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Breanna P. began their professional career in 2012 as an Associate Intern at Applied Financial Planning, Inc. Breanna then joined Acorns in 2014 as a Customer Service Representative and worked their way up to Director of Securities Operations. In 2019, they became the Head of Invest Operations (Cash App Investing LLC) at Square, where they developed the operational infrastructure for the broker-dealer and powered the rapid scale of Cash App Investing. In 2021, they joined Embed Financial Technologies Inc. as the Chief Of Staff.
Breanna P. holds a Bachelor of Arts degree from Biola University, where they majored in History and minored in Biblical Studies. Breanna also holds certifications from the Financial Industry Regulatory Authority (FINRA) as a General Securities Principal (Series 24), Investment Advisor Representative (Series 66), and General Securities Representative (Series 7).
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Embed Financial Technologies Inc. (“Embed”), a Vancouver, Washington based fintech start-up and parent to Embed Clearing LLC FINRA member correspondent clearing broker-dealer, is a modern, API-first clearing and custody business built to make it easier than ever before to embed trading or investing features into any product. Founded in 2020 by our CEO Michael Giles, former Square executive and proven FinTech entrepreneur, who also formerly founded Third Party Technologies Inc. (acquired by Square, Inc.) which provided an API platform for integrating investing features. Embed is backed by an amazing group of investors including Propel Venture Partners, Y Combinator, Bain Capital Ventures, Homebrew, Acrew Capital, SWS Ventures, solo GP venture investors including Lachy Groom and Josh Buckley, as well as founders from successful fintech companies, such as Plaid, Marqeta, Acorns, Betterment and others.