Stephen Gerry – Principal, Toronto
Stephen spent his career in the Financial Services sector, with experience in both the institutional and retail sectors as well as some Regulatory experience. He retired in 2016 as the Chief Financial Officer of UBS Securities Canada, the Canadian Investment Banking division of UBS. He spent 22 years at UBS and its predecessor firms.
Stephen has experience in managing teams both domestically and offshore. He has worked on several IT/Finance system implementations/conversions. He was a member of the Board of Directors for UBS Securities Canada.
Stephen joined the CFO Centre in 2017 and immediately went to work with a client in the Investment Management sector helping them with a Senior Management changeover as well as a number of other projects. He has excellent experience in the Fintech sector, acting as CFO with several start-ups.
Stephen is also an active volunteer. He serves on the Board of two non-profit organizations and is also on the Advisory committee with the BComm (Finance Degree) program at Humber College in Toronto. He is also a hockey referee as well as the Referee in Chief of the North York Hockey League with over 100 officials.
Stephen has been characterized as a team player and trusted advisor over his career. He is able to work with people at all levels of an organization to get the work done.