Stephen Smith

About Stephen Smith

I lead product teams to to deliver awesome products that solves customer problems and achieve business objectives & key results• Certified SAFe Practitioner/POPM• Pragmatic Marketing Certified: Level II• FINRA Licenses: 4, 7, 24,53, 55, 63 & 87 • MBA- Finance and International Business

Experience

1. Product Management Manager

   Wells Fargo

   Mar 2024 — Present · Charlotte, NC, US

   Manage and develop a team of product management contributors.• Engage stakeholders and partners associated with the function.• Identify and recommend opportunities for product management for a less complex product or service. Strategize growth opportunities.• Ensure programs adhere to compliance and privacy regulations and policies.• Make decisions and resolve issues regarding overall business strategy to meet business objectives.• Create business plans, develop business requirements, direct product design and implementation.• Recommend product enhancements, support sales and marketing.• Interpret and develop product enhancements recommending product pricing, distribution strategies, and performance measurements.• Collaborate and consult with product managers, analysts, and multiple level managers.• Manage allocation of people and financial resources for Product Management• Mentor and guide talent development of direct reports and assist in hiring talent.

Education

• University of South Carolina

  Bachelor of Science (B.S.), Sport and Fitness Administration/Management

  2001 — 2005

• Winthrop University

  Master of Business Administration (MBA), International Business/Finance

  2010 — 2012

Skills

• Adobe Pro (Formcalc)
• Access
• Access Database
• Microsoft Visual Basic for Applications
• Quantitative Finance
• Equities
• Securities
• Equity/Options Trader
• Finance
• Sharepoint
• Series 7
• Finra
• Compliance
• Mutual Funds
• Risk Management
• Surveillance
• Bloomberg
• Sql Server Management Studio
• Microsoft Office
• Microsoft Excel
• Project Management
• Financial Services