Brian D.

Brian D. has extensive experience in account management and customer success within the financial services sector. Currently serving as the Lead Strategic Account Manager at Codat since August 2021, Brian has advanced from roles including Senior Enterprise Account Manager and Enterprise Account Manager, focusing on accounting, commerce, and bank data APIs for small businesses. Prior experience includes serving as Senior Customer Success Manager at Refinitiv and various positions at Thomson Reuters, Westpac Institutional Bank, and Marsh & McLennan Companies. Brian D. holds a Bachelor of Commerce in Finance and E-Commerce from the University of Sydney, along with a Graduate Diploma in Financial Services from Deakin University and a Diploma of Financial Markets from the Australian Financial Markets Association.