eMoney Advisor announces expanded business development organization

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.
  • Jeff Schwantz joins to head Enterprise Sales
  • Shannon Porro joins to lead Strategic Partnerships
       
Pictured above, from left to right: Jeff Schwantz, Shannon Porro and Stephen Langlois. 

RADNOR, Pa – November 6, 2017 – eMoney Advisor (eMoney) announced today the hiring of Jeffrey Schwantz as SVP, head of enterprise sales and Shannon Porro as VP, strategic partnerships. These two new roles report to eMoney’s head of business development, Stephen Langlois, who joined the company in May.  The additions reflect eMoney’s commitment to expanding its presence with larger financial institutions and to better support its customers’ needs as the company evolves its planning-led wealth management platform to enable enhanced growth, profitability and risk management of its diverse customer base. Approximately 60 percent of eMoney’s nearly 50,000 users are affiliated with individual advisors while the remaining 40 percent are affiliated with firms, larger financial institutions and enterprises.

Schwantz joins eMoney from Morningstar where he was Head of Client Solutions focused on the advisor, asset management and wealth management segments. His prior experience includes leadership roles at Pershing LLC and Allstate Financial. Porro joins eMoney from Fidelity Custody and Clearing Solutions, where she was VP, Practice Management and Consulting with an emphasis on technology solutions. Her previous experience includes leadership roles at Advent Software.

“We are incredibly excited that Jeff and Shannon have joined the eMoney team. Their vision, leadership and experience align with eMoney’s commitment to helping advisors and firms strengthen their competitive advantage through innovative, scalable technology solutions. Jeff and Shannon will play critical roles in refining and executing our strategy as we organize resources in a way that matches the evolving needs of and opportunities with prospects, clients and strategic partners,” said Langlois.

Schwantz and Porro report directly to Langlois, along with Drew DiMarino, SVP, firm and advisor sales, and Michael Morsell, VP, relationship management. Collectively, these four experienced professionals lead teams who provide a consultative approach to both clients and prospects seeking to transform their businesses through a planning-led approach to financial advice, streamlined business operations and collaborative client relationships.

The expanded business development organization also complements eMoney’s enterprise strategy, which was announced earlier this year to better accommodate firms and enterprises through an enhanced suite of products, features, user roles, pricing and packaging options. Newly launched products and features equipped with firm and enterprise functionality include Advisor Branded Marketing, Digital Advice, Advanced Analytics and Advisor Assurance.

“We are refining the way we go to market to maximize opportunities that enable financial advisors, firms and institutions to deliver planning-led advice to their clients effectively, efficiently and profitably.  eMoney’s Business Development team of more than 40 talented professionals is committed to driving growth in innovative ways that position our clients for success,” said Langlois.

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About eMoney:
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 45,000 financial professionals and 2 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com

Grayce Turnbach

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