Pinnacle Financial Strategies
Steven Duda is a seasoned professional in the financial services industry, currently serving as a Regional Account Executive at Pinnacle Financial Strategies since May 2025. Previously, Steven held the position of Strategic Partnerships Manager at Kasasa, where responsibilities included building the Strategic Partnership Division and developing outreach strategies for over 600 financial institutions. Notable achievements at Kasasa also included launching a new vertical within the Loan Placement Program. Prior to that, at FIS, Steven excelled as a Senior Sales Development Representative, achieving top performance in 2022 with $1.6 million in closed/won total contract value and generating significant leads and opportunities. Steven earned a Bachelor's degree in Marketing from William Paterson University of New Jersey.
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Pinnacle Financial Strategies
Pinnacle Financial Strategies, headquartered in Houston, Texas, creates and implements solutions that elevate the customer experience and the value proposition for both banks and credit unions across the country. As a leader in the fintech arena, our products and programs ensure that every encounter a consumer has with a financial institution is a positive and profitable one. While we maintain our current client base, our expansion goals plan to position Pinnacle Financial Strategies as a pivotal partner in assisting our clients with elevating the banking experience for their account holders.