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Governance informed by operating experience.

Enterprise technology executive and attorney with a track record of steering B2B SaaS companies through transformative growth, PE-backed transitions, and AI-driven product strategy. Combines legal and fiduciary rigor with deep product and technology leadership to provide boards with informed governance across risk, compliance, digital transformation, and long-term value creation. Proven ability to oversee enterprise-scale revenue portfolios, guide M&A integration, and navigate complex regulatory environments. Approaches governance with a bias toward disciplined growth — balancing innovation investment with fiduciary accountability, informed by both legal training and hands-on operating experience.

Current board experience.

Board Member — BillTrust (EQT Portfolio Company) 2026 — Present
Advisor — Veridical Ventures 2025 — Present

Board-ready across governance, strategy & technology.

Governance & Risk

  • Fiduciary Oversight
  • Regulatory & Compliance Navigation
  • Risk Management & Mitigation
  • Audit & Financial Stewardship
  • Corporate Governance Frameworks
  • Stakeholder & Shareholder Engagement

Strategy & Growth

  • Enterprise Transformation
  • M&A Due Diligence & Integration
  • PE-Backed Growth Acceleration
  • International Market Expansion
  • P&L Accountability
  • Talent & Succession Planning

Technology & Innovation

  • AI & Agentic Technology Governance
  • Product-Led Growth Strategy
  • Data Governance & AI Ethics
  • Cybersecurity & Data Privacy
  • SaaS Platform Architecture
  • Digital Transformation Oversight

Governance-relevant depth.

PE Transactions & Public-Private Transitions

  • Navigated multiple PE-backed transitions: Vista Equity Partners acquisition of Duck Creek Technologies; Hellman & Friedman take-private of Ultimate Software and subsequent merger forming UKG
  • Drove long-term growth strategy and product alignment through both transactions
  • Aligned product, technology, and operational strategy to PE value-creation objectives across pre- and post-acquisition cycles

AI & Technology Oversight

  • Guided the full arc of enterprise technology transformation — monolithic systems to multi-product platforms to intelligent data foundations to agentic AI
  • Partnered with Microsoft and Vista Equity Partners to develop industry-specific AI solutions across insurance and workforce technology
  • Informed perspective on AI governance, responsible deployment, data strategy, and technology risk at the board level

M&A Integration & Revenue Expansion

  • Guided 10+ acquisitions driving inorganic growth across insurance, HCM, and revenue operations platforms
  • Launched 30+ organic products and new revenue streams, expanding reach across Europe, India, and Australia
  • Hands-on experience in due diligence, integration planning, and post-acquisition value realization

Enterprise Risk, Regulatory Compliance & Data Governance

  • JD-credentialed executive with direct experience in regulatory research, compliance programs, and legal risk management across insurance, financial services, and HR technology
  • Established data governance frameworks for responsible AI deployment, data quality, and privacy compliance
  • Legally informed perspective on emerging AI regulation, algorithmic accountability, and enterprise data stewardship

Operational Scale & Financial Stewardship

  • Driven enterprise value creation through EBITDA improvement, margin expansion, and disciplined revenue growth across multiple B2B SaaS organizations
  • P&L oversight for large-scale portfolios, aligning cost structure to PE and public-company financial targets
  • Balanced growth investment with profitability, scaling global teams and translating operational performance into shareholder value

Executive track record.

Chief Executive Officer 2025 — 2026
AbsenceSoft · Denver, CO
  • Guided strategic pivot to an intelligence-first model leveraging agentic AI for product-led and sales-led growth
  • Implemented cross-functional revenue visibility and performance accountability
  • Launched customer voice program to improve retention and service efficiency
Chief Product & Technology Officer 2022 — 2025
Duck Creek Technologies · Boston, MA
  • Oversaw product and technology strategy through Vista Equity Partners acquisition and public-to-private transition
  • Delivered 3-year strategic roadmap with 90%+ execution; expanded APAC growth by 30%+
  • Partnered with Microsoft and Vista to pioneer insurance-specific agentic AI
  • Improved margins by seven points through operational efficiency
Senior Vice President, Product 2021 — 2022
ZoomInfo · Waltham, MA
  • Oversaw B2B SaaS product portfolio powering revenue operations across sales, marketing, recruiting, and data platforms
  • Guided organic growth strategy while integrating multiple acquisitions into a unified platform vision
Senior Vice President, Development 2014 — 2021
UKG (Ultimate Software) · Weston, FL
  • Progressive leadership across Product Strategy, Engineering, and Development for UKG Pro HCM SaaS portfolio
  • P&L accountability for $1.5B+ revenue portfolio with 1,000+ team members
  • Scaled global operations across US, Canada, Europe, and India
  • Transitioned architecture from monolithic to multi-product platform
Lead Consultant — ThoughtWorks, New York, NY 2013 — 2014
Product Management — Ascend Learning, Jones & Bartlett Learning 2011 — 2013
Product & Compliance Leadership — Wolters Kluwer 2007 — 2011
Compliance Attorney — Wolters Kluwer Financial Services 2005 — 2007
Juris Doctorate — American University, Washington College of Law, 2005
BBA, Management — University of Massachusetts Amherst, 2002
B2B SaaS InsurTech HCM & Workforce Technology Revenue Operations Legal Technology Healthcare Education Financial Services Compliance

Functional committee fit.

Audit Committee
P&L oversight, EBITDA improvement, capital allocation, budget governance
Compensation & Talent
Scaled teams to 1,000+, talent strategy, performance culture design
Technology & Innovation
AI governance, agentic technology strategy, digital transformation
Risk & Compliance
JD credential, regulatory navigation, enterprise risk management
Governance & Nominating
PE transition governance, stakeholder alignment, organizational transformation

Interested in connecting?

I welcome conversations about board service, advisory roles, and governance leadership.

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