Former Bank President · Current Bank Director · Fiduciary Leader
Nearly three decades in regulated capital, now in service of the boardroom.
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Former community-bank President and Vice Chair of the Board, and a sitting bank board director. Nearly three decades in banking, from the teller line to the boardroom.
Board Seats
Seeking additional paid board positions.
A sitting bank director and former bank president, seeking additional paid board positions where I can create value through capital oversight and regulatory experience.
Current and prior seats →Private Entry
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Advisory & Consulting
Strategic counsel for boards, chairs, and CEOs.
Engagements are scoped as fixed-fee projects or monthly retainers. Book a confidential conversation to discuss fit.
M&A Integration
Post-close integration planning and value realization for bank and mid-market transactions. Day One readiness, operating-model design, and the first 100 days, where acquisition value is kept or lost.
Board Governance Advisory
Independent review of board composition, committee structure, risk reporting, and board-to-management cadence. Practical recommendations a chair can act on.
Regulatory & Examination Readiness
Pre-exam posture for community banks and credit unions under FDIC, OCC, and Federal Reserve supervision. Built from nearly three decades inside regulated institutions.
Leadership & Succession Transitions
Board-led continuity through CEO succession, capital actions, and strategy shifts. Alignment across the board, the incoming team, and outside advisors.
Board Readiness Coaching
Preparation for executives pursuing a first or next independent board seat: board mechanics, committee work, and the fiduciary mindset.
Women in Governance
Counsel to boards building diverse, qualified slates, and to the women directors joining them.
Director training
Know your numbers.
A training session for directors who want to understand their numbers through a banker's lens. Ask about bringing Know your numbers to your board or leadership team.
Ask about a sessionSpeaking Inquiry
Tell us about your convening.
In Conversation
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Book a Meeting
Schedule a Conversation
Request a board opportunity conversation through the inquiry form, or book a paid advisory session.