Sara Wardell-Smith

Sara Wardell-Smith Email and Phone Number

Board member | Fintech CEO | Advisor & Mentor @ Axos Financial
Sara Wardell-Smith's Location
San Francisco, California, United States, United States
Sara Wardell-Smith's Contact Details

Sara Wardell-Smith work email

Sara Wardell-Smith personal email

n/a
About Sara Wardell-Smith

✅ C-suite operator and independent board member for public and PE/VC-backed private companies with extensive experience providing strategic advice, governance and oversight to multi-faceted global financial services businesses and fintech companies.✅ Three decades of broad experience creating value across capital markets, business and PnL management, corporate strategy, global regulatory change and risk management, innovation and new technologies. ✅ Deep subject matter experience across financial services software and solutioning, global payments, international treasury management, foreign exchange, financial technology, transaction banking, financial institutions, relationship management, digital assets, blockchain, web3, and online and digital delivery. ✅ Proven success growing a highly competitive business from start-up to over $1 billion in top-line revenue. Experience leading transformation and executing on business turnaround strategies. ✅ Strategic thinker with strong leadership, interpersonal and communication skills. Expertise navigating complex enterprise-wide issues, significant regulation, crisis management and culture change. Proven ability to work effectively, collaboratively and independently with board committees and c-suite executives. ✅ Board Committees: Nomination & Governance, Compensation, Audit, Risk, Technology & Innovation.✅ Areas of subject matter expertise: financial services innovation; global revenue and sales leadership; capital markets & B2B payments innovation; go-to-market strategy; driving profitability and long-term shareholder value; multi-jurisdictional global regulatory compliance; enterprise business development and client acquisition; business transformation; deal-making; execution; team building; mentoring and coaching.✅ Personal interests: motorcycle riding, trail running, mountain biking, travel, classic cocktails and, like any true Brit, a good cup of tea.

Sara Wardell-Smith's Current Company Details
Axos Financial

Axos Financial

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Board member | Fintech CEO | Advisor & Mentor
Sara Wardell-Smith Work Experience Details
  • Axos Financial
    Member Board Of Directors, Axos Financial (Nyse: Ax)
    Axos Financial 2023 - Present
    Independent non-executive director of Axos Financial and Axos Bank, a technology-driven financial services firm that provides innovative banking products and services to customers nationwide. ✅ Asset Liability Committee (ALCO) ✅ Compliance and Independent Credit Review (CICRC) Committee
  • R&T Deposit Solutions
    Member Board Of Directors, R&T Deposit Solutions
    R&T Deposit Solutions 2024 - Present
    New York, Ny, Us
    Independent non-executive director of R&T Deposit Solutions, a premier fintech provider of innovative, tech-enabled deposit and treasury management solutions to the financial services industry. PE sponsors: GTCR and Estancia Capital Management.✅ Audit, Risk & Compliance (ARC) Committee✅ Compensation Committee
  • Provenance Blockchain Foundation
    Member Board Of Directors, Provenance Blockchain Foundation
    Provenance Blockchain Foundation 2022 - Present
    San Francisco, Ca, Us
    Independent non-executive director of Provenance Blockchain Foundation, a public, open source, decentralized proof of stake blockchain and the world’s largest public L1 measured by real world assets, RWA. A leading organization focused on enabling financial services firms to adopt blockchain solutions and reimagine how their businesses operate. $12B+ in total value locked, TVL.
  • Department Of Xyz
    Lpa, Department Of Xyz
    Department Of Xyz 2023 - Present
    The Dept of XYZ is a venture capital fund investing in new technologies and early-stage digital asset companies building the trusted new financial systems.
  • Concourse
    Advisor, Concourse
    Concourse 2023 - Present
    New York, New York, Us
    AI meets Finance: Concourse harnesses AI to accelerate the FP&A work of corporate finance teams and aims to redefine the future of finance. Seed round led by a16z and CRV.
  • Nyca Partners
    Advisor, Nyca Partners
    Nyca Partners 2021 - Present
    New York, Ny, Us
    Nyca is a leading venture capital firm focused on connecting innovative fintech companies to the global financial system.
  • Visa
    Head Of Business Solutions - North America, Visa (Nyse: V)
    Visa 2020 - 2021
    Foster City, California, Us
    Executive leader responsible for Visa's North America sales, product, platform and fintech partnerships teams (EBITDA +$1B) providing a wide range of global payment and value-added solutions for commercial clients in the small business, middle market, large corporate and government segments. Modernizing and extending beyond cards into real-time payments, cross-border payments, and new payment flows leveraging blockchain technology.
  • Revolut
    Member Board Of Directors, Revolut
    Revolut 2019 - 2020
    London, England, Gb
    Non-executive independent director serving on the U.S. board of Revolut, Europe’s largest fintech and disruptive neobank ($45B valuation) that offers digital banking services including prepaid debit cards, fee-free currency exchange, P2P payments and cryptocurrency exchange.
  • Ftv Capital
    Advisor, Ftv Capital
    Ftv Capital 2019 - 2020
    San Francisco, Ca, Us
    Senior strategic transaction advisor. FTV Capital is a PE firm partnering with innovative companies to accelerate growth and drive market leadership in global payments, transaction processing and financial services.
  • Cls Group
    Member Board Of Directors, Cls Group
    Cls Group 2016 - 2019
    London, New York, Us
    Non-Executive Shareholder Director. Dual-regulated by the Federal Reserve Bank and the Bank of England, CLS is a Systemically Important Financial Market Infrastructure (SIFMI) and specialized financial institution that operates the world’s largest multi-currency cash settlement system (with volumes of $2 trillion/day), playing a fundamental role in the foreign exchange market by protecting settlement members and their clients from settlement risk. More than 70 of the world's most important financial institutions are CLS settlement members, with over 30,000 more financial institutions using the service, including banks, funds, non-bank financial institutions and multinational corporations.✅ Chair of the Nomination and Governance Committee.✅ Member of the Chairman's & Compensation Committee.
  • Wells Fargo
    Evp & Management Committee Member, Wells Fargo (Nyse: Wfc)
    Wells Fargo 1995 - 2019
    San Francisco, California, Us
    ✅ Member of the Executive Management Committee responsible for overseeing Wells Fargo's balance sheet ($1.9 trillion in total assets), strategy and performance, balancing shareholder interests, regulatory requirements, and the operational needs of the bank.✅ Led various Wholesale Bank and Capital Markets divisions. Division CEO for the International Treasury Management (ITM) business, Financial Institutions Group (FIG) within the Corporate & Investment Bank (CIB), and global Foreign Exchange (FX) division. Achieved industry leadership in global treasury and payments, FX, complex hedging and derivative solutions, serving B2B and B2C. PnL responsibility +$1B.
  • The Working Group On U.S. Rmb Trading & Clearing
    Working Group Member
    The Working Group On U.S. Rmb Trading & Clearing 2015 - 2018
    Chaired by Michael Bloomberg, and co-chaired by Tim Geithner, Henry Paulson, Thomas Donohue & Mary Schapiro. The working group identifies, evaluates, and recommends opportunities to develop and expand the trading, clearing, and settlement of RMB (Chinese Renminbi) in the U.S.. www.rmbusawg.com.
  • Gfma
    Board Member, Gfxd (Global Foreign Exchange Division)
    Gfma 2016 - 2017
    New York, Ny, Us
    The Global FX Division of the GFMA promotes efficiency and international convergence of regulation in the global FX market, the world’s largest financial market. It has taken a leading role in discussions with multiple jurisdictions around clearing, execution and reporting consultations and a proactive role in ensuring the industry meets enhanced transparency requirements driven by the G-20.

Sara Wardell-Smith Skills

Treasury Management Banking Foreign Exchange Trading Capital Markets Portfolio Management Financial Services Treasury Risk Management Fixed Income Financial Analysis Commercial Banking Sales Investments Equities Derivatives Cash Management Financial Risk Relationship Management Thought Leadership Innovation Management Strategic Thinking Cross Functional Team Leadership

Sara Wardell-Smith Education Details

  • University Of San Francisco
    University Of San Francisco
    International Finance
  • Beaconsfield High School (Uk)
    Beaconsfield High School (Uk)

Frequently Asked Questions about Sara Wardell-Smith

What company does Sara Wardell-Smith work for?

Sara Wardell-Smith works for Axos Financial

What is Sara Wardell-Smith's role at the current company?

Sara Wardell-Smith's current role is Board member | Fintech CEO | Advisor & Mentor.

What is Sara Wardell-Smith's email address?

Sara Wardell-Smith's email address is sa****@****rgo.com

What schools did Sara Wardell-Smith attend?

Sara Wardell-Smith attended University Of San Francisco, Beaconsfield High School (Uk).

What skills is Sara Wardell-Smith known for?

Sara Wardell-Smith has skills like Treasury Management, Banking, Foreign Exchange, Trading, Capital Markets, Portfolio Management, Financial Services, Treasury, Risk Management, Fixed Income, Financial Analysis, Commercial Banking.

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