Dai Shi is an experienced executive with extensive expertise in mergers and acquisitions (M&A), international expansion, initial public offerings (IPOs), turnarounds, and addressing complex HR, sales, and operational challenges. Dai focuses on driving growth while maintaining sustainable profit margins. She believes the financial services industry is the first responder to everyone’s economic health — an extraordinary responsibility to society.
When serving as the shadow CFO of AXA Southeast Asia between 2011 and 2015, Dai successfully navigated numerous M&A transactions, notably the 2013 AXA-Tian Ping acquisition, a 500m Euro deal. This transaction, amongst other joint ventures, has driven AXA’s international expansion efforts in Asia, delivering double-digit growth in top-line and earnings.

Dai was one of the core members who prepared Equitable [ Former AXA US] for IPO in May 2018. Currently serving as the CFO of a DC-based Investment Advisory Firm, her leadership has revitalized organizations by implementing effective strategies to restore profitability and growth. From 2020 to 2023, Dai led the business to profitability and positive cash flows.

Known for her strong communication skills and collaborative approach, Dai effectively serves on boards besides the Washington Ballet Company: The Mission Square Foundation and the Illinois State Society. Dai chairs the Finance Committee of the Center of Public Administration and Services. She previously served on The Well NYC’s finance and compensation committee, a mission-driven wellness-focused organization based in New York City.

Dai holds an MBA from the University of Illinois and has earned certificates from Columbia University and the University of Geneva. Dai received the certificate in Business Excellence from the Wharton Executive Program in 2025, further solidifying her expertise through continuous learning and professional development.

Born in Shanghai, Dai has lived in Chicago, New York, Paris, Hong Kong, and DC. She has traveled to eighty-four countries for business and pleasure. She understands developed and emerging markets and brings a unique perspective to business challenges. Dai is also board-certified, adding a formal credential to her role and underscoring her expertise in corporate governance.