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Stefanie Smith
Stefanie Smith assists clients to increase profits and
productivity by aligning management and operations with priority goals. She works closely with managers
and staff to review business processes and implement operational
improvements, from cash flow to systems controls. Her tool set for
managing M&A from due diligence through integration has been used
by leading companies to plan and execute successful growth and transition.
Ms. Smith has led an independent practice since 1996, assisting
clients such as Morgan Stanley, American Express, Grant Thornton
LLP, KPMG, Western Forge, WinStar Communications, Grant
Associates, Direct Marketing Enterprises, the ASPCA, and the
Riverhead Foundation. Previously, as a consultant at Grant
Thornton LLP, she 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 the
Federal Reserve Bank of New York and Mount Sinai Medical Center,
she led internal projects to maximize revenue and productivity.
Ms. Smith received a degree in
Romance Languages from Princeton University and an MBA in Finance
and Public Policy Management from The Wharton School, where she
was selected to participate in the International Exchange
Programme at London Business School. She has
lectured at Columbia Business School and volunteers her expertise
to medical, community development, and cultural organizations.

Rafael Pabon
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
fund. He
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
Alumni Association.
Please contact us if you would like more detailed background
information on us and our affiliates.
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