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CISSP-ISSAP · 20+ Years · #10 OnCon Icon, 2022

Build Trust. Move Fast. Stay Compliant.

From seed-stage fintechs to established financial services firms, I help organizations navigate complex regulatory landscapes while shipping product at startup speed.

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Trusted by

  • The Coca-Cola Company
  • Cigna
  • Optum Health
  • Lumen Technologies
  • Fannie Mae
  • Marriott
  • CDW
  • WWT
  • Carter's
  • Katalon
  • Hood Container
  • Envista Forensics
  • Cardow Jewelers
  • COR Partners
  • Eberl's
  • Payspan
  • ABM

The pressure in this market

These are the challenges I hear from leaders in your space every day.

SOC 2 for Enterprise Sales

Enterprise banks and fintechs require SOC 2 Type II. Without it, deals stall in security review.

Regulatory Maze

PCI DSS, SOX, state money transmitter laws, SEC/FINRA requirements — the compliance landscape is overwhelming.

Security as Sales Enabler

Your security program should close deals, not slow them down. Security questionnaires pile up.

Fast-Moving Attack Surface

APIs, integrations, and third-party fintech connections create rapidly expanding risk.

Fintech & Financial Services Track Record

Proven Results in Your Industry

Numbers that speak to my experience working with fintech & financial services organizations.

0+

Fintech Clients

0M+

Pipeline Unblocked

0mo

Avg. SOC 2 Timeline

0%

Audit Pass Rate

How I Can Help

Tailored solutions based on 20+ years of security experience.

SOC 2 Certification

End-to-end SOC 2 readiness and certification support, from scoping through audit.

  • Gap assessment
  • Control implementation
  • Evidence collection
  • Auditor management

Fintech Security Program

Right-sized security programs that satisfy regulators without slowing down product.

  • Risk assessment
  • Security policies
  • Vendor management
  • Board reporting

Security Questionnaire Support

Turn security reviews from blockers into deal accelerators.

  • Questionnaire response
  • Trust center setup
  • Pre-sales security support
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Proven Results

Fintech & Financial Services Success Story

Real outcomes from companies in your industry.

Client

Series B Fintech Platform

8 mo
To SOC 2 Type II
$15M
Pipeline Unblocked
3
Bank Partnerships
Zero
Exceptions

Key Outcome

SOC 2 Type II in 8 months, unblocked $15M in pipeline deals with major banks

Built SOC 2 program from scratch during rapid growth phase
Implemented security controls without slowing product velocity
Created bank-ready security documentation and policies
Established security questionnaire response process
Trained engineering team on secure development practices
Set up continuous compliance monitoring with automated evidence
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Common Questions

Fintech & Financial Services Security FAQs

Answers to the questions I hear most often from fintech & financial services leaders.

Realistically, 6-12 months from start to certified report. Type I (point-in-time) can be achieved in 4-6 months, but banks increasingly require Type II which needs a 3-6 month observation period after controls are in place. I help you start the clock early while building the program in parallel.

Next step

Ready to secure your Fintech & Financial Services business?

Thirty minutes is enough to map the specific challenges, the next audit or deal, and whether a fractional CISO or a scoped project is the fit.

See if I should be in the roomSee pricing