CWB Board of Advisors
Kara Banosian is the Chief Revenue Officer at Stavvy, a fintech startup transforming the mortgage industry. She is an experienced marketing and sales leader with a proven track record of driving growth and revenue in the B2B SaaS industry.Prior to Stavvy, Banosian held various marketing leadership roles at LogMeIn and EMC. She is known for her strategic vision, ability to identify gaps and opportunities, and focus on delivering results. Banosian is also an investment partner and advisor for York IE, a strategic growth and investment firm.
Stavvy is a digital transaction platform designed for real estate professionals that modernizes real estate transactions through collaboration, reliability, and choice, and in 2021, it raised over $40 million in Series A funding, marking the largest Series A in New England's FinTech, LegalTech, and PropTech history.
Morgan is head of Third Party Risk at Stripe and has spent the duration of her career in the risk and compliance space. Her belief in right-sized foundational governance based on benchmarks and best practices has enabled her to develop nimble risk programs for financial services firms. Focus areas throughout her career have included enterprise, operational, and third party risk, business continuity, fraud prevention, regulatory compliance, and tooling enablement. Morgan has a M.S. of Enterprise Risk from Boston University and a B.S. of Management from Bentley University.
Stripe is a financial infrastructure platform used by millions of businesses, from global enterprises to startups, to accept payments, grow revenue, and drive new business opportunities.
Dr. Lisa DeAngelis is your strategic partner in the journey from leadership knowledge to unparalleled wisdom and action, With an extensive track record of over 20 years in both divisional and corporate leadership across diverse industries, Lisa brings a unique blend of experience and innovation to the leadership coaching landscape.
In addition to her corporate experience, for over a decade, Lisa served as the director of the Center of Collaborative Leadership at the University of Massachusetts Boston, redefining success through a groundbreaking paradigm of collaborative leadership. In this role, she worked with leaders from prolific organizations as State Street Bank, Blue Cross Blue Shield of Massachusetts, Eversource, the Federal Reserve Bank of Boston, The Kraft Group, and the Boston Public Library.
Lisa's impact is felt across renowned organizations. Notable engagements while facilitating for Core Leadership Institute include establishments such as Wharton, Novo Nordisk, West Point, the Holdsworth Center, LEGO, and Banco Popular.
A distinguished author, Lisa's peer-reviewed articles on leadership, teamwork, and transformation have positioned her as a thought leader. She is also a contributor to Fast Company. Her coaching methodology doesn't just scratch the surface – it delves deep into the core leadership, inspiring profound insights that lead to transformative actions.
This wealth of experience serves as the foundation for her coaching, offering a blend of academic rigor and real-world application. Lisa established Dragonfly Coaching LLC in the fall of 2018, formalizing the work she does with leaders and teams.
As a coach, Lisa goes beyond conventional goal-setting. She helps leaders craft a compelling vision for their lives and translates it into concrete, achievable goals. Lisa's coaching isn't just about overcoming obstacles – it's about turning challenges into catalysts for future success.
Her approach is strategic. She guides clients in identifying and engaging resources, people, and tools necessary for short-term victories and lon-term transformation. Lisa doesn't just create plans; she empowers leaders to implement them effectively, ensuring tangible results.
Dr. DeAngelis is more than a coach; she is a catalyst for leadership excellence. Experience a profound shift in your professional and personal efficacy. Lisa supports you in achieving unparalleled success – she is a coach who not only understands the intricacies of leadership but has the proven ability to guide leaders toward lasting results.
Lisa partners with SurePeople and is certified in their PRISM psychometric assessment and ERTi 360 instrument. She is also an active member of the Institute of Coaching and International Transformative Learning Association.
Nathalie is experienced in the financial services industry with demonstrated excellence in Strategic Communications, Operations. She is an outspoke leader in Diversity, Inclusion & Equity and has a proven track record of success. She has experience in Project/Program Management, Analytical and Operational, Strategic Marketing and Diversity and Inclusion programming.
State Street Corporation, founded in Boston in 1792, is a leading provider of financial services to institutional investors with over $38 trillion in assets under custody, having expanded internationally in 1972 with an office in Munich and established a major data processing headquarters in Quincy, Massachusetts in 1974.
Jamie is a highly experienced talent acquisition professional with two decades of experience in the financial services and banking industry and has recently transitioned into the field of compensation. As the First Vice President and Head of Compensation and HR Operations at Cambridge Savings Bank, she excels at identifying, attracting, and developing top talent, with a keen focus on providing an exceptional candidate experience. In addition, Jamie studies the competitive marketplace and evaluates internal equity, and with this knowledge and foundation, creates the Bank’s total rewards philosophy. Jamie brings a wealth of expertise in the areas of diversity recruiting, workforce planning, and succession planning, etc.
Cambridge Savings Bank is a full-service mutual bank with over $6 billion in assets, serving the local community for over 185 years, primarily catering to the commercial, small business, and consumer sectors, and recognized as one of America's Best Small Employers on Forbes' 2023 list.
Lauren Phillips is a Vice President of Partnerships & Merchandising at the footwear start-up, Saysh, founded by Allyson Felix, an activist and the most decorated track and field athlete in Olympic history. Lauren has led various roles since Saysh began, from managing the creation team to product and now with a focus on growth through wholesale & partnerships. She has 16 years of experience in product management & merchandising, working with some of the best brands in the sports world, including Lululemon, New Balance and Reebok. During Lauren’s time in the sports industry she has led some of the largest businesses within the companies as well as the strategy behind the growth and new opportunities. She believes deeply that women and specifically mothers deserve better opportunities to grow, create and lead. Lauren is an advocate for change and growth of women’s careers. In her downtime she enjoys being outside with her two young children, running, baking and studying fashion.
Kiana Baskin is the Assistant Dean for Diversity, Equity & Inclusion at Northeastern University School of Law. Previously, she was a Senior Law Lecturer and Pre-law Advisor at Bentley University, where she also graduated with a B.S. in Business Communications in 1999. She earned her J.D. from Suffolk University Law School in 2002. Kiana is dedicated to teaching and social justice, having received multiple awards for her contributions at Bentley, including the Martin Luther King, Jr. Leadership Award. She also serves on the Board of Directors for KodeConnect, Inc., promoting STEM education for marginalized youth.
Ron has 20 years of experience leading DEI programs, primarily in the financial services industry. He joined the firm from Mizuho Americas, where he served as Managing Director, Head of Diversity and Inclusion. He has also worked for the Federal Reserve Bank of New York, Deutsche Bank, and KPMG, and serves on the board of various nonprofit organizations.
Natixis Investment Managers
Natixis Investment Managers helps institutional investors, investment funds, corporations, and individuals to build up their investment portfolios by offering them a range of tailored solutions.
Gianna has been a strategic GTM leader, scaling organizations in the SAAS and tech industry for over two decades. Former GM of Aircall, a SaaS unicorn, and executive at Mondo & Bluewolf, her expertise has been instrumental in leading GTM organizations, scaling hyper-growth, and culture & organizational excellence. She is most passionate when a part of a community helping to empower and mentor others to reach their best. She is now co-founder of ChampionHQ, an AI driven Advocacy platform, winner of the 2024 GTM Innovator Award. Gianna's impressive results and visionary leadership were recognized when she was named 2017 Female Executive of the Year by the prestigious Stevie Awards for Women in Business, CRN’s Women of the Channel in 2021, and the Positive Leadership Award in 2023. Gianna also serves as co-chair of the board of directors for READ718, and an active alumnus for Northfield Mount Hermon.
Anne is a multi-lingual financial services executive with extensive experience in Corporate Banking and Capital Markets in the U.S. and Europe. She has a solid record of successfully applying financial service expertise and strategic vision to deliver effective corporate finance solutions on an international scale. Uniquely skilled at project and event management and leading high-performance teams to deliver results. Anne's corporate work experience includes firms such as Citibank, HSBC, CastleOak Securities and C.L. King & Associates and she holds FINRA licenses SIE, 7, 24, 63, and 79 and is a graduate from ESCP Europe and Northwestern University.
Miranda Velonis is Vice President of Investor Relations at IBM, where she advises the C‑suite and Board on long-term value strategy, market positioning, and investor engagement. She brings extensive global finance experience, including time in Asia Pacific leading regional finance, assurance, and transformation initiatives. Additionally, Miranda has held executive roles across treasury, corporate assurance, and divisional CFO responsibilities, guiding diverse global teams. She is a passionate advocate for inclusion and leadership development, serving as an executive sponsor for women’s advancement, a neurodiversity ally, and mentor to emerging leaders. Miranda is a proud Bentley alumna with a B.S. in Accountancy and is a Certified Internal Auditor.