Daniel Martin

Board Advisor — Financial Services & Regulated Markets

Enterprise Growth · Risk · Governance

Selective advisory and board roles only. Non-competing.

What I Bring to Boards

I work at the intersection of financial services, enterprise growth, and risk-aware decision-making.Over 25 years, I’ve operated inside banking, lending, mortgage, and insurance organizations, and for more than a decade I’ve led enterprise go-to-market initiatives serving regulated financial institutions. I help boards and executive teams navigate growth during periods of technological and market inflection, where regulation, procurement, and governance materially shape outcomes.

Experience Snapshot

Salesforce — Financial Services
Edward Jones Mortgage (Joint Venture with Wells Fargo)
Stonegate Mortgage Corporation (NYSE: SGM)

Board & Advisory Focus

I am selectively open to paid advisory and board roles with:• Financial institutions (banks, credit unions)
• Non-competing B2B companies serving regulated markets
• Services firms supporting financial services transformation

Non-competing roles only. No Salesforce-related advisory, introductions, or confidential information.

Daniel Martin
Nashville, TN
linkedin.com/in/danielmichaelmartin