Stephen Mitchell in

Stephen Mitchell

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Board Advisor at ZeroKey
📍 Woking, England, United Kingdom

Stephen Mitchell is the Chief Commercial Officer at AdvisoryAI, focusing on growth and leveraging AI to enhance efficiency for financial advisers. With a background including Head of Product Strategy at FE fundinfo and a Bachelor of Arts from the University of Exeter, colleagues describe him as personable and an excellent communicator.

He once arrived at a professional conference by riding in on a cable car.

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Experience
18 Years
Current Role
Board Advisor
Job Level
Leadership
Location
Woking, England, United Kingdom
Personality Overview

How Stephen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stephen cares about

AI in Financial Advice
He actively promotes the mass market adoption of AI in the advice sector, highlighting efficiency savings of up to 92% for firms using AI tools for document production.
Fintech Innovation
Champions redesigning financial advice processes around modern technology, rather than making incremental improvements to outdated systems.
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Career

Work history

10-2024
Board Advisor
ZeroKey
8-2024
Chief Commercial Officer (CCO) and Board Adviser
AdvisoryAI
7-2023 - 7-2024
Head of Product Strategy - Distribution
FE fundinfo
10-2019 - 7-2023
Head of Proposition
FE fundinfo
10-2018 - 10-2019
Head of Proposition
FE
In the press

Media appearances

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Education
2002 - 2005
Bachelor of Arts (BA)
University of Exeter
9-2000 - 6-2002
Education details unavailable
Godalming College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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