About Us
After 16 years of service at the United Nations Federal Credit Union, Steve Ryerson founded SJR IV Advisors to fulfill his vision and passion to help financial service companies grow revenue and profits by helping them deliver value driven financial products and services to the clients and members they serve. He is committed to making companies more relevant to their customers and members by building relationships with both existing and transactional clients. Steve’s advisory services have application to a broad range of organizations such as Financial Institutions, Insurance/Investment Companies, Insurance Brokers, RIA’s and FinTech companies.
Advisors
Founder & CEO
516 612 9587
Steve founded SJR IV Advisors fueled by his passion to help financial service organizations grow their revenue and profits by delivering creative and value driven advice, products and services. His commitment is to help these organizations become more relevant to those they serve by building relationships with both existing and transactional clients. Steve’s advisory services have application to a broad range of organizations such as Financial Institutions, Insurance/Investment Companies, Insurance Brokers, RIA’s and FinTech companies.
Steve is a Financial Services executive with proven leadership and entrepreneurial experience. He has almost 40 years’ experience as a C-Suite leader with very significant responsibilities and oversight for P & L’s, revenue generation, product creation, market share and acquisitions.
Most recently, Steve served for almost 16 years in the not for profit sector at the United Nations Federal Credit Union (UNFCU), as President & CEO, UNFCU Financial Services (Insurance Agency) and UNFCU Advisors (SEC registered Investment Advisory Firm), and as UNFCU’s Chief Business Development Officer. Steve grew UNFCU’s non-banking financial services platform to serve United Nations staff and their families around the globe-providing assistance to a significant number of people who were often stationed in dangerous areas of the world and were lacking access to very important financial solutions. During Steve’s tenure at UNFCU he:
Strategic Partners
Mr. Stuart R. Levine is Chairman of the Board and CEO for STUART LEVINE & ASSOCIATES. Mr. Levine has significant board and executive leadership experience across multiple disciplines including financial services, technology and healthcare specializing in strategy, strategic communication, board governance, leadership development, customer focus and large-scale change management. He was the former global CEO for Dale Carnegie & Associates, Inc. operating in 72 countries.
STUART LEVINE & ASSOCIATES has 25 years of successful CEO-C-Suite organizational strategic organizational consultation, building strong cultures through strategic thinking, execution, best-practice governance models and increasing leadership capacity at companies including Verizon, Barclays Bank, Bill and Melinda Gates Foundation, The Howard Hughes Corporation, Juniper Networks, MasterCard, Saatchi & Saatchi, Montefiore Medical Center and many others.
US-China Partners
Founder & CEO
Savio S. Chan has excelled in the worlds of consumer, luxury and technology businesses as an entrepreneur and is well deserving of his reputation as a best-selling author and keynote speaker since 1993. He is founder and CEO of US-China Partners, a cross-border business development firm that helps organizations design and implement their China consumer strategies. He is also a member of the Kyle Blackmon Luxury team at Compass, becoming an integral partner in a small team that delivered $210 Million of sales volume in 2018, according to the Wall Street Journal.
Mr. Chan spent two decades as a trusted advisor on market-entry, cross-border M&A and joint ventures among leading Chinese multinationals as well as Fortune 1000 companies. He has been a sought-after advisor and consultant to brands and retailers like Saks Fifth Avenue, Louis Vuitton, Brooks Brothers, Tourneau, Montblanc, Piaget and Roger Dubuis on strategies with China consumers and Asian American businesses.
Contact Us
For more information, please call 516 612 9587 or email: [email protected]