who seek a better way in approaching their career, their relationships and their business.Specialties: Executive coaching, Building great teams, motivating people to achieve beyond their wildest expectations, negotiating mutually beneficial deals, identifying trends and monetizing opportunities.

Steve Lewczyk's Current Company Details
Flyer Financial Technologies

Flyer Financial Technologies

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Managing Director
Mill Valley, CA, US
Steve Lewczyk Work Experience Details
  • Flyer Financial Technologies
    Managing Director
    Flyer Financial Technologies
    Mill Valley, Ca, Us
  • Flyer Financial Technologies
    Managing Director
    Flyer Financial Technologies Mar 2024 - Present
    New York, Us
  • Cnote
    Senior Vice President Of Sales
    Cnote Jan 2023 - Oct 2023
    Oakland, Ca, Us
    CNote helps institutions invest capital into underserved communities at scale.
  • Envestnet, Inc
    Svp - Harvest Sales
    Envestnet, Inc Apr 2021 - Jan 2023
    Berwyn, Pennsylvania, Us
  • Harvest Savings & Wealth Technologies
    Chief Revenue Officer
    Harvest Savings & Wealth Technologies Sep 2019 - Jan 2023
    San Francisco Bay Area, Ca, Us
  • Trizic, Inc.
    Chief Revenue Officer
    Trizic, Inc. May 2017 - Jan 2023
    Trizic builds, implements and scales digital advice technology for financial institutions. Trizic's clients are RIAs, bank/trusts, broker dealers and asset managers that require digital solutions to compete profitably. Trizic's solutions are white labeled, easy to buy, deploy and use.
  • Nirvana Solutions
    Co Founder
    Nirvana Solutions May 2006 - Jan 2023
    New York, Ny, Us
    Nirvana provides cloud based portfolio management solutions to hedge funds.Nirvana's clients include hedge funds, fund administrators, long only asset managers, fund of funds, SMA platforms, allocators and investment advisors. Nirvana provides competitive advantage to hedge funds that are actively growing assets under management buy simplifying operations, compliance and reporting.Nirvana's products are designed for easy deployment, ease of use and ease of integration. Headquartered in New York City, Nirvana has clients worldwide.
  • Advent Software
    Vp Corporate Development
    Advent Software Jan 2001 - Aug 2003
    San Francisco, Ca, Us
  • Advent Software
    General Manager - Acd
    Advent Software Dec 1997 - Jan 2001
    San Francisco, Ca, Us
  • Fidelity Investments
    Divisional Vice President
    Fidelity Investments Oct 1994 - Nov 1997
    Boston, Ma, Us
  • Advent Software
    Sales And Sales Management
    Advent Software Aug 1987 - Oct 1994
    San Francisco, Ca, Us

Steve Lewczyk Skills

Investments Advent Software

Steve Lewczyk Education Details

  • Fordham University
    Fordham University

Frequently Asked Questions about Steve Lewczyk

What company does Steve Lewczyk work for?

Steve Lewczyk works for Flyer Financial Technologies

What is Steve Lewczyk's role at the current company?

Steve Lewczyk's current role is Managing Director.

What is Steve Lewczyk's email address?

Steve Lewczyk's email address is st****@****net.com

What is Steve Lewczyk's direct phone number?

Steve Lewczyk's direct phone number is +191755*****

What schools did Steve Lewczyk attend?

Steve Lewczyk attended Fordham University.

What are some of Steve Lewczyk's interests?

Steve Lewczyk has interest in Exercise, Home Improvement, Reading, Shooting, Sports, Home Decoration, Health, Cooking, Electronics, Outdoors.

What skills is Steve Lewczyk known for?

Steve Lewczyk has skills like Investments, Advent, Software.

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