
I am an operator, independent director, strategic advisor and entrepreneur who helps public and private companies across a range of industries fuel growth, foster innovation, and meet higher standards of accountability. I want to see companies mature and prosper, and evolve into the organizations they set out to become, whether public, private or pre-IPO. As directors, I believe our goal should also include helping companies adopt policies that mutually benefit stakeholders and create a healthier capital markets system. Guiding management teams requires a strategic and tactical skill set, as well as extensive financial expertise. With diverse industry exposure, I’m able to advise a broad cross-section of companies, from small to big; West Coast to East Coast, leveraging experience as an operator and a director as well as a working knowledge of financial reporting. I apply equity research analysis skills and operating experience as a former CFO—one who has taken two companies public—to help teams fortify their corporate story, build internal controls and navigate complex regulations. As someone who has launched a tech company, I also offer operational and strategic advice from the entrepreneur’s perspective. Here’s what I do: ▪ Support strategic thinking and operational excellence ▪ Encourage companies to meet new standards of corporate governance, responsible leadership and financial transparency ▪ Transform narratives into powerful stories the public can relate to ▪ Help entrepreneurs and management achieve success I am particularly passionate about the IPO process, as going public is no longer just about amplifying a brand; it’s a matter of public policy, with implications that go far beyond the company, its founders or its early investors. Private companies benefit from becoming “IPO-ready” whether they choose to go public or not, as meeting higher standards of governance and transparency serves the interests of investors, customers and our financial markets.
stash.com
mfglobal.com
bnpparibas.com
tile.com
ml.com
accion.org
navan.com
New York, New York, United States
Chief Financial Officer
Navan
• www.linkedin.com/company/navan
Jun 2024 - Present
Palo Alto, California
Board Member
Navan
• www.linkedin.com/company/navan
Apr 2024 - Jun 2024
Founding Member
Extraordinary Women on Boards (EWOB)
• www.linkedin.com/company/extraordinary-women-on-boards
Jan 2021 - Present
Board Member
Bain Capital Specialty Finance Inc
• www.linkedin.com/company/bain-capital-specialty-finance-inc
Jul 2019 - Present
Boston, MA
Strategic Advisor
Long-Term Stock Exchange
• www.linkedin.com/company/ltse
Jan 2015 - Present
San Francisco, New York
Board Member
DigitalOcean
• www.linkedin.com/company/digitalocean
Apr 2018 - Jun 2025
Greater New York City Area
Board Member
Tuscan Holdings Corp.
Mar 2019 - Jul 2021
Greater New York City Area
Independent Trustee
Fidelity Investments Strategic Advisers Board
Sep 2011 - Dec 2017
Greater Boston Area
Board Member
Women's Forum of New York
Sep 2010 - Jan 2014
New York, ny
ltse.com
carbon38.com
savoirclub.com
nyse.com
credit-suisse.com
digitalocean.com