Vetted Board Members

“Operations/finance leader with experience building the operational backbone for fast-growing firms, including setting up recordkeeping, internal controls, and brokerage-specific clearing firm decisions. Helped scale an entity from ~$30M to nearly ~$300M and later modernized consulting-firm expense operations by implementing Concur integrated with ERP, with a hands-on approach to systems selection and change management.”

“Operations and organizational effectiveness advisor who builds scalable playbooks and maturity-based operating frameworks for growing organizations, including investment portfolio companies. Has led change and regulatory adoption work in a large financial institution and coached a rapidly scaling fintech founder/exec team to improve trust, delegation, and decision-making.”

“Long-tenured agency leader (20+ years) who built foundational operational systems for contract and payment tracking—driving an immediate 33% revenue jump and lasting process improvements. Managed high-stakes, compliance-heavy initiatives like the COVID-era Shuttered Venue Operators Grant and led cross-functional alignment across finance/legal/admin during catalogue acquisition integration, with a strong emphasis on executive trust and discretion.”

“HR leader with cross-border (U.S. & Canada) experience who has supported technical and data orgs (engineering, product, analytics/BI) as an HRBP/HR Director. Partnered directly with C-suite leaders to refresh mission/vision/values using a data-backed proposal and led the rollout across processes, policies, and employee resources, alongside driving succession planning, talent reviews, and compliant reorganizations.”

“Operator who took a seed-funded university spin-off in cybersecurity from zero revenue and heavy losses to profitability and industry leadership, while building the full internal ops stack (HR/payroll/benefits/401k) and the initial GTM engine (Salesforce/HubSpot, SPIN + MEDPICC). Personally led fundraising across 30+ VC pitches, raising $11.2M total and delivering $98M returned to investors to date, with additional upside from a subsequent spin-off.”

“Chief of Staff to a President with deep experience driving cross-functional strategic initiatives and executive operating cadence in a commercial banking environment. Delivered a $25M contribution initiative, built governance and reporting systems (including Salesforce leaderboards), and stood up a PM function that cut the project portfolio by >50% and doubled throughput; also supported org design work during a merger with high discretion.”

“Operations-focused executive with CEO experience who scaled Lucy Activewear from $7M to $70M in three years and helped drive its $110M sale to VF Corporation, implementing classic operating committee governance plus audit/operational controls in a high cash-burn environment. Also mentored multiple founders at eBags through structured weekly engagement, board involvement, and even co-invested to facilitate a major shareholder buyout.”