PLYMOUTH MEETING, PA—April 12, 2021—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the addition of two new members to its business development team.
Brittany von Czoernig and Jim Finegan, both joining WealthHub from eMoney Advisor, bring considerable industry and market expertise to further enable WealthHub’s continued growth into the trust and family office spaces.
At eMoney Advisor, Brittany spent seven years focused on the full customer journey from technology evaluation to implementation for customers ranging from small independent offices to large brokers. In that role, she helped numerous trust companies and family offices achieve their goals of saving time and increasing client and family satisfaction.
“WealthHub is one of the most exciting tools I have seen in fintech in recent years,” said von Coernig. “Organizations are looking to simplify their day while maximizing their organization and oversite of their clients and family members. I look forward to helping bring WealthHub to organizations to drive exactly toward those important goals.”
Prior to joining WealthHub, Jim spent nine years at eMoney Advisor working in business development roles, most recently, leading a high growth team of inside sales professionals.
“I am incredibly optimistic about WealthHub’s position in the market” said Finegan. “My career has centered around helping trusted advisors deepen and expand their relationships with clients. In the trust and family office space, where client expectations are higher and firms are grappling with our ‘new normal’ due to the pandemic, I see WealthHub being in a unique position to help teams execute on all fronts. I am excited for the opportunity to get that message out there and to work with such a seasoned team to support our clients.”
Jim and Brittany will oversee new business development initiatives supporting ongoing solutions for trust companies and family offices.
“2021 represents a key opportunity for WealthHub to extend our strong recent growth to the market,” said WealthHub President, Jim Marks. “We are pleased to welcome Brittany and Jim to our team and will certainly benefit from their considerable experience and insight as we enter this new chapter.”
