Co-Founder And Coo
The Jade Platform
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Steven Dorval, Cfa Email & Phone Number
Co-Founder and COO
at
The Jade Platform
1 work email found
@powerlytics.com
2 phones found area 508
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder and COO
Location
Greater Boston, United States, United States
Who is Steven Dorval, Cfa? Overview
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Quick answer
Steven Dorval, Cfa is listed as Co-Founder and COO at The Jade Platform, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at powerlytics.com, phone signal with area code 508, and a matched LinkedIn profile for Steven Dorval, Cfa.
Steven Dorval, Cfa previously worked as Sr. Executive in Residence at Masschallenge and Chief Revenue Officer (CRO) at Bcube Analytics Inc.. Steven Dorval, Cfa holds Bachelor Of Arts (B.A.), Magna Cum Laude, English, Concentration In Business Studies from Providence College.
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*@powerlytics.com
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Profile bio
About Steven Dorval, Cfa
Successful, growth-oriented leader and innovative thinker with proven experience building high-performing teams to deliver mission critical business results. Proven ability to conceive and articulate a compelling vision of new businesses and products to employees, investors, and senior executives. Passionate about leveraging cutting edge technology and changing consumer preferences to radically improve access to the financial services industry and to revolutionize existing customer experiences to deliver better outcomes.❒ Dynamic Leader – Builder of organizations that become employers of choice for external and internal talent. Proven ability building diverse and inclusive cultures that enable speed of execution and delivery of results. Adept at communicating actionable next steps, even under periods of ambiguity that derive from new ventures.❒ Builder of Businesses – Conceived and led teams in building two standalone financial technology consumer advice startups and two robo-advice products to fulfill John Hancock digital advice/direct to consumer strategy. Led Signator Investors, an independent broker dealer to profitability. Conceived and launched NewCo strategy for New York Life Retirement business to reinvent the business model. Launched and grew New York Life stable value businesses, raising over $15 billion in AUM and generating more than $50 million in profits. Conceived and launched an institutional pension consulting business for middle market defined benefit plans.❒ Strategic Business Partner – Trusted advisor to all levels of an organization, clients, and boards. Couples financial services expertise with innovative insights into new business models, distributions strategies, and consumer preferences to hypothesize about areas of disruption. A strategic executive who considers data and solid reasoning while making hard decisions, such as divesting the Signator Investors business. Quick learner with a proven ability to step into unfamiliar businesses and industries and build credibility.❒ Skilled Communicator – Skilled at communicating a clear and compelling message to drive business value and inspire action. Regularly called upon to support media strategy through public speaking, print media, panels, and original content by-lines. Served as a key participant in government relations matters, representing John Hancock’s perspective in innovation in the industry concerning fiduciary advice delivery, blockchain, and innovation within financial services and financial technology in general.
Listed skills include Open Innovation, Innovation Management, Start Ups, Team Leadership, and 1 others.
Current workplace
Steven Dorval, Cfa's current company
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21 roles · 31 years
Steven Dorval, Cfa work experience
A career timeline built from the work history available for this profile.
Sr. Executive In Residence
CurrentAs the Sr. Executive in Residence, I have the honor of mentoring the 13 startups that are part of the 2024 MassChallenge Fintech Cohort. I also collaborate with the corporate partner to drive engagement and contribute to the overall mission of MassChallenge to enable founders to challenge the status quo and create meaningful change.
Feb 2024 - Present
Chief Revenue Officer (Cro)
CurrentBCube Analytics Inc. (BCube) is a RegTech Company based in Fall River, Massachusetts. Our flagship product is the BCube RegStacker Platform, an integrated, modular compliance and audit management solution designed to meet the needs of any enterprise. BCube provides core modules, including Audit Workflow and Collaboration, Regulatory Library and Tracker.
Jan 2024 - Present
Founder & President
CurrentOn a mission to connect fintech startups to enterprises. I educate and consult to startups to help ensure they are Enterprise Ready.
Mar 2023 - Present
Member
Current
Mar 2021 - Present
Head Of Wealth Management And Insurance
Powerlytics has a vision to empower businesses to make better decisions by providing them with the best possible financial data, tools and intelligence. If you are looking to enhance to drive more revenue or reduce risk, we should connect.
Apr 2022 - Mar 2023
Head Of Wealth And Asset Management
If you are looking for data to drive better marketing, corporate strategy and risk management, I can help.Powerlytics' unmatched financial data and cutting-edge technology, provide the most comprehensive, accurate and granular consumer and business financial data available, underpinned by data derived from IRS tax returns as well as data from the U.S..
Jul 2020 - May 2022
Entrepreneur In Residence
Participating in the development and growth of Worcester State Center for Entrepreneurship. - Member of Advisory Board. - Mentor to amazing students with great ideas. - Guest lecturer
Sep 2019 - May 2022
Executive In Residence
Worked closely to explore business opportunities related to the workplace of the future and HR technology. Conducted market analysis, user research interviews and proposed go forward business strategy.
Apr 2020 - Jul 2020
Head Of Advice And Innovation, Ceo Of Twine
- Head of Advice and Innovation, CEO of Twine (2015 – 2019)Led efforts to build new businesses to help accelerate the John Hancock Corporate Strategy.
- Built and launched two full businesses (Twine and COIN) and two digital advice products for advisors and for retirement rollovers.
- Led Signator Investors, a 2,000 advisor independent broker dealer from 12/16 to sale of business to Advisor Group.
- Made recommendation to divest business.
- Led Innovation function for John Hancock, responsible for start up partnering and investing, championing of agile methodology and innovation ecosystem sensing and intelligence. Vice President, Wealth Strategy (2015)Led.
- Presented strategy and received approval from Manulife Board of Directors.
2015 - 2019
~4 yrs
Managing Director, Co-Head Of Individual/Participant Experience
- Co-led efforts to build holistic relationships with retirement plan participants through the development of great experiences, including: Advice tools and services, web and mobile strategy, and educational content.
2014 - 2015
~1 yr
Managing Director, Head Of Retirement And Investment Strategy
- Led NYL Stable Value efforts that increased AUM rom $3.5 Billion in 2009 to over $12.5 Billion.
- Responsible for Retirement Services strategy, including efficiency, innovation, and new product and market development.
- Developed, launched, and led Pension Solutions Group responsible for delivering asset allocation support to pensions plans as a value-added incentive to investment product sales.
- Led New York Life corporate-wide strategic effort to determine strategic positioning in the retirement market place, including:- Assessing product and distribution strategies.- Evaluating tradeoffs and compliments with.
2011 - 2014
~3 yrs
Managing Director, Head Of Dc Investments
- Led Defined Contribution Investment Only team for Mainstay Investments and for Retirement Plan Services Stable Value products.
- Responsible for distribution through recordkeeping platforms and retirement advisors, as well as product development.
2010 - 2011
~1 yr
Managing Director, Head Of Marketing, New Business Consulting & Investments
- Led Retirement Services marketing efforts, including product, advertising and branding, new business support, public relations, and materials production.
- Ran New Business Consulting effort responsible for pricing, underwriting, and supporting new business development.
- Continued leadership for investments effort, including the development and introduction of new Stable Value wrap business and a new general account stable value product.
2009 - 2010
~1 yr
Managing Director, Head Of Investment, Trust And Rollover Services
- Continued leadership of Investment Services function.
- Took on Trust operations team, responsible for all trading and money movement.
- Led efforts to enhance asset retention for retirement services businesses.
2007 - 2009
~2 yrs
Director And Managing Director, Investment Services
- Responsible for setting and executing on the strategic and financial objectives of the Investment & Trust Operations Groups.
- Member of the Senior Retirement Management Team.
- Member of New York Life Investment Management Investment Committee, responsible for oversight and monitoring of all investment teams in $200 Billion organization.
- Member of New York Life Investment Management New Product Committee, responsible for approving all new investment product development and reviewing all existing investment products.
- Responsible for the Mutual Fund Alliance relationships with over 90 different investment organizations.
2003 - 2007
~4 yrs
Senior Investment Consultant
- Responsible for consulting to plan sponsor clients in regards to asset allocation, manager search, and monitoring.
- Led the development of unique investment consulting service by partnering with Morningstar Associates to bring fiduciary services to pension and 401(K) plan sponsors.
- Conducted asset/liability studies for pension plan sponsors and proposed liability sensitive investment arrangements.
2000 - 2003
~3 yrs
Senior Investment Analyst
- Supported sales force in new business development efforts by responding to requests for proposals and providing investment insights.
- Performed quantitative and qualitative analysis on mutual fund, commingled fund, and separate account managers.
1999 - 2000
~1 yr
Quantitative/Operations Analyst
Dewey Square Investors Corporation
- Quantitative Analyst (1998 – 1999)
- Member of equity investment team managing the quantitative models used to screen investment universe.
- Responsible for providing quantitative analysis of equity portfolios and positions.
- Prepared and enhanced monthly and quarterly performance attribution analysis of equity portfolios vs. benchmark indices.Operations Analyst (1997 – 1999)
- Member of steering committee that formulated enterprise wide strategic plan.
- Designed and assisted in implementation of re-organization of operations team.
1997 - 1999
~2 yrs
Portfolio Accountant
1996 - 1997
~1 yr
Compliance Officer
- Responsible for independently determining employer compliance with Federal Labor Laws.
- Required to handle multiple assignments and to prioritize the expeditious resolution of compliance action findings.
1995 - 1996
~1 yr
1 education record
Steven Dorval, Cfa education
-
Providence College
FAQ
Frequently asked questions about Steven Dorval, Cfa
Quick answers generated from the profile data available on this page.
What company does Steven Dorval, Cfa work for?
Steven Dorval, Cfa works for The Jade Platform.
What is Steven Dorval, Cfa's role at The Jade Platform?
Steven Dorval, Cfa is listed as Co-Founder and COO at The Jade Platform.
What is Steven Dorval, Cfa's email address?
AeroLeads has found 1 work email signal at @powerlytics.com for Steven Dorval, Cfa at The Jade Platform.
What is Steven Dorval, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 508 for Steven Dorval, Cfa at The Jade Platform.
Where is Steven Dorval, Cfa based?
Steven Dorval, Cfa is based in Greater Boston, United States, United States while working with The Jade Platform.
What companies has Steven Dorval, Cfa worked for?
Steven Dorval, Cfa has worked for The Jade Platform, Masschallenge, Bcube Analytics Inc., Dorval Advisory Group, and Tbd Angels.
How can I contact Steven Dorval, Cfa?
You can use AeroLeads to view verified contact signals for Steven Dorval, Cfa at The Jade Platform, including work email, phone, and LinkedIn data when available.
What schools did Steven Dorval, Cfa attend?
Steven Dorval, Cfa holds Bachelor Of Arts (B.A.), Magna Cum Laude, English, Concentration In Business Studies from Providence College.
What skills is Steven Dorval, Cfa known for?
Steven Dorval, Cfa is listed with skills including Open Innovation, Innovation Management, Start Ups, Team Leadership, and Investments.
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