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Stefanie Smith, Executive Consultant-Coach

Stefanie Smith leads Stratex, an executive consulting and coaching firm specializing in operational efficiency, communications, service quality and M&A integration. Her consulting, workshops and coaching clients include leaders at Morgan Stanley, American Express, JP Morgan, Memorial Sloan Kettering, Mount Sinai Medical Center, KPMG, Carnegie Mellon University, Western Forge, WinStar Communications, the New Jersey Society of CPA’s, top law firms and private companies.


Ms. Smith quickly increases profits and productivity. She works closely with teams of managers, staff and external specialists to align management and operations with priority goals – from cash flow to business reporting. Her customizable tool set for managing M&A from due diligence through integration enables companies to plan and execute successful growth and transition.


Previously, at Grant Thornton LLP, Ms. Smith advised middle market companies, government agencies and non-profit institutions. Projects included a comprehensive systems evaluation for a retail chain, financial controls improvement for numerous corporations, and a two-year operational restructuring of a $60 million pension fund. At Mount Sinai Medical Center, she performed strategic, operational and financial projects for the CFO and executive team. She began her career at the Federal Reserve Bank of New York, where she streamlined operations and presented to the public on Fed policies and global capital markets.


Ms. Smith speaks for academic and professional groups and is quoted regularly in The Wall Street Journal, The New York Times, The Sydney Morning Herald, CNBC.com, CBS Moneywatch.com, and other media. She is a popular writer for American Management Association publications, including her recent “Amp-Up Your Leadership” series.


Her blend of creative and financial perspectives reflects her academic and professional history. She received her B.A. in Romance Languages and Literature from Princeton University and an MBA in Finance and Public Policy Management from The Wharton School of the University of Pennsylvania and London Business School. She is bilingual English/Spanish and fluent in French. She has lectured at Columbia Business School and volunteers her expertise to medical, community development, and cultural organizations.

Rafael Pabon

Rafael Pabon leads projects focused on systems and business strategies. He combines information technology and Internet expertise with extensive experience in sales, marketing, and strategic management to help companies reach higher levels of scale, scope and profitability. Mr. Pabon’s background encompasses designing knowledge management systems for Fortune 500 companies and start-ups, integrating legacy and web technology, and building sales and customer support systems for multinational companies.


Mr. Pabon has worked with clients such as Morgan Stanley, Thomson Financial, JPMorgan Chase, Advanta Growth Capital LP and Dover Corporation.  Recent engagements include a two-year technology and operational outsourcing project for an investment bank, development of technical infrastructure to fulfill SEC regulatory requirements at a brokerage firm, and performing due diligence for an early-stage fund.  He also oversaw the design and development of an international trading system for syndicated loans as CTO of Loan Quorum.com. Previously, he marketed fixed income products at Barra International, a global financial software and consulting firm, where he ran the New York branch. Prior to that, Mr. Pabon honed his technical and management skills in JP Morgan’s Strategic Programs Management Group, IBM’s Development and Sales & Marketing divisions and Kodak’s Graphics Imaging Systems.


Mr. Pabon holds an MBA from Stanford Graduate School of Business, with concentrations in investment analysis and business strategy, and a BSE from Princeton University in Electrical Engineering and Computer Science, where he was the recipient of the Manfred Pyka Memorial Physics Prize. Mr. Pabon has served on the boards of the MIT Enterprise Forum of New York City and the Stanford Business School Alumni Association.


Please contact us if you would like more detailed background information on us and our affiliates.




Ms. Smith and Mr. Pabon are bilingual English/Spanish, and speak French.


We are also certified as a Minority and Women Owned Business Enterprise (M/WBE).



Professional Overviews:


Stefanie Smith



Rafael Pabon



Recent Articles:


Read Leading Complex IT Projects: The Bottom Line - Part II.



Read Rafael's comments in Managing IT Outsourcing.



Read Are You a Micromanager? Risks and Rewards



Read Stefanie's comments in How One Executive Used A Sabbatical to Fix His Career




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