Generate Higher Yields on Idle Cash with Increased Cash Visibility

Speaker

Since starting his career with tech startups serving in a wide variety of roles, Kevin has spent over a decade learning and exploring possibilities with tech solutions ranging from public cloud infrastructure to the latest SaaS applications. At Salesforce, he focused on bringing innovative sales, service, and marketing solutions to organizations in the process of digital transformation before leading a team of high-performing solution engineers delivering value at scale. Now with Trovata, he’s helping finance and treasury teams understand how advanced technology can be applied to overcome traditional challenges and achieve maximum benefit for their organizations.

Dan Tafoya’s role at Morgan Money encompasses overseeing client communications, fostering innovation, and steering the strategic direction for Morgan Money across global regions with focus on US and EMEA. He is Series 6, 7, 63 and 24 FINRA licensed.