Senior Analyst
New York, United States


Stephen focuses on retail banking trends, with an emphasis on fintech startups, emerging technology, and digital transformation. He has worked with some of the largest banks in the US and globe to influence digital strategies and identify opportunities in the space. Prior to his current home in New York, Stephen was based out of Madrid, concentrating on issues related to banking across Europe.

Stephen’s recent consulting work includes: market entry strategy for a global financial services vendor, market opportunity assessment for large tier 1, and digital transformation strategic assessment for large tier 1 bank.

Stephen has been a frequent speaker at large conferences such as CARTES Paris, American Banker’s Retail Banking Conference, and Cumbre Financiera Panama, as well as at industry roundtables and vendor events. He has been quoted in publications such as Forbes, The San Francisco Chronicle, American Banker, Banking Exchange, and others.

Stephen earned his degree from the University of California Los Angeles. He speaks English and Spanish.

Latest insights

View all insights

Related events

  • 4 December 2018
    Webinar: 8:00 AM San Francisco | 11:00 AM New York | 3:00 PM London
    Latin America and the Caribbean have exceedingly high populations of un(der) banked that stymie growth and development throughout the region. How…
  • 19 November 2018 08:30 - 12:00 AST (07:30 EST, 12:30 GMT, 13:30 CET)
    120 Bremner, Suite 800, Toronto M57 0A8, Canada
    Overview Join us for this exclusive, invitation-only event.Senior executives from leading financial institutions will discuss the emerging impact…
  • 15 November 2018
    Webinar: 7:00 AM San Francisco | 10:00 AM New York | 2:00 PM London
    Artificial intelligence is a hot topic on the mind of banks across the globe. In Latin America, institutions are thinking critically and making i…
  • 21 - 24 October 2018
    The Venetian, Las Vegas, United States
    Money20/20 US is 2018’s Payments and FinTech event. It’s where the Payments, Commerce and Financial Technology ecosystem unites to create and rev…
View all events

Related news

View all news articles