Steven Held
Senior Director
Quick facts
14+ years of experience in information technology and financial services
Expertise in program management, strategic planning and organizational change management
Based in San Francisco
Master’s degree in international policy analysis from The Monterey Institute of International Studies
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Steve Held is a Senior Director with Alvarez & Marsal Corporate Performance Improvement in San Francisco.

He brings more than 14 years of experience in information technology and financial services, including deep expertise in program management, strategic planning, and organizational change management.

Before joining A&M, Mr. Held spent nine years with Fireman’s Fund Insurance Company, serving in a variety of leadership roles including Senior Director for IT Strategy and Operational Transformation, IT Business Relationship Director for the $1.2 billion commercial business division, and PMO Leader for the IT and Customer Service division. Prior to Fireman’s Fund, he served as Client Development Manager for Organic, Inc., a pioneering web consultancy.

His strategic planning and change management experience includes: developing an IT strategy to enable enterprise-wide business transformation, which included a core legacy system replacement, IT process model maturity and an improved vendor management strategy; creating an enterprise release management framework for Blue Shield of California to integrate and synchronize the planning and production deployments for its legacy and next generation technology platforms; and developing a transition plan for the merger of two Allianz entities that resulted in a national shared-services organization of 600 members across five locations. For the new organization, he was responsible for forecast and planning activities for a $300 million annual budget.

In addition, Mr. Held managed an application development / maintenance outsourcing transition for a large business division, which included a revised demand management strategy, and process and role redesign; he designed product and lead integration strategies for large insurance company clients including AIG, CNA and State Farm for the online insurance portal, InsWeb; and devised process and integration approaches to incorporate electronic leads into existing systems and workflows.

His program management and delivery experience includes: serving as the PMO Leader for Customer Service and IT divisions, responsible for driving project health, schedule quality and critical path program management for $100 million technology development portfolio; he led development of next-generation enterprise underwriting decision platform, with approved program targeted to generate $60 million savings over a five-year period; and he deployed an enhanced governance model to expand a review of legacy system change requests.

Additional engagements include: developing executive performance reporting, illustrating prioritized KPIs and topics for executive review; implementing a monthly review process to facilitate transparency and controlling for financial results and project execution; and managing a development team to create large-scale online business channels for clients.

Mr. Held earned a bachelor’s degree in history from University of Redlands and a master’s degree in international policy analysis from The Monterey Institute of International Studies.