Steve Marino
VP & Director Level | Client Experience · Customer Success · Operations | WealthTech & FinTech | 20+ Years Wealth Management | Lovable Top 1% Builder
- Role
- Chief Value Officer at Altafid
- Location
- Pottstown, PA, US
- LinkedIn followers
- 500 followers
About Steve Marino
I\'ve spent my career building and leading client experience and service organizations in wealth management and financial services SaaS, often in moments of change, ambiguity, or pressure.I started my career answering phones and grew into senior leadership roles by doing the work. Leading teams through disruption. Helping organizations translate real client behavior into onboarding, service, and platform practices that actually stick.What sets me apart is that I don\'t just manage,I build. I\'m a top 1% user on Lovable, which I use to prototype working environments, automated demos, KPI dashboards, and onboarding tools that let stakeholders interact with solutions instead of sitting through slide decks. When people can touch something, decisions move faster and alignment comes easier.When things are unclear or moving fast, people rely on me to act, protect teams and clients, and lead by doing, finding a path forward, getting answers, and keeping momentum without unnecessary noise.My focus is on client experience, implementation, and long-term customer success in regulated financial environments, specifically wealthtech and fintech platforms where domain expertise, operational discipline, and the ability to bridge product, service, and compliance actually matter
Experience
Chief Value Officer
Jul 2024 — Present
Education
Temple University
Psychology
1995 — 1998
Archbishop Molloy
Regents Degree, NYC Regents
1991 — 1995
West Chester University of Pennsylvania
Secondary Education and Teaching
2003 — 2006
Skills
- Securities
- Asset Allocation
- Mutual Funds
- Sma's
- Team Management
- Nfs
- Private Client Services
- Fixed Income
- Microsoft Office
- Mutual Fund Wrap Products
- Asset Managment
- Relationship Management
- Wealth Management
- Alternative Investments
- Fidelity
- Financial Services
- Microsoft Excel
- Etfs
- Asset Management
- Client Services
- Trading
- Security Apl
- Investments
- Series 7
- 401k
- Outlook
- Investment Advisory
- Superior Client Service
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