Stephen is the Chief Financial Officer at Optima Tax Relief, bringing extensive experience from his time as a consultant at Bain & Company. A licensed CPA and CFA charterholder, he was recently nominated for CFO of the Year by the Orange County Business Journal. He earned his MBA from UC Berkeleys Haas School of Business.
Outside of his financial career, Stephen is a proud supporter of his wife Elizabeths entrepreneurial ventures. He is an Eagle Scout and maintains a strong interest in investing, having previously collaborated with classmates on managing a portfolio. People who have worked with him describe him as having a brilliant analytical mind.
He was recently nominated as CFO of the Year, recognizing his significant contributions to Optima Taxs growth and the Southern California business community.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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