To me, it represents the incredible evolution of eMoney – both in its maturity as an organization and its growing presence in the marketplace. Over my three years here, I’ve seen exciting product development and innovation, and I’m confident the platform will continue to expand in functionality and reach, offering solutions for planners at every level and further strengthening our market position.
The collaborative culture, without a doubt. Across the board, teams are genuinely committed to supporting one another. I’ve seen how cross-departmental collaboration leads to faster solutions and smarter operations – it’s a big part of what makes eMoney such a great place to work.
I see continued growth in both the depth and breadth of our software. We’re well positioned to deliver even greater functionality and flexibility at every price point, which will help expand our footprint and meet the needs of an even wider range of financial professionals.
Before joining eMoney, I worked as Counsel for a business management and strategy consulting firm. I began my eMoney journey as Associate Counsel during a time when Legal, Compliance, and Privacy were merged under one team. As the department evolved, I took on new challenges – including expanding my expertise in privacy law, which led to earning certifications as both a Certified Information Privacy Professional (CIPP) and a Certified Information Privacy Manager (CIPM). With fewer attorneys on the team, I also began partnering more closely with Sales to ensure contracts were executed accurately and efficiently – helping streamline client onboarding and support the business.
I’m proud of the Legal team’s efforts to raise awareness around contract renewal terms and pricing updates. Thanks to that initiative, we’ve seen real progress in how and when price increase notifications are delivered – leading to smoother experiences for both our teams and our clients.
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