Board Value
What I Bring to Your Board
AI & Technology Leadership
Founded and scaled multiple AI-native ventures. Boards gain a practitioner who understands where AI creates durable advantage in financial services—and where the hype ends. I translate emerging technology into governance-ready strategic decisions.
Revenue Growth & GTM
Regional Vice President at Salesforce managing enterprise fintech and banking accounts across the Southeast. I bring a disciplined go-to-market lens—deposit growth, digital product adoption, and competitive positioning in evolving regional markets.
Regulatory & Risk Awareness
Deep familiarity with compliance environments in financial services—BSA/AML, CRA obligations, fair lending, and technology risk frameworks. I help boards ask the right questions before regulators do.
Background
Executive Background
Daniel serves as Regional Vice President at Salesforce, where he manages a portfolio of fintech and banking accounts across the Southeast. His work sits at the intersection of enterprise technology adoption and financial services transformation — advising institutions on CRM, data infrastructure, and digital engagement at scale.
Alongside his corporate role, Daniel has founded multiple AI-native ventures. WorthMore.ai addresses valuation transparency in consumer markets. DegreeOS.ai applies AI to academic and career pathway decisions. Both reflect a practitioner's understanding of how AI products are built, financed, and regulated.
His background spans financial services technology adoption, digital transformation strategy, and compliance environments — making him a high-signal voice on the committees that matter most: technology, audit, and strategic planning.
Career Highlights
Regional Vice President — Salesforce
Fintech & banking accounts, Southeast region
Founder & CEO — WorthMore.ai
AI-native consumer valuation platform
Founder — DegreeOS.ai
AI-powered academic & career pathways
Fintech Advisor — Financial Services
Digital transformation, compliance, tech adoption
Focus Areas
Current Board Interests
Daniel is actively seeking board roles at institutions where technology fluency, fintech partnerships, and strategic growth are priorities for the next governance cycle.
Community Banks
$200M–$5B in assets. Institutions navigating digital transformation and core modernization in competitive Southeast markets.
Credit Unions with Fintech Ambitions
Member-owned institutions exploring fintech partnerships, embedded finance, and next-generation digital products.
CDFIs in the Southeast
Community Development Financial Institutions pursuing mission-aligned growth through technology and capital deployment.
Credentials
Areas of Expertise
Enterprise fintech & banking sales leadership
WorthMore.ai, DegreeOS.ai — built and operating
Deep domain: digital transformation, compliance, tech adoption
Regional networks across banking, credit unions, and CDFIs
Contact
Start a Conversation
If your institution is exploring board composition and you believe Daniel's background aligns with your strategic priorities, reach out directly. All inquiries are handled with discretion.