As part of our commitment to developing our employees and helping you achieve your career goals, we’re pleased to announce that 26 employees (Movers & Shakers) were promoted or transitioned into a new role in the first quarter of 2024. Maybe even consider congratulating them via the eMpower platform!
Please join us in congratulating this group of employees for their outstanding performance and wish them the best of luck in their new positions!
| First Name | Last Name | Job Title | Business Unit Description |
| Camille | Cortina | Account Manager | Business Development |
| Mark | Scuderi | Helpdesk Product Support Specialist | Client Services |
| Joshua | Eisen | Distinguished Architect | Technology |
| Cassandra | Bahne | Account Manager | Business Development |
| Bernard | Belanger | Senior Advisory Software Architect | Technology |
| Julian | Booher | Software Engineer | Technology |
| Joseph | Buhrmann | Advisory Financial Planning Practice Management Consultant | Financial Planning |
| Katelyn | Donohue | Program Manager | Client Services |
| Jules | Dupont | Senior Advisory Software Engineer, Tech Lead | Technology |
| Conor | Flynn | Manager, Content | Marketing |
| Kerry | Gaitley | Senior Financial Planning Ops Specialist | Financial Planning |
| Joel | Galva Mora | Software Engineer | Technology |
| Jesse | Giles | Senior Corporate Counsel | Legal & Risk |
| Stanislav | Glushak | Advisory Software Engineer, Tech Lead | Technology |
| Sasha | Grabenstetter | Senior Financial Planning Education Consultant | Financial Planning |
| William | Gunn | Advisory Software Engineer, Tech Lead | Technology |
| Jason | Huang | Client Support Specialist | Client Services |
| Brittney | Jamieson | Senior Software Engineer | Technology |
| Steven | LaMountain | Senior Software Engineer | Technology |
| Stephen | Marzeotti | Manager, Training | Client Services |
| Christopher | Mauriello | Senior Financial Planning Practice Management Consultant | Financial Planning |
| Christopher | Parker | Advisory Software Engineer | Technology |
| Jessica | Reames | Client Support Specialist | Client Services |
| Derrick | Sumabat | Data Support Analyst I | Client Services |
| Jaden | Wei | Software Engineer | Technology |
| Simon | Welch | VP, Development | Technology |
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