Our
Advisors
OAKS Advisory Group
A subset of some of our OAKS Advisors & potential board members
Strategy & Executive
Leadership
(current & former Chairperson, CEO, COO, President roles)
Rusty Gordon
Advisor: Strategy, Sales, Customer Acquisition, Funding
CEO, Chairman, Board - Software (click for details)
Susan Walsh
Advisor: Strategy, Go-to-Market, Growth & Marketplace
CEO/President/GM, CRO, CTO, CSO, Board (click for details)
Phil Suiter
Advisor: Strategy, Sales, Customer Acquisition, Funding
CEO, Chairman, Board - Healthcare (click for details)
Michele Meyer
Advisor: Strategy, Go-to-Market, Growth & Marketplace
Board, Strategy, Mktg - CPG/Retail (click for details)
Operational Area
Leadership
(current & former CSO, CMO, CPO, CFO, Channels, Customer Success roles)
Greg Creel
Advisor: Finance, SaaS M&A, Valuations, Pricing & Growth (SaaS companies $100M - $1B+ ARR)
CFO, M&A, IR Function, Board (click for details)
Philip Nutsugah
Advisor: Product Strategy, Customer Strategy, Pricing & Growth - Telco/Media (SaaS companies $1B+ rev)
CPO, Product Strategy, Board (click for details)
Nelson Mumma
Advisor: Marketing Strategy, Customer Strategy, PR/Exec Comms (companies with $1B+ rev)
CCO, PR/Comms, Board (click for details)
Cait Porte
Advisor: Product Strategy, Marketing, Pricing & Growth (SaaS companies scaling from $5M-$100M ARR)
COO, CMO, CPO, Board (click for details)
Leighton Smith
Advisor: Finance, Investor Relationships, Go to Market Strategies, Scale Models (companies at $10M - $100B+ of revenue)
Finance, Growth Strategies/Partnerships, Investor Relations, Board (click for details)
Nino Maisuradze
Advisor: Finance, Operations, Revenue Scale (Business/Tech Services)
CFO/COO, Operation Scalability, Growth, Board (click for details)
Eddie Lanham
Advisor: COO/President/Operations/Sales (tech-enabled businesses $50-250M in rev)
COO, President, CSO, Board (click for details)
Carie Buchanan
Advisor: Customer Experience, Segmentation, Pricing & Customer Success (SaaS companies at $25M-$1B+ ARR)
CCO, CSO, CDO, Board (click for details)
Brian Benson
Advisor: Finance, Investor Relationships, Scale Models (companies at $10M - $1B+ of revenue)
Finance, Growth Strategies/Partnerships, Investor Relations, Board (click for details)
Chris McLatcher
Advisor: Data, AI, Customer Segmentation, Pricing, Customer Success (SaaS companies at $100M+ ARR)
CCO, CSO, CDO, Board (click for details)
Jim Tobin
Advisor: AI/Tech Strategy, Product, GTM Strategy - Media & Tech (SaaS companies from $10M - $10BM+ ARR)
CTO, CPO, AI/GTM Lead, Board (click for details)
Rich Cannon
Advisor: Distribution Channels; Go To Market Strategy (SaaS companies from $2M - $1B+ ARR)
CEO, CCO, GTM Lead, Board (click for details)
Chris Saltz
Advisor: Sales Strategy & Delivery, Team formation (high-growth SaaS companies & tech services firms at $50m-$1B+ in rev)
CSO/CMO/Board (click for details)
Jean-Christophe (JC) Laurent
Advisor: Technology, Operations, Team Scale (Business/Tech Services at $10M - $10B+ of Revenue)
COO, Strategy, Operations, Tech, Board (click for details)
Larry Mohl
Advisor: Software Strategy & Growth, (SaaS companies $2M - $100M+ ARR)
CEO, CLO, CCO, CHRO, Board (click for details)
Michael Lignos
Advisor: Operations, HR/IT, Team Formation (Business/Tech Services)
COO, Board (click for details)
Tim FitzGerald
Advisor: GTM Sales Strategy, Leadership & Execution for SaaS companies with $2–20M in ARR
CRO, CSO, Board (click for details)
Technology & Security
Leadership
(current & former CTO, CIO, CISO, Architecture roles)
Anil Cheriyan
Advisor: Tech/Security/Operations Strategy, Global Operations, Capital - Finance, Professional Services
CTO/CIO; AI/Cyber; PE/VC; Board (click for details)
Bill VanCuren
Advisor: Tech/Operations Strategy, Global Operations, FinTech / RetailTech (Services/SaaS)
CTO/CIO; AI/Cyber; PE/VC; Board (click for details)
Patty Lavely
Advisor: Technology, Architecture (SaaS and Services) - Healthcare
CIO, Strategy & Governance, Board (click for details)
John Trainor
Advisor: Technology, Architecture, Product (SaaS and Services) - Retail
CTO, CIO, Architecture, SaaS Board (click for details)
Sheldon Mundle
Advisor: Technology, Team Scale (Business/Tech Services) - Manufacturing, Telecom & Security
CIO, Strategy, Security, Board (click for details)
Aylin Orial
Advisor: AI/Tech/Security, FinTech, Global Operations, SaaS Software
CTO/CIO/CPO; AI/Cyber; PE/VC; Board (click for details)
Bob Varnadoe
Advisor: Security Strategy & Operations - Fin Tech (SaaS companies at $100M-10B+ ARR)
CISO, Security Team Lead Advisor, Board (click for details)
John West
Advisor: Technology, Architecture, Product (SaaS and Services) - FinTech
CTO, CIO, Architecture, SaaS Board (click for details)
Robert Sheesley
Advisor: Technology, Architecture, Product (SaaS and Services)
CTO, CIO, Architecture, SaaS Board (click for details)
Paul Farley
Advisor: Security Strategy & Operations - Fin Tech (SaaS companies at $100M-10B+ ARR)
CISO, Security Team Lead Advisor, Board (click for details)