Casey Santos

About Casey Santos

I am an innovative Independent Board Director, and Advisor, Technology Executive (CIO/CTO), known for driving business success through strategic and innovative technology. I am a collaborative business leader with real technology experience including AI and Cybersecurity.Strategy, Innovation and Advisory• Developed and executed forward-thinking technology strategies, ensuring alignment with business objectives and maximizing ROI• Provided strategic guidance to prominent technology companies like Writer, Zoom, Box, Moveworks, and Appirio• Established high-performing global teams focused on empowerment, delivery excellence, and achieving business goals• Implemented strategic technology governance to drive stakeholder engagement and deliver business value• Pioneered the early adoption of transformative technologies such as Cloud, Data Analytics, Robotics, and AI to drive growthAI and Analytics• Leveraged AI technologies such as GenAI, Machine Learning, and NLP to enhance customer and employee experiences• Developed AI-driven Contact Center solutions, reducing issue resolution time and improving customer satisfaction• Provided advisory services to AI companies, contributing to their growth and market successCybersecurity, Compliance and Risk Management• Developed robust cybersecurity and information risk programs, ensuring compliance in regulated industries• Implemented and managed technology systems and operations to safeguard against cybersecurity threats• Serve as Chair of the Audit, Compliance, and Risk Committee at Horizon Blue Cross Blue Shield of NJGlobal Operations• Led global procurement initiatives, forging strategic partnerships and driving efficiency• Established internal global automation teams, optimizing processes and achieving cost savings• Orchestrated cross-functional efforts resulting in a 95% improvement in inventory management• Designed and implemented organizational operating models to ensure alignment across functionsMergers and Acquisitions • Developed M&A strategies for global asset managers, from opportunity sourcing to integration• Advised private equity portfolio companies on acquisition strategies• Successfully integrated acquisitions at Asurion, realizing synergies in operations and technologyMy passion for driving strategic technology initiatives and shaping the future workforce extends to my involvement in multiple non-profit organizations. I am committed to leveraging my expertise to create positive impact and drive meaningful change in the tech industry and beyond.

Experience

1. Member Board of Directors

   DTE Energy

   Feb 2025 — Present · Detroit, MI, US

Education

• The Wharton School

  MBA, Multinational Entrepreneurship

  1998 — 2001

• The Lauder Institute - University of Pennsylvania

  Master of Arts (M.A.), International Studies

  1998 — 2001

• Massachusetts Institute of Technology

  BS, Aerospace Engineering

Skills

• IT Strategy
• IT Project & Program Management
• IT Transformation
• IT Leadership
• Business Process Improvement
• Alternative Investments
• Financial Systems
• Crm
• Business Intelligence
• Financial Services
• Management Consulting
• Strategic Consulting
• Agile Methodologies
• Hedge Funds
• Cios
• Data Strategies
• Performance Attribution
• IT Enabled Business Transformation
• Operational Transformation
• Organizational Development
• Operating Models
• Fund Accounting Systems
• Portfolio Management
• Strategy
• Financial Modeling
• Risk Management
• Business Planning
• Investments
• Corporate Development
• Acquisition Integration
• Team Building
• Middle Office
• Venture Capital
• Process Improvement
• Business Transformation
• Private Equity
• Mergers & Acquisitions
• Start-Ups
• Due Diligence
• Executive Management