Nicole Prestileo
Huntingdon Valley
Summary
With 26+ years of experience in the financial services industry, I specialize in thought leadership, strategic relationship building, and driving business growth. My demonstrated career progression is rooted in a deep passion for continuous learning, implementing best practices, and finding innovative ways to foster strong, meaningful connections. I combine strategic thinking with hands-on execution and lead with empathy, authenticity, and a genuine desire to help others succeed.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Advisory Relationship Manager
eMoney Advisor
03.2023 - 04.2025
- Led strategic platform adoption and relationship growth for eMoney's largest institutional clients.
- Managed a $15M book of business encompassing over 15,000 financial advisors, 24 million client households, and $1.2 trillion in AUM.
- Partner and engage with clients to understand their business strategy, goals for using eMoney’s product suite, and how they measure success on our platform, with the use of Business Intelligence Metrics.
- Served as a key stakeholder and subject matter expert in internal, enterprise-wide initiatives, and cross-functional strategy development.
Enterprise Client Engagement, Retention, Adoption Strategist
eMoney Advisor
01.2020 - 02.2023
- Led strategic initiatives focused on platform engagement, retention, and measurable client success across eMoney’s top-tier enterprise accounts.
- Designed and executed targeted adoption and retention strategies across high-revenue enterprise clients, including national broker-dealers, registered investment advisors (RIAs), and insurance firms.
- Used data-driven insights to assess adoption trends, identify risk indicators, and proactively recommend interventions to strengthen platform stickiness, and long-term value.
- Partnered cross-functionally with Product, Client Support, Training, and Success teams to influence roadmap priorities, and optimize client onboarding, education, and support frameworks.
Senior Enterprise Relationship Manager
eMoney Advisor
Radnor
01.2018 - 01.2020
- Served as the internal hub connecting client needs with cross-functional teams to deliver cohesive, high-impact solutions across eMoney’s top enterprise accounts.
- Worked closely with Product, Engineering, Compliance, and Client Services to ensure platform delivery met evolving enterprise requirements, and regulatory expectations.
- Facilitated the orchestration of enterprise onboarding, training programs, data integrations, and service escalations across departments.
- Supported relationship health through strategic coordination—aligning internal priorities to external business objectives, and navigating resource dependencies across the organization.
- Conduct reviews to evaluate clients' demands; determine the type of services/products and prices/fees.
Account Manager/Senior Executive
eMoney Advisor
12.2013 - 01.2018
- Acted as a dedicated point of contact for a diverse portfolio of advisor firms, delivering responsive support while identifying opportunities to deepen engagement and expand accounts toward enterprise-level partnerships.
- Responded to a wide range of day-to-day inquiries, balancing technical guidance with strategic conversations to enhance client satisfaction and retention.
Senior Training Manager
eMoney Advisor
02.2011 - 11.2013
- Traveled nationwide to conduct in-person workshops, onboarding sessions, and strategic training engagements, often serving as the face of the platform for key accounts.
- Created scalable, modular training materials—including decks, user guides, live demos, and recorded webinars—to support ongoing client learning and internal enablement.
Client Services Associate / Account Executive
eMoney Advisor
10.2007 - 01.2011
- Served as a frontline support resource, delivering timely and effective assistance to financial professionals using the eMoney platform.
- Documented and escalated complex technical issues to appropriate teams, ensuring prompt resolution and follow-through.
Branch Supervisor/Loan Specialist
TD
04.1999 - 09.2007
- Financial services provider for business and personal banking, wealth management and estate planning investments.
Education
Bachelor of Science - Finance
Rutgers University
Camden, NJ01-2012
Skills
- Client relationship management
- Business intelligence
- Data analysis
- Strategic planning
- Cross-functional collaboration
- Process Improvement
- Strategic Program Development
Certification
- Certified Associate in Project Management, Project Management Training Institute
Affiliations
- Managed all PTA communications and maintained the website, ensuring user-friendly design and timely content updates to keep the community informed. Assisted in planning and executing school events to foster parent and community engagement.
References
References available upon request.
Timeline
Advisory Relationship Manager
eMoney Advisor
03.2023 - 04.2025
Enterprise Client Engagement, Retention, Adoption Strategist
eMoney Advisor
01.2020 - 02.2023
Senior Enterprise Relationship Manager
eMoney Advisor
01.2018 - 01.2020
Account Manager/Senior Executive
eMoney Advisor
12.2013 - 01.2018
Senior Training Manager
eMoney Advisor
02.2011 - 11.2013
Client Services Associate / Account Executive
eMoney Advisor
10.2007 - 01.2011
Branch Supervisor/Loan Specialist
TD
04.1999 - 09.2007
Bachelor of Science - Finance
Rutgers University
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