Stephen Stanton in

Stephen Stanton

Captain · DISC type DS
Bank & Fintech Consultant / Interim Leader at SOT Advisory
📍 Buffalo, New York, United States

Stephen Stanton is a Bank and Fintech Consultant at SOT Advisory, where he specializes in driving growth and profitability in regulated financial spaces. He leverages his expertise in strategy, operations, and technology to accelerate innovation for banks and fintechs. Stephen holds an MBA from NYU Stern School of Business.

Outside of his direct consulting work, Stephen is passionate about building community within the financial industry. He actively participates in conferences like the FedFis Roundup to connect with leaders from community banks and fintech firms, aiming to turn new relationships into tangible results and collaborative partnerships.

He led the launch of Hong Kong’s first security token, a whisky fund that integrated a traditional offshore design with an ERC-20 blockchain.

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Experience
6 Years
Current Role
Bank & Fintech Consultant / Interim Leader
Job Level
Middle
Location
Buffalo, New York, United States
Personality Overview

How Stephen shows up

Output-Driven
Dynamic But Sincere
Consummate Professional

They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Stephen cares about

Fintech & Banking Transformation
His entire career, consulting practice (SOT Advisory), and professional headline are focused on helping banks and fintechs modernize their strategy, tech stack, and product offerings.
Banking as a Service (BaaS)
He has direct experience implementing embedded finance and BaaS launches, and previously had a dual mandate including BaaS transformation at Five Star Bank.
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Career

Work history

12-2024
Bank & Fintech Consultant / Interim Leader
SOT Advisory
12-2022 - 6-2024
SVP / Director of Strategy, Ops & Tech
Five Star Bank
2-2020 - 8-2022
Consultant
Deep Water Management
12-2018 - 2-2020
COO
Up Blockchain
12-2018 - 2-2020
COO
Loopnest Accelerator
In the press

Media appearances

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Education
MBA
NYU Stern School of Business
High School Diploma
Bergen Catholic High School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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