Budge

Budge empowers HR Departments to help employees manage debt and savings goals by streamlining contributions, directly from their paycheck.

Director of Coaching and Support

Judgment Free Finance

I am a financial technology and start-up veteran that has a passion for personal finance. I've been helping clients succeed with their personal finances for over three years and it has been the most rewarding work of my career. 

My goal when working with clients is to destigmatize personal finance while motivating individuals to accomplish their financial dreams. Through a judgment-free goals-based approach,  I have created several offerings tailored to the needs of my clients whether it be 1-1 coaching, yearly financial plans, one-time goal-setting sessions, or travel hacking a dream vacation. Personal finance is truly personal so a one size fits all approach simply won't cut it for your needs. 

After working with me, you can expect to take ownership of your finances, have confidence in managing a budget, and understand the psychology behind your money decisions. We will celebrate together when you achieve a goal and I will kindly hold you accountable and walk with you to get your finances back on track judgment free if needed. 

I can't wait to speak with you and help you accomplish your financial dreams!

Money Coach

Uqual

Member Coaching 

Better.com

Processing Expert and Sales Manager

Happy Money

Happy Money is the only financial company that combines psychology and money to help people live happier lives.
We believe in long-term relationships with people, meeting them at every stage of their financial life, and maximizing their happiness along the way. What other financial products keep missing are the people. While they're focused solely on the numbers, we're focused on the intersection between a person's psychology and how they make financial decisions.

Previous titles: Team Lead, Senior Verification Specialist, Verification Specialist)

Responsibilities include:
• Manage day-to-day operations for a team of 17 loan verification specialists, serving as the primary contact for underwriting, training, and procedures.
• Evaluate financial health and creditworthiness through tax returns, income documentation, bank statements and credit reports.
• Counsel loan applicants on credit health, cashflow, goal-setting and debt repayment
• Verify applicant identities throughSalesforce CRM systems and Transunion, Telesign and Experian products.
• Monitor and report daily funding metrics to company leadership and stakeholders
• Partner with Fraud Analysts to avert identity theft and maintain industry-low default rates.
• Assist in interviewing, hiring, and training of new verification specialists.
• Perform outstanding and timely member support by phone and email.

Manager (Consumer Lending)

Robert Half Technology

• Sourced and interviewed consultants for placement in finance and Fortune 500 tech companies. 
• Improved recruiting and consultant retention to provide a mutually successful business relationship.

Technical Recruiter

JY Textiles/International Sourcing Company

• Sourced product offerings and negotiated with manufacturers for clients in United Kingdom, Asia and Australia. 
• Traveled to production sites to perform quality control checks on bedding/textile products prior to international distribution.

Product Development and Global Sourcing Intern

Genoptix

• Prepared reports analyzing biopharma industry revenue and Genoptix segment growth opportunities and presented to C-level executives.

Business Development Intern

The Grand Del Mar

• Provided outstanding, personalized guest service while upholding Forbes Travel Guide Five Star and AAA Five Diamond standards.

Spa Concierge

Experienced Fintech leader with a demonstrated history of working in the financial services industry. Certified Financial Trainer® via Financial Gym. Received recognition for providing an exceptional customer experience, team development, recruiting, management, and financial literacy.

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John O’Connell

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