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    Tag: Financial Architect

    Stephen J. Lidd, CPA: Visionary Financial Architect and Strategic Advisor

    Stephen J. Lidd, CPA, is a seasoned financial strategist with over 45 years of expertise in personal finance, corporate strategy, and business development. With credentials that include a CPA license, FINRA Series 66 and Series 7 certifications, and an MBA in Finance from the University of Chicago, Stephen has played pivotal roles in driving success for organizations ranging from startups to Fortune 500 companies. His career highlights include leading competitive assessments and M&A strategies at Verizon, managing venture capital investments at Sprint Nextel, and creating tailored financial plans for high-net-worth clients at LPL Financial An international thought leader, Stephen has delivered workshops and presentations while working across markets in Europe, Puerto Rico, and the U.S. Virgin Islands. Guided by his mission of “helping families in personal finance,” Stephen’s forward-thinking approach and commitment to excellence make him an invaluable asset to any organization.
    Executive Biography

    © LEADAFI, Elevating Leadership, one article at a time.

    Lead-afi (verb): The act of improving, enhancing, or amplifying the leadership qualities of an individual or group, with the goal of establishing their executive brand and authority in their industry. This could mean coming up with and sharing a clear and compelling vision, building a strong personal brand, and getting known for being a thought leader and expert. Through Leadafi, executives can increase their visibility and influence within their industry, and position themselves as trusted and respected leaders.