eMoney’s Sales and Support Take Home Several Stevies

A big congratulations to all the eMoney’s team members who took home a Stevie Award this past weekend!

Founded nine years ago, The Stevie Awards  draw from thousands of candidates across 60 countries to recognize excellence in sales and customer service. Award winners are selected after a thorough evaluation process by a panel of 115 judges.

Winning a Stevie is a tremendous honor as it highlights all the hard work our Engagement team puts in everyday to provide our advisors with the support and training they need. From our online and live trainers to our dedicated call center staff operating on both coasts, they maintain an unwavering dedication to helping our advisors and their clients achieve success.


With an impressive mix of gold, silver and bronze trophies, individual awards broke out as follows:

Front-Line Customer Service Professional of the Year— Financial Services:

Gold: Jennifer Collins, Success Coach and Joseph Pearson, Client Support Specialist

Young Customer Service Professional of the Year— Financial Services:

Silver: Ashley Valle, Success Coach

Gold: Jennifer Collins, Success Coach

Contact Center Professional of the Year:

Silver: Ashley Valle, Success Coach

Sales Operations Professional of the Year:

Bronze: Sean Halloran, VP Sales Operations

eMoney also took home a few department-wide awards including two Bronze Stevies, one for the Customer Service Department of the Year and the other for Front-line Customer Service Team of the Year, as well as a  Silver Stevie for the Contact Center of the Year. We were also awarded a Grand Stevie, an honor given to only ten organizations that submit the best collection of entries.

These awards are just a small thank you for all the great work done by our support staff here at eMoney. We’re proud to have such an awesome team that strives everyday to provide our clients with the industry’s best training and support.

Jacob Leise

Written By

Jacob is a Product Marketing Manager at eMoney Advisor.