Catherine Flax
Associate
CRA, Inc.

(4.8)
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Catherine has had a distinguished multi-decade career in financial services, fintech, and commodities. She is currently an Advisor and Board Member to numerous startups and mature businesses, bringing expertise in business and strategic growth, innovation, talent development, regulatory affairs, and more. Prior to her board roles, Catherine was the CEO of Pefin, the world’s first AI financial advisor. Before Pefin, she was the Managing Director and Head of Commodity Derivatives, Foreign Exchange and Emerging Markets, Sales, and Trading for the Americas at BNP Paribas, and as Chief Marketing Officer of J.P. Morgan, as well as many other roles.


Catherine has a bachelor’s degree in economics and finance from Texas A&M University and a master’s degree in economics from Brown University.


Reviews

85 COMMENTS


  1. Catherine exemplifies what it means to be a strong leader and is always willing to do what it takes. She’s an excellent communicator and speaker and always motivating others. She’s willing to wear as many hats as is necessary to get the job done and welcomes input from everyone. She’s immensely passionate and dedicated. Catherine is very approachable and solution oriented as well!

    Senior-level professional, submitted on

  2. Catherine is very sharp and gets straight to the point. She sees the bigger pictures, however she can focus on the details. She delivers. Particularly strong in leading different parties, together, towards the finish line. Totally energetic, she can change the mood in the room.

    Senior-level professional, submitted on

  3. She has a wealth of knowledge in banking – and she has an amazing personality. Her deep knowledge, drive and motivation, along with her empathy and listening skills, make her a perfect SaaS CEO. Absolutely one of the best I have had the pleasure to meet and work with.

    Senior-level professional, submitted on

  4. When you meet Catherine, she instantly gives off the impression of a CEO. She’s confident, clear, concise, and asks thoughtful questions. Every conversation with Catherine is insightful, and for someone early in her career like myself, inspirational.

    Staff, submitted on

  5. Invests in people and works to lift them up Mentor to people regardless of seniority Compassionate leader High integrity Very dynamic personality that connects with all types Has a opinion and willing to support it

    Senior-level professional, submitted on

  6. Catherine is an extraordinary executive with a magnetic presence. She has an uncanny ability to brings people together regardless of their differences and we need more people like her at the top of our industry.

    Senior-level professional, submitted on

  7. Catherine shows boundless energy with laser focus on achieving her mission while building a powerful global network and motivating her employees with clear, agile but executable strategy

    Senior-level professional, submitted on

  8. Goal oriented, and routinely updates the entire company on where we are, as well as getting to know each employee on an individual and personal basis.

    NA, submitted on

  9. Leadership – inspires and motivates her team Innovation and Creativity – drives for new ways of thinking and working Communication skills – the best

    Senior-level professional, submitted on

  10. Catherine works tirelessly and is extremely committed to the betterment of Pefin. She is very approachable and shows great leadership qualities.

    NA, submitted on

  11. Exceptional strength in creating winning cultures which everyone understand their roles from a risk and client vantage first, P&L second thesis.

    Senior-level professional, submitted on

  12. Catherine is a role model for so many people. She excels at what she does and it seems to come naturally to her. She is so personable too.

    Senior-level professional, submitted on

  13. VERY FAST AT GETTING TO THE NUB OF THE ISSUE AND CUTTING THROUGH THE ISSUES TO ARRIVE AT A RESULT IN A COLLEAGIATE AND APPROPRIATE WAY.

    Senior-level professional, submitted on

  14. Catherine is an amazing person to have leading our company. Her integrity, openness and attentiveness makes me feel like I’m valued.

    Mid-level professional, submitted on

  15. Care for those around her and beyond Leadership Mentorship Breaking through bureaucracy and apparent ceilings Time management

    NA, submitted on

  16. Catherine’s skill at transitioning from institutional finance to a startup and having tangible impact is admirable and enviable!

    NA, submitted on

  17. Relentless pursuit of business growth. Resilient and optimistic in the face of obstacles. Putting people first always.

    Senior-level professional, submitted on

  18. Incredible ability to articulate the company’s mission and find partners to get closer to the company’s goals

    Senior-level professional, submitted on

  19. Smart, forward thinking woman who has approached finance and fintech with a creative and driven mindset.

    Staff, submitted on

  20. Strong communication & listening skills, building relationships, optimism and thinking outside the box

    Mid-level professional, submitted on

  21. Everything you look for in a CEO. Powerful, innovative, motivational leader who leads by example.

    NA, submitted on

  22. high quality of human relationship, vision, business intelligence, high standards, game changer

    Senior-level professional, submitted on

  23. Connected individual – she goes out of her way to know people she does business with.

    Senior-level professional, submitted on

  24. Possesses strong leadership qualities,very optimistic and great communication skills.

    Senior-level professional, submitted on

  25. Visionary leader, terrific motivator, generator of transparent and productive culture

    Senior-level professional, submitted on

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