Hire the best eMoney Advisor emX specialists
Check out eMoney Advisor emX specialists with the skills you need for your next job.
- $110 hourly
- 5.0/5
- (28 jobs)
My eMoney expertise comes from a wealth of experience adding value to high-net-worth oriented RIA practices through efficient, high-quality financial plan modeling. Top-performing financial planning practices have hired me to develop and manage their eMoney programs, conduct financial modeling, train staff on implementation, and work closely with their principal advisers to develop prudent analysis and recommendations for their clients. I focus on working diligently to equip you to better help your clients make more informed and well-founded financial decisions that are critical at every stage of their life. As an experienced CERTIFIED FINANCIAL PLANNER(tm) professional, I understand the complexities of personal (and behavioral) finance, and my industry experience makes me uniquely qualified to provide a compliant service to your financial planning practice. I look forward to providing support to you and your team!
eMoney Advisor emX
Financial PlanningFinancial AnalysisInsurance Policy AnalysisCertified Financial PlannerFinancial WritingRegulatory ComplianceFinancial ModelingData EntryCompliance - $90 hourly
- 5.0/5
- (63 jobs)
As a seasoned Smartsheet Data Analysis Specialist, I am dedicated to helping businesses leverage the power of data to make informed decisions and drive growth. With extensive experience in working with Smartsheet, I possess the expertise to unlock the full potential of this powerful platform and deliver actionable insights. In today's data-driven world, it is crucial for businesses to efficiently collect, analyze, and visualize their data to stay ahead of the competition. That's where I come in. With my strong background in data analysis and proficiency in Smartsheet, I can assist you in streamlining your workflows, improving collaboration, and optimizing your business processes. My expertise spans a wide range of Smartsheet functionalities, including advanced formulas, data validation, conditional formatting, automated workflows, and integration with other popular tools. I am well-versed in creating custom templates, optimizing data structures, and implementing best practices to ensure data integrity and accuracy. About Me: ● Possess a unique combination of financial planning, data analysis, and data visualization work experience ● Successfully collaborated with diverse clients across various industries, including marketing, finance, project management, and operations. If you are seeking a Smartsheet Data Analysis Specialist who can transform your data into actionable insights and drive organizational success, look no further. I am ready to leverage my skills and experience to empower your business with data-driven decision-making. Let's embark on a fruitful collaboration and unlock the true potential of Smartsheet together. Contact me today to discuss your project requirements and take the first step towards data-driven excellence!
eMoney Advisor emX
Microsoft ExcelTableauData AnalysisMicrosoft Dynamics 365SmartsheetSalesforceData VisualizationIntuit QuickBooks - $100 hourly
- 5.0/5
- (171 jobs)
100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 5+ years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.
eMoney Advisor emX
Investment ResearchCopy EditingNetwork PlanningFinance & AccountingWritingBlog WritingFinancial Writing - $120 hourly
- 4.6/5
- (917 jobs)
*Top 1% Expert-Vetted by Upwork* Fundraising Expert | $20 Million Raised Helping businesses secure funding and thrive. Are you seeking funding or growth opportunities for your business? You have come to the right place. Why Choose Me? • Top 1% Expert-Vetted by Upwork • $20 million raised for various projects, including grants • Specialized in fundraising consulting, marketing, and Web 3.0 services Notable Successes: • Yumerium Token Sale: Secured an impressive $3 million • Omnitude: Achieved a sold-out pre-sale • Gather Online: Raised over £538,000 (initial goal £245,000) • HandyCase: Successfully raised more than $305,000 (initial goal $100,000) Qualifications: • Certified in Financial Markets by Yale University • Inbound certified by HubSpot • Executive MBA in Marketing • Bachelor of Science in Statistics • University of Cambridge: Certificate of Proficiency in English (CPE) What I Offer: • Fundraising consulting • Crowdfunding services (Kickstarter, Indiegogo, GoFundMe, Equity, etc.) • Grant proposal writing and expertise • White papers and pitch deck creation • Business plans and market research • Content services: article writing, press releases, web content. Industry Engagement: Supporter of the: • Wall Street Blockchain Alliance • Crowdfunding Professional Association • Grant Professionals Association Experience: With a background in multinational companies like JWT, Johnson & Johnson, and ICAP Group, I bring a wealth of experience to your projects. Let’s unlock the potential of your business together. Contact me today.
eMoney Advisor emX
Crowdfunding ConsultationStartup ConsultingCrowdfunding CampaignWeb3Marketing ConsultingSocial Media Content CreationBusiness ConsultingBlockchainKickstarter MarketingFundraisingCrowdfundingFinTechMarketing Strategy - $13 hourly
- 4.5/5
- (176 jobs)
I’m a non-fiction writer who works at the intersection of storytelling and mental health. Most of my work centers on ADHD, autism. I specialize in mental health content, and neurodiversity-focused projects. Over the years, I’ve worked with therapists, coaches, neurodivergent advocates, and everyday people with extraordinary experiences. My writing style is warm, clear, and grounded in empathy. I understand how important it is to get the tone just right, especially dealing with sensitive topics like trauma, self-discovery, or mental health journeys. I’ve written self-help books, educational guides, behavior workbooks, blog articles, and full-length ebooks on everything from trauma recovery to everyday coping strategies. I bring structure to sensitive topics, simplify complex ideas, and help people tell the truth in a way that others can feel. I care about tone, accuracy, and making sure the final piece actually reflects the voice and values behind it. When I’m not writing, I’m probably watching true crime documentaries, reading, or starting new projects that challenge me to grow as a writer. I’m lucky to do what I love every day, and if you decide to work with me, your project will be in hands that truly care. Thanks for taking the time to read a little about me—I look forward to collaborating with you!
eMoney Advisor emX
Book Cover DesignMental HealthBiography & MemoirPersonal DevelopmentNutritionDieteticsPsychologyBook WritingHealth & FitnessSelf-HelpAutobiographyHealth & WellnessSports & FitnessEbook Writing Want to browse more freelancers?
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