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Steven Schwarz, CPA, CMA is a seasoned finance professional with extensive experience in financial planning and analysis, currently serving as Director at Lionpoint Group since March 2022. Previously, Steven held managerial roles at Keyrus and Deloitte, where responsibilities included leading implementations of financial planning technology, enhancing organizational efficiencies, and guiding clients in financial transformations. Steven's career began at Navy Federal Credit Union, progressing through various accounting positions. Steven earned an MBA from Marymount University and holds dual bachelor's degrees in Accounting and Economics from Old Dominion University.