About
Responsible for Technology, Operations, Marketing, Sales and Product
Experience
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Chief Executive Officer at bswift
Dec 2022 - Present · 3 yrs 7 mos
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Chairman of the Board of Directors at Miracle Mile Advisors
Nov 2022 - Present · 3 yrs 8 mos
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Chief Operating Officer at HealthEquity
Aug 2018 - Nov 2022 · 4 yrs 4 mos
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Chief Operating Officer at The Mutual Fund Store
2012 - Aug 2018 · 6 yrs 8 mos
Responsible for Marketing, Technology, Operations and Business Strategy
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Managing Director at TD Ameritrade
Jul 2002 - Jun 2012 · 10 yrs
Most recently ran Investools, an investor education business. Previously responsible for retail strategy, sales and service operations, product management and market research.