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eMoney Wins 8 Stevie® Awards, Reinforcing Its Commitment to Client Success

March 6, 2026 – eMoney has been named a winner in the 2026 Stevie® Awards for Sales & Customer Service, earning eight awards that recognize the people and teams who power exceptional experiences for financial professionals every day.

This recognition reflects the strength of eMoney’s client-first culture and the impact its Client Services organization has on the more than 138,000 financial professionals who rely on the platform and its full-spectrum planning capabilities to serve millions of clients throughout the U.S.

2026 Stevie Award Winners

Gold Winners

  • Brett Tharp, Advisory Training Specialist – Customer Service Training Professional of the Year
  • Diane Kelly, Advisory eLearning Specialist – Customer Service AI Trainer or Specialist of the Year
  • Myles Pauletich, Technical Data Analyst – Back-Office Customer Service Professional of the Year

Silver Winners

  • Ania Iguitian, Advisory Success Coach – Customer Service Training Professional of the Year
  • Oksana Kaleeva, Technical Support Analyst – Back-Office Customer Service Professional of the Year
  • Roseida Cotto, Manager, Client Service Operations – Customer Service Manager of the Year

Bronze Winners

  • eMoney IVA & Chatbot Implementation Teams – Achievement in Customer Service Automation
  • Andrew Harris, Senior Client Support Specialist – Front-Line Customer Service Professional of the Year

Behind every award is a measurable impact on the financial professionals eMoney serves. From delivering effective training that accelerates onboarding and adoption, to implementing AI-powered support tools that increase speed and accuracy, to resolving complex data and technical challenges, these individuals and teams help financial professionals operate more efficiently and ultimately deliver better outcomes for their own clients.

“These awards are a meaningful recognition of the dedication our teams bring to their work every day,” said Frank Tropiano, Head of Client Services at eMoney. “Our focus has always been on building trusted partnerships with our clients – showing up with expertise and a genuine commitment to helping them succeed. I’m incredibly proud of this team and the impact they continue to make.”

This latest recognition reinforces eMoney’s broader commitment as a technology partner: empowering advisors with not only best-in-class technology but also collaborative coaching, expert training, and reliable customer service that delivers meaningful financial outcomes for the clients they serve.

To learn more about eMoney’s client-first approach, visit emoneyadvisor.com/services-and-support.

Several members of eMoney’s Client Services team were in New York City on March 5 to attend the Stevie Awards ceremony at the Marriott Marquis and celebrate this recognition. Below are a few moments captured from the evening.

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