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Naveen Agarwal is CEO at NavDots LLC and advises boards and companies in financial services and healthcare on innovation, digital transformation, AI, and marketing. Naveen brings deep P/L operating experience and his career spans 30+ years in CEO and other C level operating roles at public companies and startups. He is passionate about using AI and technology to create new business models, serve customers better, and increase productivity.
Prior to NavDots, Naveen was Chief Customer Officer at Prudential Financial (NYSE: PRU) and led global digital technology, customer experience, data sciences/AI, and marketing. He brought an entrepreneurial mindset to Prudential and led the company’s transformation from siloed business units to a need-based customer centric enterprise. He was the catalyst behind the company’s Corporate Venture Fund, and global innovation efforts especially in areas like underwriting, claims, fraud prevention, and mobile customer experiences. He served on Prudential’s US Management Committee and US Operating Committee. He also held the position of Chief Market Development Officer, working closely with business unit CEOs to deploy capital and drive inorganic growth via strategic M&A, majority/minority investments, and partnerships.
Naveen’s entrepreneurial background includes 20+ years in Silicon Valley. He was the CEO and Board Director at Pricelock, an online marketplace for large energy buyers and sellers; served as President of E*TRADE Capital Management and ran E*TRADE’s retirement, mutual funds, investments, corporate stock plans and benefits, and wealth management businesses. He also held executive roles at startups and public companies including Renaissance Software, SunGard and TCS. He brings expertise in SaaS, stochastic and quantitative pricing and risk techniques, asset and wealth management, brokerage, credit, insurance, and retail and institutional financial services.
Naveen is a strategic thinker with insights that provokes thought. He speaks frequently on wide-ranging topics and is well respected in AI, growth, and transformation advisory. He serves on the board of Ascension, one of the nation’s leading health systems with 125,000+ associates, 35,000 affiliated providers and 125+ hospitals, serving communities in 19+ states. He is a Senior Advisor at Boston Consulting Group; advises SY Partners, world’s leading company on corporate culture; is on CNBC Councils Advisory Board & Tech Executive Council; advises various VC/PE funds on their investments and deal diligence; is on board of 2021.ai, a startup out of Copenhagen, Denmark; is a Senior Advisor to AI4All; is a Fellow at Creative Destruction Lab at University of Wisconsin; and has served as an independent board member and chair of audit committee for Leo Holdings (NYSE: LHC).
Naveen holds an MBA from Haas School of Business at the University of California, Berkeley and a bachelor’s degree in computer science and engineering from the Indian Institute of Technology, Varanasi, India. He resides in SF Bay Area with his wife, is a proud father of two, and enjoys fashion, basketball, long hikes, and travels especially in pursuit of good wine.
