Anna Moorhead in

Anna Moorhead

Enthusiast · DISC type i
New Business Representative at Plaid
📍 San Francisco Bay Area, United States

Anna Moorhead is a New Business Representative at Plaid, focusing on the banking and wealth sectors from San Francisco. Her experience at fintech firms like Passthrough and Ramp is complemented by a multifaceted BA from the University of Richmond in Political Science, Philosophy, Economics, and Law, driving her success in connecting finance with technology.

Outside of her professional life, Anna was a collegiate athlete, having played on the womens lacrosse team at the University of Richmond. She is also a fan of professional football, following the San Francisco 49ers.

She has a strong record of high performance, having exceeded her sales quota by hitting 126% and 135% in consecutive quarters.

Read the full overview →
Experience
5 Years
Current Role
New Business Representative
Job Level
Junior
Location
San Francisco Bay Area, United States
Personality Overview

How Anna shows up

Amiable & Agreeable
Non-Confrontational
Optimistic

They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Priorities

Topics Anna cares about

Fintech Innovation
Her career is centered around fintech growth at companies like Plaid and Ramp, and she frequently posts about the future of finance and new product launches.
AI in Finance
She expressed specific interest in this area when announcing Plaid Protect, highlighting the future of AI and fraud automation in the financial industry.
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Career

Work history

1-2025
New Business Representative
Plaid
3-2023 - 5-2024
Account Executive
Passthrough
11-2022 - 3-2023
Sales Development Representative
Passthrough
3-2022 - 10-2022
New Business Development
Ramp
8-2021 - 2-2022
Senior Associate
Third Bridge Group Limited
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2015 - 2019
Bachelor of Arts - BA
University of Richmond
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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