RADNOR, PA — eMoney Advisor has named Fred Pattin as its new head of finance, adding a veteran financial executive with decades of experience scaling global technology and SaaS businesses to its leadership team. Pattin will report directly to CEO Susan McKenna.
In his new role, Pattin will oversee a broad portfolio of responsibilities, including financial planning and analysis, accounting, billing, strategy, legal, facilities management, and enterprise project management. His mandate is to maintain operational discipline while positioning eMoney for continued growth and scalability.
“We’re thrilled to welcome Fred to the eMoney team,” McKenna said. “His financial leadership and proven expertise in helping technology and SaaS companies grow and scale will be invaluable in allowing us to continue to build on our strong financial foundation. I look forward to the important contributions he will make as eMoney continues to grow, gain market share and serve more advisors.”
Pattin’s career spans senior finance roles at global companies such as Trimble, Hasbro, Time Warner Telecom, and First Data. He also served as CFO for several private equity–owned firms, where he specialized in guiding technology businesses through periods of accelerated growth. Early in his career, he worked at a Big Four accounting firm, giving him a foundation in financial auditing and compliance.
He holds a Bachelor of Science in Accounting from Bob Jones University and is a certified public accountant.
For eMoney, a leading provider of financial planning software for advisors, the appointment reinforces its focus on scaling operations and capturing more market share in a rapidly evolving wealth management technology sector.
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