Board Candidate · Tennessee and the Southeast
Enterprise fintech operator and AI builder seeking paid board service with community banks and credit unions in the Southeast.
years in financial services
Why I’m on this site
I’m actively seeking one paid board seat with a community bank, credit union, or fintech-focused CDFI in Tennessee or the contiguous Southeast. The focus is specific; the reason is specific.
Community bank boards are being asked to govern a technology shift their composition wasn’t built for. I spend my days inside the strategic technology conversations that community banks are preparing to have, and I ship AI products in the same ecosystem. That combination belongs in the boardroom, not just in the vendor meeting.
What I bring to the boardroom
Model risk, third-party AI due diligence, and the oversight questions boards should be asking their management teams in 2026. Grounded in current regulator posture, not vendor marketing.
Anchored in the Bank Director 2026 Risk Survey gap and in shipped production AI systems.
A decade covering enterprise financial services at Salesforce. I know what institutions your size are evaluating, buying, building, and regretting — and what the best-run peers are doing differently.
Regional VP covering enterprise banking, credit union, and wealth accounts across the Southeast.
A working portfolio of live, shipped AI ventures. Not a former founder. A present-tense one. When your board asks whether a vendor can do what they say, I answer from having built it.
Four ventures under the Sisu holding company; WorthMore.ai and DegreeOS.ai are live.
Active in the state banking and credit union association ecosystem across TN, KY, AL, GA, NC, SC, MS, FL, and VA. Comfortable with BSA/AML, CRA, fair lending, and BaaS partnership risk as board-level conversations.
East Nashville-based; coverage spans nine Southeast states.
The Sisu portfolio
Four AI-native ventures operating under one holding company. Every listing below is present tense.
AI-driven home-appraisal dispute platform for homeowners and their lenders.
Processing disputes; Stripe live
VisitAI advisor routing adult learners through credit-by-exam to an accredited bachelor’s degree.
Reddit launch cohort: Apr 2026
VisitRecovery-community platform pairing accountability with daily practice for people in early sobriety.
VisitAgentic permit-expediting for contractors navigating municipal planning departments.
VisitThe enterprise spine
Regional Vice President, Financial Services at Salesforce. Enterprise coverage across banking, credit unions, and wealth management. Achievers Club FY19, FY21, FY22, FY23, FY24, FY25. Peak Performer FY16 through FY20. AE of the Year FY18.
Earlier in my career, I led a 215-person joint venture between Wells Fargo and Edward Jones on the consumer-direct and distributed-retail platforms, and before that drove B2B alliance development at Stonegate Mortgage (NYSE: SGM). The through-line is the same: sitting across from financial institution executives while they make the decisions that compound over a decade.
Full professional detail lives on LinkedIn. This page is the candidate brief.
Sisu
A Finnish word for quiet, sustained grit. Acting in the face of difficulty without making noise about it.
I named my holding company Sisu because it is not a brand. It is a disposition. First in my family to finish college; first to hold a professional role. Nothing has been handed over; every step has been earned quietly.
It is also how I intend to show up on a board. Prepared before the meeting, honest during it, steady after. Technology governance does not need a louder voice in the room; it needs a calmer one that has actually built the thing the board is being asked to oversee.
Board candidate brief
Positioning, capabilities, conflict disclosures, references on request. Written for committee chairs, not recruiters.
Talk to me
If your committee is in sourcing mode, book a time or ask my AI anything first. No inbox address on this page by design; the two ways in are deliberate.