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Adam serves as Head of Operational Excellence for bswift. He brings 19 years of experience delivering technology solutions for financial and healthcare companies. Prior to joining bswift, Adam served as Executive Vice President of Product and Marketing at HealthEquity, Senior Vice President of Marketing at Financial Engines, Vice President of Marketing and Chief Technology Officer at The Mutual Fund Store, and Director of Digital Products at TD Ameritrade. Adam holds a bachelor’s degree from Brigham Young University-Idaho.