Briefly describe your role at eMoney. As manager of the Advisor Sales Team, I work with our Named and Regionally aligned Inside Sales Managers to meet (& exceed!) monthly sales Targets.
How do you take your coffee? Black.
Any hidden talents? I can recite 185 digits of PI.
What’s your favorite quote? Think you can, think you can’t, either way you’re right.
What’s your favorite emoji? Good ole smiley.
Favorite meal? Anything Italian. Probably penne a la vodka with meatballs.
What’s your favorite place to travel? Anywhere in California is amazing for the winter and New England (Newport, Portsmouth), in the summer or fall.
Dogs or cats? Dogs
What was the best piece advice you ever received? When emotion is high, logic is low.
What does a day off look like for you? Exploring a new city
Last show you binged or movie you watched? Ozark
Favorite book or podcast? The Secret – it changed my life from a mindset perspective.
What were you doing in the year 2000, the year eMoney was founded? Going to 5th grade class 😊
What is one thing from the year 2000/early 2000s you’re ashamed to admit you love?
Myspace
Describe eMoney in three words. Inclusive, Awesome, Fun
What is your favorite thing about eMoney? The people!
What is your favorite project that you’ve worked on while with eMoney? Gong coaching.
What’s your best memory at eMoney? Meeting my team!
If you could switch your job with anyone else within eMoney, whose job would you want and why? One of our CFP’s. I have a passion for the FP field and find their business intriguing.
Have you bought anything on the eMpower shop with your points or are you saving for a big purchase? Yes! An Amazon GC which I used for a cocktail shaker. 😊
Have you taken advantage of eMoney’s Education Assistance Program? If so, what did you use it for? No, but I plan to this year to finish up my Certificate of Financial Planning Coursework with BU online.
Have you attended a learning and development training with PX via DIG, our learning management system? If yes, which one, and what was your biggest takeaway? Yes, The Art of Behavioral Interviewing. The STAR method.
