MARCH 2-3, 2020 / GRAND HYATT SEATTLE
Director of Product
Steph joined Simple in November 2018. She has spent most of her 20+ year career in Financial Services--usually in roles that tested the boundaries of what is possible. As a Managing Direct of Product at Charles Schwab, she led the customer-facing build for Schwab Intelligent Portfolios (Schwab’s robo-advised platform), rebuilt Schwab’s onboarding platform to support 26 different lines of business, and led several Self-Service and Accessibility initiatives. While at Umpqua Bank, she helped establish their Innovation Lab and launched GoTo, Umpqua’s chat platform that is backed by digital branches. (Jokingly referred to by the press as “Tinder for bankers”.)
Steph is passionate about Simple’s vision to empower its users to easily understand and effectively manage their personal finances and is excited about the opportunities available to innovate upon Simple’s existing value proposition.