Susan McKenna will step up her oversight of eMoney Advisor as CEO and shed the "interim" label that has been part of her title since stepping into the role earlier this year.
The financial planning software developer, part of Fidelity Investments, announced that McKenna's upgrade from interim to permanent CEO was effective this week. McKenna, who first joined the eMoney team in 2018, succeeds Ed O'Brien, who served as eMoney CEO for six years. In March,
"Her passion for our business, her many years of experience in the SaaS (software as a service) industry, her vision and great leadership qualities make her a perfect steward for eMoney as it continues to grow and evolve," Michael Wilens, president of enterprise services at Fidelity Investments, said in a statement. "I am excited to watch eMoney thrive under Susan's leadership."
McKenna joined eMoney as head of marketing and led the firm's client acquisition, engagement and retention efforts. In early 2020 her role was expanded to lead eMoney's combined marketing and business development teams.
During McKenna's tenure, eMoney has grown to serve 100,000 financial professionals and more than 5 million households.
"I am honored to lead eMoney in this next chapter," McKenna said in a statement. "We have experienced explosive growth in the last few years, and we continue to achieve our vision of financial peace of mind for all. I am excited to see what we will accomplish next in our journey and evolution."
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