
Strategy, risk, and compliance executive focused on fintech, banking-as-a-service, and embedded finance. ✣ Currently working at Upgrade managing its financial crimes compliance division. ✣ Previously worked at Klaros Group. I joined as employee #2 and helped grow Klaros's advisory business from 3 to 100+ clients. I worked with fintech and digital asset clients from startup to scale, community, mid-size, and large banks, and credit unions. ✣ Prior to Klaros, I was a Promontory Financial Group consultant, working primarily with large and mid-size banks and fintechs on enforcement, risk management, regulatory relations, and bank licensing matters. ✣ Prior to Promontory, I was a regulator and payments specialist at the Federal Reserve Board of Governors focusing on new and emerging payment types. ✣ I started my career working at Pew focusing on federal and state fiscal health issues for policymakers and the press. My work was featured in over 50 leading publications, including The New York Times, Washington Post, and Wall Street Journal.
upgrade.com
harvard.edu
federalreserve.gov
pewtrusts.org
bu.edu
irex.org
hctechnologies.com
San Francisco Bay Area
Senior Director, Financial Crimes Compliance
Upgrade, Inc.
• www.linkedin.com/company/upgrade-inc-
• Full-time
Apr 2024 - Present
San Francisco, California, United States
Director
Klaros Group
• www.linkedin.com/company/klaros-group
• Full-time
Dec 2021 - Apr 2024
San Francisco Bay Area
Principal
Klaros Group
• www.linkedin.com/company/klaros-group
• Full-time
Feb 2020 - Dec 2021
Principal
Promontory Financial Group, an IBM Company
• www.linkedin.com/company/ibm-promontory
Mar 2019 - Feb 2020
San Francisco Bay Area
Associate
Promontory Financial Group, an IBM Company
• www.linkedin.com/company/ibm-promontory
Jul 2017 - Mar 2019
San Francisco Bay Area
Principal
Harvard Graduate Volunteer Consulting Group (HGVCG)
• www.linkedin.com/school/harvard-university
Feb 2016 - May 2017
Greater Boston Area
sen.gov
ibm.com