Stefanie Smith, Executive Consultant-Coach
Stefanie Smith leads Stratex, an executive consulting and coaching firm specializing in operational efficiency, communications, service quality and M&A integration. Her consulting, workshops and coaching clients include leaders at Morgan Stanley, American Express, JP Morgan, Memorial Sloan Kettering, Mount Sinai Medical Center, KPMG, Carnegie Mellon University, Western Forge, WinStar Communications, the New Jersey Society of CPA’s, top law firms and private companies.
Ms. Smith quickly increases profits and productivity. She works closely with teams of managers, staff and external specialists to align management and operations with priority goals – from cash flow to business reporting. Her customizable tool set for managing M&A from due diligence through integration enables companies to plan and execute successful growth and transition.
Previously, at Grant Thornton LLP, Ms. Smith advised middle market companies, government agencies and non-profit institutions. Projects included a comprehensive systems evaluation for a retail chain, financial controls improvement for numerous corporations, and a two-year operational restructuring of a $60 million pension fund. At Mount Sinai Medical Center, she performed strategic, operational and financial projects for the CFO and executive team. She began her career at the Federal Reserve Bank of New York, where she streamlined operations and presented to the public on Fed policies and global capital markets.
Ms. Smith speaks for academic and professional groups and is quoted regularly in
The Wall Street Journal, The New York Times, The Sydney Morning Herald,
CNBC.com, CBS Moneywatch.com, and other media. She
is a popular writer for American Management Association
publications, including her recent “Amp-Up Your Leadership”
Her blend of creative and financial perspectives reflects her
academic and professional history. She received her B.A. in
Romance Languages and Literature from Princeton University and an
MBA in Finance and Public Policy Management from The Wharton
School of the University of Pennsylvania and London Business
School. She is bilingual English/Spanish and fluent in French. She
has lectured at Columbia Business School and volunteers her
expertise to medical, community development, and cultural
Rafael Pabon leads projects focused on systems and business
strategies. He combines information technology and Internet
expertise with extensive experience in sales, marketing, and
strategic management to help companies reach higher levels of
scale, scope and profitability. Mr. Pabon’s background encompasses
designing knowledge management systems for Fortune 500 companies
and start-ups, integrating legacy and web technology, and building
sales and customer support systems for multinational companies.
Mr. Pabon has worked with clients such as Morgan Stanley,
Thomson Financial, JPMorgan Chase, Advanta Growth Capital LP and Dover Corporation.
Recent engagements include a two-year technology and operational
outsourcing project for an investment bank, development of
technical infrastructure to fulfill SEC regulatory requirements at
a brokerage firm, and performing due diligence for an early-stage
also oversaw the design and development of an
international trading system for syndicated loans as CTO of Loan Quorum.com. Previously, he marketed fixed income products at Barra
International, a global financial software and consulting firm,
where he ran the New York branch. Prior to that, Mr. Pabon honed
his technical and management skills in JP Morgan’s Strategic
Programs Management Group, IBM’s Development and Sales & Marketing
divisions and Kodak’s Graphics Imaging Systems.
Mr. Pabon holds an
MBA from Stanford Graduate School of Business, with concentrations
in investment analysis and business strategy, and a BSE from
Princeton University in Electrical Engineering and Computer
Science, where he was the recipient of the Manfred Pyka Memorial
Physics Prize. Mr. Pabon has served on the boards of the MIT
Enterprise Forum of New York City and the Stanford Business School
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