Kim is a former eMoney Senior Account Executive with over 15 years of FinTech Experience. During her tenure at eMoney, she was charged with deploying the Wealth Management Platform into Enterprise accounts, which entailed; client onboarding, Advisor training and utilization support. She has taken that experience, along with her passion to help others, and formed Optimized Advisors, LLC. Kim remains current with the latest eMoney releases. In 2017, she completed eMoney's 3-day live training sessions.
Jen has over 15 years of managerial experience through her work with Parx Casino and Racetrack, where she oversaw the daily operations of an off-track wagering facility. In this capacity, Jen supervised budgeting, revenue forecasting and purchase monitoring as well as managed all employee relations issues, from payroll concerns to disciplinary actions. Jen is also a Site Liaison and local Head Coach for Girls On the Run, a program that coaches running and self-empowerment for girls in grades 3-5. In April of 2018, she completed eMoney's live training sessions.
Prior to joining Optimized Advisors, Jill was a Customer Service Representative for a Farmers Insurance Agency. Her responsibilities included onboarding customers to the Farmers.com website, uploading customers' policy documents to the agency dashboard as well as handling the day-to-day updating of the agencies book of business in the Farmers agent portal. Additionally, she led the agency's social media marketing outreach. Jill sits on the Board of the Valley Forge Chapter of National Charity League and for the past two years has served as the Chapter’s VP of Communications. In June of 2018, she completed eMoney's live training sessions.