Steve is Vice President of Customer Success at Finzly, bringing over 15 years of experience leading post-sale client relationships across financial services and enterprise SaaS. Prior to Finzly, Steve spent seven years at Adenza managing $25M in annual contract value and leading adoption and retention strategies for global capital markets clients including Wells Fargo, Vanguard, and Fannie Mae. Known for a strategic, cross-functional approach, Steve has consistently served as the voice of the customer while driving upsell, renewal, and product alignment outcomes.