Steven Herzog
About Steven Herzog
Steven Herzog serves as the Vice President of Integration at MD Financial Management, where he has played a crucial role in the integration process following the company's acquisition by Scotiabank. He has extensive experience in strategy, client experience, and change leadership, supported by a strong educational background from institutions such as The Wharton School and the University of Ottawa.
Current Role at MD Financial Management
Steven Herzog serves as Vice President of Integration at MD Financial Management since 2018. In this role, he has been instrumental in the integration of MD Financial Management with Scotiabank following a $2.6 billion acquisition. His focus has been on maintaining business continuity and enhancing client experience during this significant transition. Herzog has successfully led the integration of front office, middle office, and head office functions, ensuring a seamless operational alignment.
Previous Experience at MD Financial Management
Herzog has held multiple leadership positions at MD Financial Management prior to his current role. He was Vice President of Client Experience and Service Design from 2016 to 2018, Vice President of Online and Client Experience from 2014 to 2015, and Vice President of Strategy and Execution from 2010 to 2014. Additionally, he worked as Program Manager and Assistant Vice President of the Program Management Office in 2009. His diverse roles contributed to the development and implementation of strategies aimed at improving client services and operational efficiency.
Education and Professional Development
Steven Herzog has a solid educational background. He earned a Bachelor of Commerce (B Comm) and a Bachelor of Arts (BA) in Political Studies from Queen's University from 1990 to 1994. He completed an MBA at the University of Ottawa from 2001 to 2003. Herzog also studied at The Wharton School, where he completed the Implementing Strategy program in 2010. In 2017, he obtained a certificate from the Rutgers Customer Experience Certificate Program, further enhancing his expertise in customer experience management.
Career Background in Technology and Consulting
Before joining MD Financial Management, Steven Herzog gained extensive experience in the technology and consulting sectors. He worked at Nortel as a Project Manager from 2000 to 2006 and as a Senior Release Manager from 2007 to 2009. Prior to that, he was a Senior Consultant and Manager in IT Strategy at Deloitte from 1997 to 2000. Herzog began his career at Andersen Consulting as a Technology Consultant from 1994 to 1997. This background provided him with a strong foundation in project management and strategic planning.
Leadership in Change Management
During his tenure at MD Financial Management, Steven Herzog has led enterprise communications and change leadership initiatives. He has focused on engaging senior leaders, people managers, and all employees to facilitate a smooth integration process. His efforts have been directed towards executing multiple integration priorities, collaborating with Scotia and MD Executives, and cross-functional teams to achieve transactional synergies.