Transforming the Future of Financial Advice

As CEO, Susan oversees the execution of eMoney’s vision and business strategy in addition to managing its cross-functional, core leadership team. Before being named CEO in 2022, Susan was eMoney’s Head of Marketing and Sales where she led all activities that accommodate the underlying demand for financial advice, drive revenue and growth, and increase brand awareness.

Susan joined eMoney in 2018 with an extensive background in leadership and aiding companies to grow and scale. She has more than 30 years of experience, specifically in software and services for both major global market leaders and smaller rapid growth businesses. Prior to joining eMoney, she held senior positions at Billtrust, Revitas (sold to Model N), Princeton Softech (sold to IBM), and Deloitte. Susan graduated from Drexel University with a Bachelor of Science in marketing.

As Head of People Experience, Joanne plays an essential role in creating and nurturing eMoney’s strong culture; one that lets people perform at their best while achieving strategic objectives. She leads an exceptional team that supports eMoney’s most important asset – its people – and the functions that help the organization thrive, including talent management, diversity and inclusion, employee relations, talent strategy, learning and development and total rewards. She works with business leaders to build and manage a People Experience organization that reflects and supports the dynamic needs of the business.

Joanne joined eMoney in 2018 with an extensive background in leadership and talent management. She has more than 20 years of experience in human resources with a focus in the financial and pharmaceutical sector. Joanne has contributed to organizations during times of explosive growth and helped to onboard and train the talent needed to move the firm forward. Prior to joining eMoney, she held senior positions in talent acquisition and recruitment at Amerisource Bergen, TD Bank, and Sovereign Bank.

Joanne earned a bachelor’s degree in history from Villanova University.

As Head of Technology, Nick oversees software development and IT operations for the company. As one of the pioneering employees who co-founded eMoney in 2000, he also served as Chief Information Officer. You can say Nick’s contributions to eMoney’s core products give them the “X” factor not found in other financial platforms.

Prior to his career at eMoney, Nick was Vice President of Development at VerticalNet, Inc. where he was responsible for building the firm’s technology group, as well as the migration and implementation of the technology used to power nearly five dozen B2B communities. He also served as the Vice President of Presentation Systems at Reality Online, a Reuters company. In that role, he oversaw the technical development of internet and client/server applications and was responsible for Reality’s core technology and the suite of applications under the award-winning Reuters Money Network product line.

Nick earned a bachelor’s degree in computer science from Drexel University in 1988.

As Senior Vice President, Marketing, Rachel leads a passionate, creative, and customer-focused team that is committed to advancing eMoney’s mission of helping people talk about money. She oversees all areas of the company’s brand awareness and demand generation initiatives with a focus on driving customer acquisition, retention and revenue growth.

Rachel joined eMoney in 2017 with an extensive background in B2B marketing, leading high performing teams and delivering differentiated brand experiences. She has more than 15 years of experience working with organizations of all sizes to design and execute integrated and performance-driven marketing strategies that connect audiences, elicit emotion, and drive growth and market share.

Rachel graduated from the University of Massachusetts, Amherst with a bachelor’s degree in English.

As Senior Vice President of Sales, Morgan leads eMoney’s revenue-generating activities for both advisor sales and enterprise sales. Since 2018, he has been integral in helping financial professionals understand the power of eMoney’s products and services to drive business growth.

Morgan has more than 20 years of experience in sales, sales management, and sales training within the technology software industry. He previously held positions as General Manager/Vice President at Televerde Europe, Senior Director of North American Demand Generation at SAP, Manager of Inside Sales at IBM Software, and Director of Inside Sales at Vignette.

Morgan earned his bachelor’s degree in education from East Stroudsburg University of Pennsylvania and an associate degree in business from Seminole State College of Florida.

As Head of Finance, Megan has guided financial planning and analysis, strategy, pricing, accounting, billing, and facility management functions since 2015. Megan and her team ensure that eMoney can both maintain its fast innovation and thrive financially through its growth.

Prior to joining eMoney, Megan spent 14 years at Fidelity. She thrived in multiple financial roles across the organization with responsibilities that included rebuilding the financial architecture platform for both the workplace and retail organizations and enabling each to view multidimensional economic analytics.

Megan earned a bachelor’s degree in accounting from Villanova University and an MBA from Boston College.

As Head of Legal and Risk, Jason oversees and implements the legal and risk management strategy of the company. Some of his duties include structuring and negotiating eMoney’s transactions, coordinating roll-out of new initiatives, managing the protection of the company’s intellectual property, overseeing litigation matters, ensuring eMoney’s commitments to its data privacy obligations, and providing practical legal advice across all business functions. Jason also chairs the company’s risk committee and serves as eMoney’s privacy officer.

Prior to joining eMoney in 2013, he was an attorney at Pepper Hamilton LLP, specializing in intellectual property commercialization, venture capital financing, and technology development.

Jason earned a bachelor’s degree in economics from Bucknell University and received his Juris Doctor from Rutgers University School of Law. He is also designated as a Certified Information Privacy Professional (CIPP/US) and a Certified Information Privacy Manager (CIPM) by the International Association of Privacy Professionals.

As Head of Financial Planning, Matthew focuses on helping clients fully utilize eMoney’s dynamic financial planning tools. Matthew and his team of certified financial planners and analysts help clients implement practice management strategies on an in-depth level to collaborate and achieve business results. As one of the founding employees of eMoney Advisor, he has worn a number of hats, juggling various responsibilities and making significant contributions toward the feature-set definition of the platform. Matthew has also been heavily involved in the implementation of the platform with enterprise clients, truly giving him a well-rounded expertise of the technology.

Matthew has more than 20 years of experience in the financial services industry. Prior to joining eMoney, he was an Advanced Marketing Consultant with Prudential Securities, responsible for marketing efforts in the Northeast.

Matthew earned his bachelor’s degree in business from the University of Minnesota and holds a Master of Business Administration with a concentration in financial services from St. Thomas University. He holds the CLU, ChFC, and CFP® certifications.

As head of product, Tom is responsible for setting and executing eMoney’s product strategy. In this role, he oversees more than 50 employees dedicated to the evolution, development, and user experience of eMoney’s robust portfolio of products – helping to deliver a comprehensive suite of solutions that creates a powerful experience across the platform.

Tom relies on more than 20 years of SaaS experience and leadership. Before joining eMoney in 2022, he served as chief product and strategy officer at Os33; as managing director of product strategy at Tangoe; and as vice president of product management and strategy at Sparta Systems. He also served as vice president and managing director for Albridge Solutions, the market leader for enterprise data consolidation and real-time performance reporting solutions throughout the financial services industry. During his more than 10 years at Albridge, Tom was responsible for managing and leading several functions, including product management, marketing, new business development and relationship management. Earlier in his career, he worked as a financial advisor at Smith Barney/Paine Webber.

Tom earned his bachelor of science in finance and marketing from Villanova University.

As Head of Client Services, Frank leads more than 200 employees dedicated to customer service, implementation, training, coaching, and client support. His previous experience as Head of Product for eMoney combined with eMoney’s award-winning customer service ensures that Frank and team can help eMoney’s users maximize their experience and understanding of the eMoney platform to drive business growth. He also serves on eMoney’s core leadership team.

Frank joined the company in 2002 and has spent his 30-year career focused on the development of financial applications, including online brokerage trading and e-commerce systems. He previously served as Regional Operating Officer and Director of eSolutions for Breakaway Solutions, Inc., an internet consulting company and application service provider. Prior to joining Breakaway, Frank held various leadership roles at Reality Online, a Reuters company, including Vice President of Reuters Web Development, Vice President of Development, Director of Content Services, Director of Data Center Operations, and Director of Macintosh Products.

Frank earned his bachelor’s degree in computer science from Drexel University in 1988.