BOARD LEADERSHIP

Board-level technology judgment, grounded in operating experience.

Technology, cybersecurity, AI, data, and digital transformation now shape enterprise value, resilience, reputation, and growth. Boards need more than technical updates. They need clear implications, decision criteria, and accountability.

What I Bring to the Boardroom

Technology fluency translated into governance, economics, and enterprise value.

Boards need clear implications, useful questions, credible evidence, and an operating-tested perspective—without crossing the line into management.

Enterprise Value Orientation

I connect technology and cyber decisions to growth, margin, capital allocation, client experience, risk appetite, strategic optionality, and long-term enterprise value.

Regulated Financial Services Experience

More than 25 years across community and regional banking, fintech, payments, mortgage, lending, private-capital-backed companies, and regulated operating environments.

Technology, Cybersecurity & AI Fluency

The ability to challenge management constructively across strategy, architecture, cyber risk, data, AI, third parties, resilience, and execution without pulling the board into operations.

Transformation, M&A & Scale

Experience building greenfield platforms, modernizing complex environments, integrating acquisitions, consolidating systems, and supporting rapid growth.

Management Empathy with Governance Discipline

I understand the pressure management teams face because I have carried the accountability myself. That supports rigorous oversight, candid dialogue, and a productive line between governance and execution.

Board Contribution Areas

A broad enterprise lens, with depth where boards increasingly need it.

Technology and digital strategy
Cybersecurity, privacy, and operational resilience
AI, data, and automation governance
Enterprise risk, audit, regulatory readiness, and control maturity
M&A integration, core conversion, and platform consolidation
Fintech, payments, banking as a service (BaaS), and regulated technology
Major technology investments, vendors, and third-party concentration
Growth strategy, client experience, operating leverage, and enterprise value
CEO, CIO, CTO, and CISO succession and leadership capability
How I Work

Prepared, direct, curious, and constructive.

I ask questions that expose assumptions, dependencies, and tradeoffs—not questions designed to display technical expertise. I work to improve the quality of the board’s information, help management clarify choices, and keep the discussion connected to strategy, risk, economics, and accountability.

ChallengeConstructively test assumptions and evidence.
ClarifyTranslate complexity into decision-ready implications.
ConnectKeep technology tied to strategy and enterprise value.
GovernPreserve the line between oversight and execution.
Current Board & Advisory Experience

Operating experience applied to product, growth, governance, and value creation.

My board work is grounded in the same principles I bring to executive leadership: disciplined strategy, clear accountability, strong governance, and commercially relevant execution.

RI
Board of Directors & Fractional CISO

Revio Insight

Revio Insight is a financial-services customer-intelligence platform. I serve on its Board of Directors and as Fractional CISO, advising the founders and executive team on product strategy, financial-institution partnerships, go-to-market execution, enterprise growth, governance, cybersecurity, capital-raising readiness, and long-term value creation.

Board Contexts

Where my experience can be most useful.

Financial Institutions & Lending Platforms

Commercial, consumer, mortgage, specialty-lending, and other regulated financial-services organizations seeking deeper technology, cybersecurity, AI, data, digital, or transformation expertise.

Fintech, Payments & Data Companies

Companies serving regulated financial institutions and scaling enterprise capabilities.

Private Equity Portfolio Companies

Businesses requiring operating scale, governance, resilience, integration, or digital value creation.

Financial Services & Regulated Technology

Mortgage, lending, real estate finance, analytics, and regulated technology businesses.

Board Committees

Audit, risk, technology, cybersecurity, digital, AI, and transformation committees.

Growth-Stage Organizations

Companies preparing for institutional clients, capital, governance, or the next level of scale.

Board Opportunities

Technology belongs in the boardroom as a business conversation.

When the board is evaluating strategy, growth, risk, resilience, AI, or a major investment, the technology implications should be understandable, decision-ready, and connected to enterprise value.

Discuss Board Opportunities Board service is considered selectively and is subject to applicable independence, employer, regulatory, confidentiality, and conflict-of-interest requirements.