Stephen has over 10 years experience working as the Finance & Operations’ Director of SMEs across a variety of sectors including Financial Services, Technology, Sportswear, Health & Beauty and Not For Profit.
This experience ranges from day one at a start-up through to an established AIM listed business and he has written and presented business plans to raise external finance from Venture Capital, Debt, Convertibles and from Institutional shareholders, as well as from various trade finance facilities in the UK and US.
Most of the companies have been founder/owner managed and Stephen’s core skill is his ability to partner with entrepreneurial CEOs and successfully take on anything they don’t want to do, normally freeing them up to drive sales.
Most of his roles have had an international flavor, with a particular recent focus on China and the USA, but he has also run teams and managed professional advisors in the UK, Switzerland, Spain, Thailand, The Philippines, Brazil, UAE and Oman.
Prior to becoming a Finance Director, Stephen had a successful 20 year financial services career working as an investment analyst for some of the world’s leading investment institutions such as; Schroders, Natwest Markets, Merrill Lynch, Julius Baer and UBS Wealth Management.
As well being a member of the Chartered Institute of Management Accountants (CIMA), Stephen is also a Chartered Financial Analyst (CFA)