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917: Build Your Own Personal Balance Sheet | Joel Campbell, CFO, TreviPay

While the 2008 financial crash turned out to be a reliable source of career lessons for many of our finance leader guests, Joel Campbell may be the first CFO to share with us a customer support lesson learned from the crisis.

Back in 2006, Campbell, a seasoned treasury executive, had been recruited to help to build a robust treasury function for Ameriprise Financial, the recently spun-off financial planning division of American Express.

“Those first 2 years were really about finishing this spin-off process, but the day that’s burned infamously into my mind is September 16, 2008,” remembers…

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