Nandini K.

Observer
DISC Type : ic

Co-Founder at Napa Money

Reston, Virginia, United States

Overview

Nandini is a fintech entrepreneur with over 20 years of experience in financial services and risk management at firms like Citi and Booz & Co. She is currently the Co-Founder of Napa Money, building an AI-powered platform to protect older adults from financial exploitation. She holds an MBA from Duke University.

Her passion for protecting seniors from financial abuse stems from personal experience, after observing her own parents navigating their finances as they aged. This motivated her to leave her corporate career and build a solution to help families gain financial visibility and security.

She was recognized with a Risk Star Award from the CRO at Standard Chartered Bank for her significant contributions.

Personality Overview

Curious

Example Seeker

Value Driven

They ask a lot of questions and rely heavily on information and collaterals.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Protecting Seniors
Her current venture, Napa Money, is entirely focused on protecting older adults from financial exploitation, a mission inspired by her own family's experiences.
Fintech for Good
She is channeling her extensive background in financial services and risk management to build a technology platform that addresses a critical societal issue.
Enterprise Risk
She has held global leadership roles in operational risk at Citi and built the entire independent risk management function from the ground up at OnDeck.

Media Appearances

Nandini has no verified media appearances

Work History

4-2025
Co-Founder at Napa Money
4-2024 - 4-2025
Global Head of Operational Risk, Citi Client Organization at Citi
7-2021 - 6-2023
Operational Risk Lead - Climate Risk at Citi
12-2020 - 3-2024
Global Head of Operational Risk, Wholesale Lending and Commercial Bank at Citi
4-2020 - 7-2020
VP, Head of Enterprise Risk Management at OnDeck

Education

MBA from Duke University
Bachelor of Engineering - BE from National Institute of Technology Karnataka

More Information

Social Presence :

Prographics :

Exp : 24 Location : Reston, Virginia, United States Job Level : Leadership Designation : Co-Founder at Napa Money
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Insights For Selling To Nandini

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nandini is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Nandini

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Nandini move?

  • They like to analyze well and then make their decisions.
  • Can Nandini take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Nandini

Personality Compatibility


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