Guideline
Steven Wu is the CFO at Guideline since September 2022. Prior to that, Steven was the Head of FP&A and Investor Relations at Qualtrics from January 2018 to September 2022. With a background in finance and strategy, Steven also held roles at companies such as Anaplan, Qatalyst Partners, Oracle, and Morgan Stanley. Steven earned a BS in Applied Economics and Management from Cornell University.
This person is not in any teams
Guideline
9 followers
Guideline is the easy, affordable way to invest in your financial future. Their retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.