Mona Tavss

WORK HISTORY

EDUCATION

SKILLS

ABOUT MONA TAVSS

Mona is a financial services executive with over 25 years of experience working across the full spectrum of regulated financial institutions, including banks, credit unions, insurance companies, CDFIs, asset managers, and broker-dealers, with a focus on credit judgment, balance sheet management, and funding strategy. Her career has been shaped by operating in environments where risk discipline, regulatory context, and long-term institutional health matter.She has advised institutions across these sectors on borrowing, liquidity, capital, and structural decisions, aligning balance sheet strategy to each organization’s business model, risk appetite, and governance framework. Her work sits at the intersection of credit judgment, relationship stewardship, and institutional strategy.Throughout her career, Mona has been trusted with complex portfolios and long-standing institutional relationships, delivering durable outcomes through disciplined underwriting, thoughtful structuring, and consistent execution. She is known for strengthening credit profiles, expanding borrowing and funding relationships, and serving as a steady partner through changing market and regulatory cycles.Mona’s leadership style is analytical, collaborative, and grounded in integrity. She places high value on mentorship and talent development, and is committed to building cultures where accountability, curiosity, and sound decision-making are expected.In addition to her executive role, Mona serves on the board of Festival Napa Valley and is open to board and advisory opportunities where her experience in financial strategy, institutional oversight, and governance can add value.