Educating people on financial security and savings became meaningful to me after working as a client advocate for injured workers and later in insurance. I entered the FinTech space by joining, Rebellion Research, a quant fund that had opened an RIA offering strategy which was traditionally for wealthy investors. I later join Quovo, as I loved the mission of providing connectivity to consumer’s financial data. My role was to sell services to financial advisors, so that they had a full picture of their clients’ finances and could provide better financial advice. My role evolved as more FinTech companies emerged and I was able to understand their needs and sell the Quovo service to them as well. I ultimately became Head of Fintech, managing the client life cycle. This January Quovo was acquired by Plaid!

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