A career built at every inflection point.
Steve's path from Wall Street trading floors to the largest K-12 EdTech exit in history isn't a straight line — it's a masterclass in adapting, scaling, and leading through change at every level.
1993 – 2001
Wall Street Foundation
VP Wealth Management, Nichols Safina Lerner & Co. · VP Investment Advisory, Josephthal & Company
Nearly a decade on Wall Street built the sales DNA that would define everything that followed. High-stakes client relationships, complex deal structures, and the discipline to perform under pressure — all forged in one of the world's most demanding sales environments.
- 4.5 years as VP of Wealth Management at Nichols, Safina, Lerner & Co.
- 3 years as VP of Investment Advisory at Josephthal & Company
- Built the deal instinct, client relationship skills, and sales rigor that would define a 25-year career
2001 – 2017
Enterprise SaaS: 16 Years, 5 Acquisitions, 2 Exits
CyberShift (→ SumTotal 2011) · SumTotal Dir/VP Sales (→ SkillSoft 2014) · SkillSoft VP Sales
Sixteen years building, scaling, and professionalizing enterprise SaaS sales organizations through some of the most complex M&A environments in the industry. Steve learned not just how to sell — but how to build the systems, teams, and cultures that survive and thrive through acquisitions.
- 10+ years at CyberShift, leading sales through the SumTotal acquisition (2011)
- Director / VP of Sales at SumTotal through the SkillSoft acquisition (2014)
- VP of Sales at SkillSoft — 3 years building and leading enterprise sales teams
- Built and scaled sales organizations through multiple M&A cycles and 2 successful exits
- Developed the playbook for professionalizing founder-led sales into repeatable, metrics-driven execution
2017 – 2025 · 8 Years · The PowerSchool Chapter
The Largest K-12 EdTech Exit in History
VP Field Sales East → VP Student/SIS Solutions → GVP / SVP North America · PowerSchool
Eight years at the epicenter of K-12 EdTech — the largest, most complex, and most consequential chapter of Steve's career. Entered when the company was at ~$200M in revenue and helped build it into a $750M+ ARR business, ultimately navigating the $3.5B IPO in 2021 and the $5.6B Bain Capital acquisition in 2024.
$200M
Revenue at entry (Dec 2017)
275%
Revenue growth (8 yrs)
$350M
Book owned (~55% of NA)
100%+
Net Revenue Retention
$5.6B
Bain Capital exit (Oct 2024)
- Scaled NA Account Management org via 4 role progressions over 7+ years
- Drove 15%+ net new growth annually on a $350M base
- Maintained 95% GRR / 100%+ NRR across 18,000+ district customer base
- Built repeatable cross-sell and upsell playbooks across the full product portfolio
- Generated $50M+ net new business annually at peak
- Operated through IPO ($3.5B, 2021) and multiple PE acquisition and M&A integrations
- Led through the largest K-12 SaaS platform acquisition ever ($5.6B, Bain Capital, 2024)
"This isn't a consultancy that's just read about scaling. This is someone who lived it at the highest levels in EdTech / SaaS — from $200M to $750M ARR, through an IPO, and out the other side of a $5.6B exit."
2025 – Present
Fulcrum Growth Catalysts
Founder & Fractional Sales Leader · New York City Metropolitan Area
After 25+ years building revenue organizations at every level — from Wall Street to startup to PE exit — Steve founded Fulcrum Growth Catalysts to bring that practitioner's playbook directly to founder-led and growth-stage EdTech and SaaS companies.
- Founded to serve founder-led and growth-stage EdTech and vertical SaaS companies
- Bringing 25+ years of sales leadership, PE experience, and a practitioner's playbook
- Mission: Enable ambitious teams to unlock their next level of performance, predictability, and enterprise value
- Serving companies from $1M ARR to $100M ARR across growth, scale, and exit-track stages