eMoney’s 25th anniversary is a big deal. In an industry where many competitors don’t make it to year five, reaching 25 is a true testament to our alignment – with the market we serve and with each other. Longevity like this in SaaS isn’t luck – it’s purpose, vision, and execution.
What I value most about working at eMoney is the culture of trust. Every day, I know someone is counting on me – not just to show up, but to bring my expertise. Being trusted and truly heard in your role is powerful, and at eMoney, that trust is mutual and unmatched
The way financial advice is defined – and delivered – is rapidly evolving. eMoney’s strong brand and presence in the industry uniquely position us not just to keep pace with that change, but to help lead it through innovation and thought leadership.
I’ve always been the ‘finance friend’ – from helping friends with credit scores and 401(k)s to researching mutual funds as a kid. I even started trading at 13. So, selling FinTech felt like a natural fit.
I spent 5+ years at a competitor in roles from market research intern to Account Executive, and no matter how hard I pushed, I kept losing deals to eMoney – even when my product was cheaper. I couldn’t figure out why…until I saw firsthand the strength of eMoney’s brand and client loyalty.
After a few startup adventures, I knew where I really wanted to be. When I saw the role open, I started cold calling and emailing anyone I could at eMoney to get the interview. The rest is history – and I couldn’t be more excited to be part of the team that used to beat me.
One of the accomplishments I’m most proud of is helping onboard so many new sales team members over the years. Building real connections – inside jokes, shared wins, and professional growth – with so many high performers across the team gives me a deep sense of fulfillment in my career.
Want to share your story? Click here to tell us what 25 years means to you.
Congrats, Shawn! We’re lucky to have you here at eMoney.