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Principal

John Stefani

John’s expertise lies in C-Level Technology and Operations within the financial services industry. He has lead organizations during transformation, expansion, mergers/acquisitions, and liquidation. John’s most recent role at Credit Suisse as Managing Director, COO/CFO within Global Markets had accountability for Financial Management, Program Management, Resource Management, Vendor Management, Operational Risk Management, Compliance and Communications.

Prior to Credit Suisse John was Managing Director and COO at CLS Bank International and also previously employed at UBS within the Office of the COO – Americas, managing several mission critical strategic and regulatory initiatives. John worked at Lehman Brothers as their Chief Information Officer of four companies including Lehman Brothers Bank FSB, Lehman Brothers Small Business Finance, Campus Door and Capital Crossing – as well as a combined 13 years with JPMorgan Chase and Citigroup.

When John is not working he enjoys family world travel, golf, coaching youth athletics and participating in multiple sports and charitable activities involving education and social outreach.

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