About Stratex Executive Coaching & Consulting

Stratex Consulting serves as a Change Agent for your organization by providing visionary strategy with effective implementation to move your organization to the next level.


In challenging times, it is more critical than ever to clarify goals, align resources, and keep projects on track.

  • Our results-oriented approach enables you to achieve both strategic objectives and operational targets.
  • Your specific needs and preferences determine how we structure the right team from our network of experts.
  • From planning to implementation, we’ll get what you need done…Done!


We’ll work with you to:

  • Define goals
  • Keep projects on track
  • Evaluate options
  • Operations and Profitability Improvement
  • Organizational and Management Development
  • Sales Strategy and Processes
  • Business Technology Enhancement: Systems, Reporting, Controls
  • M&A: Due Diligence through Integration Management


  • Attain financial and operational performance targets.
  • Streamline operations to increase productivity and profits.
  • Apply technology to achieve cost and cycle time reductions.
  • Generate innovate ideas leading to workable solutions.
  • Improve business analysis with enhanced reports and metrics.
  • Increase organizational collaboration and accountability.
  • Provide objective feedback and effective project management.


Don’t postpone benefits for tomorrow that can be achieved today.  Our action-driven approach enables your team to achieve tangible results quickly and accurately.

Operations – Organization – Systems

Assess – Agree – Achieve

Create positive momentum – Set new standards – Build on results.


  • Build positive momentum by rewarding ongoing progress.
  • Integrate operations, organizational, and systems improvements to amplify bottom-line impact.
  • Collaborate among functions and staff levels to motivate innovative and effective solutions


High-Impact Results
Implement cohesive and optimal solutions to reduce costs, expand revenue, improve operations, and strengthen management.

Unique Strengths
Combine diverse skills and expertise – from strategic acquisitions to technology design to financial processes and controls.

Proven Track Record
Apply proves success at corporate, entrepreneurial, and public organizations including Morgan Stanley, IBM, American Express and the Federal Reserve.

Customized Teams
Coordinate one or more senior consultants with your internal resources, creating effective teams to achieve your specific goals.

Efficient Approach
Yield high returns on time and project investment – we reduce overhead and staffing costs associated with larger firms.

Senior-level Experience
Draw on knowledge gained from years of working with senior managers, CEOS and Board Members.


  • Coached the business development executive of a public chemicals manufacturer in transitioning from investment banking and implementing a global M&A strategy.
  • Developed strategic plans with the National Managing Partner, Strategic Relations of a leading international professional services firm. Plans to increase capital markets presence and academic relations were both implemented successfully in 2005 and 2006.
  • Increased operational profitability, service quality, training, and national sales effectiveness, for a niche business unit of a global investment bank. Coached president and direct reports weekly. Actively managed key projects while skills were developed and transferred.
  • Evaluated internal communications programs for the CIO of a Fortune 100 financial services company. Designed an interactive survey and analyzed numerical and written responses from over 1100 participants to assess and improve strategic value.
  • Developed an executive symposium on the capital markets impact of audit industry trends attended by national business, government and academic leaders. Researched trends and contracted academic experts to develop an audit industry model and analytic framework with implications for regulatory and corporate policies. The resulting symposium was run by the American Assembly and chaired by a former SEC Chairman.

Stefanie Smith, Executive Consultant-Coach

stefanie-smith-executive-coachStefanie Smith leads Stratex, an executive consulting and coaching firm specializing in operational efficiency, communications, service quality and M&A integration. Her consulting, workshops and coaching clients include leaders at Morgan Stanley, American Express, JP Morgan, Memorial Sloan Kettering, Mount Sinai Medical Center, KPMG, Carnegie Mellon University, Western Forge, WinStar Communications, the New Jersey Society of CPA’s, top law firms and private companies.

Ms. Smith quickly increases profits and productivity. She works closely with teams of managers, staff and external specialists to align management and operations with priority goals – from cash flow to business reporting. Her customizable tool set for managing M&A from due diligence through integration enables companies to plan and execute successful growth and transition.

Previously, at Grant Thornton LLP, Ms. Smith advised middle market companies, government agencies and non-profit institutions. Projects included a comprehensive systems evaluation for a retail chain, financial controls improvement for numerous corporations, and a two-year operational restructuring of a $60 million pension fund. At Mount Sinai Medical Center, she performed strategic, operational and financial projects for the CFO and executive team. She began her career at the Federal Reserve Bank of New York, where she streamlined operations and presented to the public on Fed policies and global capital markets.

Princeton Legacy
We support academics through our involvement with Princeton University’s alumni outreach & communications program.

Ms. Smith speaks for academic and professional groups and has been quoted in The Wall Street Journal, The New York Times, The Sydney Morning Herald, CNBC.com, CBS Moneywatch.com, and other media. She is a popular writer for American Management Association publications, including her recent “Amp-Up Your Leadership” series.

Her blend of creative and financial perspectives reflects her academic and professional history. She received her B.A. in Romance Languages and Literature from Princeton University and an MBA in Finance and Public Policy Management from The Wharton School of the University of Pennsylvania and London Business School. She is bilingual English/Spanish and fluent in French. She has lectured at Columbia Business School and volunteers her expertise to medical, community development, and cultural organizations.

We first work closely with you to identify your needs and design the right approach for your specific project and objectives.  Stratex will then coordinate the necessary specialized skills and expertise to create timely and cost effective solutions executed by a highly integrated team.

WBE Certification

Stratex Consulting is certified as a Woman-owned Business Enterprise (WBE) by New York City.