Head of Dep. & Inv. Products, Cards & Merchant Services, Payment Strategy
Region: Northeastern U.S., Mid Atlantic U.S., Southeastern U.S., Central U.S., Midwest U.S., Rocky Mountain U.S., Northern California, Central Coast CA, Southern California, Pacific Northwest, Southwest U.S.
Mobile Phone: 408-421-0045
Ms. Moss is the Head of SVB Investments, Deposit Products and Global Cards & Merchant Services. Ms. Moss oversees the development and delivery of SVB’s comprehensive suite of deposit, sweep and investment products and services, in addition to business credit and debit cards and merchant services. Ms. Moss is also responsible for leading SVB’s Payment Strategy.
In her role, Ms. Moss serves as President of SVB Securities, a registered broker-dealer and SVB Asset Management, a registered investment advisor, both of which are non-bank affiliates of Silicon Valley Bank. Ms. Moss currently chairs SVB Financial Group’s Client Funds Committee and serves as a member on the Asset-Liability, Product Delivery, and Compliance Committees.
Ms. Moss has more than 25 years of experience in the financial services industry, including sales management, marketing and new product development at firms in New York City, San Francisco and Silicon Valley. Prior to joining SVB Financial Group in 2002, she was instrumental in the founding of Epoch Partners, a technology investment bank formed by three of the largest on-line brokerages (Charles Schwab, TD Waterhouse and Ameritrade) and three leading venture capital firms (Benchmark, Kleiner Perkins and Trident Capital). Epoch helped originate and execute more than $2 billion of managed equity offerings. At Epoch Partners, Ms. Moss served as vice president of Marketing & Communications. Epoch Partners was acquired by Goldman Sachs in 2001.
Before joining Epoch Partners, Ms. Moss spent more than 15 years at Charles Schwab & Co. Inc. where she held a variety of management roles in San Francisco and New York. Most notably, she led Schwab’s Corporate Services team based in New York.
Ms. Moss currently resides in the San Francisco Bay Area with her husband, dogs and cat.