Lea Brevard Email Address

Chief Financial Officer

We help over 7 million Americans save for retirement, college education, and healthcare, servicing IRAs, HSAs, 401(k)s, and 529 college savings plans.

Senior leader with a track record of delivering results in challenging and high-growth environments. Strategic thinker with a deep understanding of business processes, planning and analysis, global capital markets, public and private financing, corporate communications, investor relations, developing and managing relationships with shareholders, directors and Wall Street analysts. Proven ability to build out high performing teams with a laser-focus on maximizing value.