Stephen Sikes

COO

2020

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Co-founder, Managing Partner

2020

Socially Financed is a group of fintech operators, investors, and founders investing together in early stage businesses at the intersection of finance and technology. We leverage our network and expertise to identify and, most importantly, support early stage entrepreneurs that are transforming financial services.

VP, Business Lead, Invest

2019 - 2020

Senior Director, Invest

2018 - 2019

Leading SoFi’s consumer investment products: SoFi Invest, which combines our market-leading robo-advisor with the ability to buy stocks, ETFs, and cryptocurrencies. Direct responsibility for operations, investment management, trading and business strategy.

Director of Strategy

2017 - 2018

Engagement Manager

2015 - 2017

• Redesigned product value proposition and go-to-market strategy for recently-acquired fintech startup. Identified business opportunity of 10x current revenues • Created strategy, designed offering, and developed implementation plan for new digital direct-to-consumer businesses for major financial institution. Projected to generate $200MM in annual revenue within 5 years • Developed 5-year digital strategy for Top 4 wealth manager, including strategy and designs for future state digital product offerings and distribution channels • Conducted organizational redesign of senior leadership roles for diversified financial services company. Identified $30MM in savings while streamlining business and decision processes and maintaining (and improving) existing succession plans • Developed marketing and product portfolio strategy for premium auto brand. Recommended and built conviction for entry into two new vehicle segments

Senior Associate

2015 - 2015

Business Analyst

2013 - 2015

Company Executive Officer

2012 - 2013

Managed and resourced initial entry training of 230 soldiers including training areas, food, transportation, and equipment

Executive Officer

2011 - 2012

Deployed (Afghanistan): responsible for Tactical Operations Center, intelligence gathering & reporting, resourcing all operations, and maintenance and management of $60 million of equipment. Garrison (US): responsible for all external resourcing, maintenance, and property for Cavalry Scout Troop.

Scout Platoon Leader

2010 - 2011

Deployed (Afghanistan): led 30-man scout platoon and was responsible for the security, governance and development of 100 sq. km. And 70k resident Key Terrain District within Wardak Province, Afghanistan. Officer-in-charge (senior leader) of Combat Outpost with 50-100 personnel. Garrison (US): responsible for the planning and execution of training mission in preparation for deployment.