Steven Gdowik
As a former leader of a complaint resolution team, I know how to bring about positive solutions. Operations Manager/ Project Manager, Life Insurance Expert, PMP and Six Sigma Black Belt certified.
- Role
- Special Advisor at Thrivent
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Steven Gdowik
Lean Six Sigma Black Belt and PMP-certified operations and program leader with 20+ years…
Experience
Special Advisor
Aug 2024 — Present · Philadelphia, PA, US
Serving as a trusted advisor for a complex international family estate spanning assets and liabilities in Ireland, the UK, Switzerland, British Virgin Islands, and the US. I provide insight, leadership, and hands-on execution across legal, financial, and operational domains to maximize asset recovery, minimize costs, and protect the estate’s value.Key Contributions: • Tax & Estate Planning: Researched estate and inheritance laws across multiple countries and localities, uncovering strategies and documentation to achieve tax savings of over CHF • Professional & Vendor Oversight: Sourced and vetted legal and service providers in Ireland and Switzerland, ensuring quality execution and cost-effective outcomes. • Asset Research & Appraisal: Led valuation efforts for high-end items, including fine art and collectibles, to support equitable distribution and maximize resale potential. • Fraud Detection & Recovery: Partnered with local and federal authorities to investigate elder financial abuse. Used technical expertise to trace and report a cryptocurrency wallet receiving over $7M in misappropriated Tether (USDT), including estate-linked funds and PII. • Logistics & Coordination: Managed estate logistics across jurisdictions, coordinating legal, financial, and operational processes to ensure smooth administration.
Education
University of Delaware
Bachelor's degree
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