Anna Moorhead in

Anna Moorhead

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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.

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

How Anna shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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

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Education
2015 - 2019
Bachelor of Arts - BA
University of Richmond
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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