Board & Executive Advisory Roles
Strategic Insight. Transformational Impact.
I serve selectively in board and executive advisory roles, where my experience in M&A, value creation, AI enablement, finance transformation, and performance improvement can support leadership teams and investors at the strategic and governance levels.
My background includes senior executive leadership as a CFO at a large enterprise, more than 30 completed M&A transactions, and extensive experience in transformation, restructuring, capital allocation, and performance improvement initiatives. I bring a value-creation lens to governance, focusing on strategic clarity, disciplined decision-making frameworks, risk awareness, and measurable outcomes.
Board and advisory contributions are grounded in practical operating experience, transaction execution, and financial leadership — not theory. I am particularly well-suited to situations involving growth, acquisitions, integration, transformation programs, AI adoption in finance and operations, and performance acceleration.
Typical Areas of Contribution
In board or executive advisory roles, I typically contribute in areas such as:
M&A strategy and transaction oversight
Value creation and value capture governance
Finance and performance improvement initiatives
AI enablement and technology investment decisions
Transformation and restructuring programs
Capital allocation and investment discipline
Risk review and decision framework design
Post-merger integration oversight
Executive decision support and strategic challenge
My role is to provide an independent perspective, structured thinking, and value-focused challenge to management, while supporting leadership teams in executing their strategy effectively.
Engagement Scope
Board and executive advisory roles are governance and oversight-focused and are distinct from my executive advisory service offerings. These roles are considered selectively based on strategic fit, potential impact, time requirements, and absence of conflicts of interest with my current executive responsibilities.
I am open to:
Corporate board roles
Advisory board positions
Value creation and transformation oversight roles
Investment and transaction advisory boards
Strategy and finance advisory councils
Fit & Focus
The best fit is with organizations, investors, and leadership teams that value disciplined strategy, data-informed decision-making, and measurable value creation—especially in environments involving growth, transactions, transformation, or technology-enabled change.
Contact
For inquiries about board or executive advisory roles, please reach out with a brief description of the organization, scope, and expected responsibilities.