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Daniel Martin

Board Candidate · Tennessee & Southeast

The boardroom needs someone who has been on both sides of the table.

25 years in financial services. A decade inside the most strategic banking conversations in the country. AI products built and shipped. I don't just advise on what's possible — I've done it.

Salesforce · 10+ YearsPeak Performer FY16–FY25AE of the Year FY18
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Years in Financial Services

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Top Performer Recognition

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YoY Revenue Growth FY26

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AI Ventures Built & Launched

Sisu is Finnish. It has no clean English translation. It means the grit that surfaces after you have nothing left — the step you take after your last possible step. I named my company Sisu because it isn't a brand name. It's a biography.

Born into poverty. No map handed to him. First-generation college graduate. First-generation professional. Everything Daniel Martin has built has been earned — and that perspective belongs in every boardroom making decisions that affect ordinary people.

What I Bring to Your Board

AI & Technology Governance

I've built it. I can govern it.

Hover to see proof

Most AI advisors have never shipped a product. I built WorthMore.ai and DegreeOS from zero to live — solo, while running a full-time enterprise sales org. When your board asks 'can we trust this vendor?' I answer from experience, not theory.

Revenue Growth & GTM Strategy

10+ years inside your peers' decisions.

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As Salesforce RVP I sit inside the technology decisions of banks and credit unions daily. I know what institutions your size are buying, building, and getting wrong — and what the best-run ones are doing differently.

Regulatory & Risk Governance

I ask the questions before regulators do.

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25 years navigating BSA/AML, CRA obligations, fair lending, compliance complexity, and enterprise procurement in regulated environments. I help boards govern technology risk with the same rigor they apply to credit risk.

Areas of Expertise

Click any area to ask my AI about it

Career Highlights

Salesforce

Regional Vice President, Financial Services

2015 – Present

  • · Enterprise sales to banks, credit unions, and wealth management firms
  • · Achievers Club FY19, FY21, FY22, FY23, FY24, FY25 · Peak Performer FY16, FY17, FY18, FY20 · AE of the Year FY18
  • · Currently tracking 96% YoY growth in FY26

WorthMore.ai

Founder

2025 – Present

  • · AI-powered appraisal dispute platform
  • · Built and launched solo while running full-time Salesforce role
  • · Live product, zero outside capital

DegreeOS

Founder

2026 – Present

  • · AI agent-driven degree acceleration platform
  • · Connects credit-by-exam paths to college degrees

Edward Jones Mortgage

National Sales Manager

2009 – 2013

  • · Led 215-person joint venture between Wells Fargo and Edward Jones
  • · Consumer Direct + Distributed Retail platforms

Stonegate Mortgage NYSE: SGM

Joint Venture Development

2013 – 2015

  • · B2B alliance development with banks, credit unions, and wealth management firms

Earlier Career

2004 – 2009

  • · Area Sales Manager, Waterstone Mortgage
  • · Loan Officer, Nationwide Home Loans

Focus Areas

Current Board Interests

Daniel is actively seeking board roles at institutions where technology fluency, fintech partnerships, and strategic growth are priorities for the next governance cycle.

Community Banks

$200M–5B in assets. Institutions navigating digital transformation and core modernization in competitive Southeast markets.

Credit Unions with Fintech Ambitions

Member-owned institutions exploring fintech partnerships, embedded finance, and next-generation digital products.

CDFIs in the Southeast

Community Development Financial Institutions pursuing mission-aligned growth through technology and capital deployment.

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If your institution is exploring board composition and you believe Daniel's background aligns with your strategic priorities, reach out directly. All inquiries are handled with discretion.

daniel@danielmartin.bio
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