eMoney Advisor Executive Team | Comparably
eMoney Advisor Claimed Company
eMoney Advisor based in Conshohocken, Pennsylvania provides a suite of award-winning, web-based wealth-planning tools that offer an read more
EMPLOYEE
PARTICIPANTS
26
TOTAL
RATINGS
303
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eMoney Advisor Executive Team

The eMoney Advisor Executive Team is rated a "D-" and led by CEO Edward O'Brien. eMoney Advisor employees rate their Executive Team in the Bottom 10% of similar size companies on Comparably with 501-1,000 Employees.
Caucasian employees and employees with Over 10 Years experience are more confident in their Executive Team, while the Product department there is room for improvement. Out of their 3 competitors, Perella Weinberg Partners, TRX, and Advisor Software, eMoney Advisor's score ranks in 1st place.

Last updated months ago.

Where This Score Ranks eMoney Advisor's Executive Team

  • BOTTOM
    10%

    In the Bottom 10% of 1459 Similar Sized Companies on Comparably

  • BOTTOM
    25%

    In the Bottom 25% of 47 Nearby Companies in Wilmington, DE

  • 1st

    1st place versus 3 competitors rated on Comparably

48
Apr
52
May
49
Jan
47
Sep
45
Mar
D-49 / 100
Jan

eMoney Advisor Key Executives

Name & Title
Bio
Edward O'Brien  CEO / President
Edward O'Brien
CEO / President
Edward O'Brien serves as the CEO / President of eMoney Advisor.
Nicholas DiLisi serves as the EVP, CTO of eMoney Advisor. Nicholas started at eMoney Advisor in August of 2000. Nicholas...
Allen Hansen
Senior Vice President Enterprise Account Management
Allen Hansen serves as the Senior Vice President Enterprise Account Management of eMoney Advisor. Allen started at...
Matthew Schulte
Senior Vice President--Financial Planning
Matthew Schulte serves as the Senior Vice President--Financial Planning of eMoney Advisor. Matthew started at eMoney...
Joseph DiNenno
Senior Vice President Head of Data Services
Joseph DiNenno serves as the Senior Vice President Head of Data Services of eMoney Advisor. Joseph started at eMoney...
Chad Porche
Senior Vice President, Head of Design
Chad Porche serves as the Senior Vice President, Head of Design of eMoney Advisor. Chad started at eMoney Advisor in...
Jeff Goldberg
VP Of Operations
Jeff Goldberg serves as the VP Of Operations of eMoney Advisor. Jeff started at eMoney Advisor in March of 2012. Jeff...
Michael Finnegan
VP of Production Operations
Michael Finnegan serves as the VP of Production Operations of eMoney Advisor. Michael started at eMoney Advisor in...
Jeff Schwantz
SVP, Head of Enterprise Sales
Jeff Schwantz serves as the SVP, Head of Enterprise Sales of eMoney Advisor. Jeff started at eMoney Advisor in November...
Mike Hemmert
Vice President of Sales, West
Mike Hemmert serves as the Vice President of Sales, West of eMoney Advisor. Mike started at eMoney Advisor in April of...
John LeBoeuf
VP Enterprise sales
John LeBoeuf serves as the VP Enterprise sales of eMoney Advisor.
James Chakey serves as the svp of eMoney Advisor.
Rachel Eccles
VP of Marketing
Rachel Eccles serves as the VP of Marketing of eMoney Advisor. Rachel started at eMoney Advisor in April of 2018. Rachel...
Jason N
Chief Security Officer
Jason N serves as the Chief Security Officer of eMoney Advisor. Jason started at eMoney Advisor in September of 2014....
Jason Reiser
Head of Legal & Risk | General Counsel
Jason Reiser serves as the Head of Legal & Risk | General Counsel of eMoney Advisor.
Alex Rivera
VP Call Center Support
Alex Rivera serves as the VP Call Center Support of eMoney Advisor.
PK Shiu
VP Architecture
PK Shiu serves as the VP Architecture of eMoney Advisor.
Jeremy Waxman
VP, Product Strategy
Jeremy Waxman serves as the VP, Product Strategy of eMoney Advisor.
Lisa Williams
VP Product Management
Lisa Williams serves as the VP Product Management of eMoney Advisor. Lisa started at eMoney Advisor in October of 2018....
Chuan Au
VP of Quality Assurance
Chuan Au serves as the VP of Quality Assurance of eMoney Advisor. Chuan started at eMoney Advisor in December of 2018....
Barrie Effron
VP, Business Analytics Systems and PMO
Barrie Effron serves as the VP, Business Analytics Systems and PMO of eMoney Advisor. Barrie started at eMoney Advisor...
Emily Jipson
VP, Product Management
Emily Jipson serves as the VP, Product Management of eMoney Advisor. Emily started at eMoney Advisor in February of...
Morgan Jones
Vice President
Morgan Jones serves as the Vice President of eMoney Advisor. Morgan started at eMoney Advisor in November of 2018....
John Love
Vice President - Corporate Real Estate & Facilities Management
John Love serves as the Vice President - Corporate Real Estate & Facilities Management of eMoney Advisor. John started...
Eric Kerble
Vice President, Financial Planning and Analysis
Eric Kerble serves as the Vice President, Financial Planning and Analysis of eMoney Advisor.
Matt Johnson
Vice President, General Manager
Matt Johnson serves as the Vice President, General Manager of eMoney Advisor.
Who Ranks eMoney Advisor's Executive Team the Highest?
Ethnicity - Caucasian 57/100
Experience - Over 10 Years 56/100
Gender - Male 54/100
Who Ranks eMoney Advisor's Executive Team the Lowest?
Department - Product 35/100

eMoney Advisor's Executive Team Trendline

  • eMoney Advisor46
  • Other Companies in Wilmington, DE
  • Similar Size on Comparably

eMoney Advisor Executive Team At a Glance

The Executive Team Score of 49/100 is calculated by combining aggregate responses to the questions of “How would you rate your executive team?” and “Do you approve of the job your executive team is doing at your company?”

The last rating scoring eMoney Advisor's executive team was provided months ago and has remained stable at 49 over the last 90 days.

How eMoney Advisor's Executive Team Score is Calculated

FILTER RATINGS BY

Results from 16 Employees in All Departments, All Genders, All Ethnicities and All Yrs. Experience Experience

49
out of 100
How would you rate your executive team?
AnswerPercent
Yes0%
No100%
Do you approve of the job your executive team is doing at your company?

eMoney Advisor's Executive Team Rank Against Similar Sized Companies on Comparably

BOTTOM
10%

eMoney Advisor ranks in the Bottom 10% of other companies on Comparably with 501-1,000 Employees for Executive Team Score.

  1. Advent Software
    49 / 100
  2. Williams Lea
    49 / 100
  3. Lawrence Berkeley National Laboratory
    49 / 100
  4. eMoney Advisor
    49 / 100
  5. CNB Bank
    49 / 100
  6. Puget Sound Energy
    49 / 100
  7. CNBC
    49 / 100

eMoney Advisor's Executive Team Rank Against Other Companies Nearby

BOTTOM
25%

eMoney Advisor ranks in the Bottom 25% of other companies in Wilmington, DE for Executive Team Score.

  1. Triumph Group
    51 / 100
  2. EPAM Systems
    50 / 100
  3. eMoney Advisor
    49 / 100
  4. Five Below
    48 / 100
  5. Unisys
    44 / 100
  6. Devereux
    44 / 100

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