Dedicated financial professionals with decades of combined experience in investment strategies, wealth management, and business growth solutions.
At MoneyChoice, we believe every financial decision matters. Our mission is to empower businesses and individuals with strategic financial solutions that drive sustainable growth and wealth creation. Since 2016, we've been helping clients navigate complex financial landscapes with confidence and clarity.
Data-driven approaches that deliver measurable results
Building lasting relationships through transparency
Cutting-edge solutions for modern challenges
A hierarchical organization designed for optimal decision-making and client service delivery
Chief Financial Officer
Chief Investment Officer
Chief Operations Officer
Head of Wealth Management
Head of Business Development
Head of Risk Management
Head of Tax Strategy
Senior Investment Analyst
Client Relations Manager
Due Diligence Specialist
Debt Collection Manager
Customer Acquisition Specialist
Operations Coordinator
Get to know the experts behind our success
Chief Executive Officer
Visionary leader with 20+ years in financial services. Former VP at Goldman Sachs, specializing in strategic planning and business transformation. Passionate about empowering businesses through innovative financial solutions.
Chief Financial Officer
Financial strategist with 18 years of experience in corporate finance and investment management. Expert in financial modeling and risk assessment.
Chief Investment Officer
Investment strategist with 15 years managing multi-billion dollar portfolios. Former portfolio manager at BlackRock and Vanguard.
Chief Operations Officer
Operations expert with 16 years optimizing business processes and scaling operations. Former McKinsey consultant specializing in operational excellence.
Head of Wealth Management
Wealth management specialist with 14 years helping high-net-worth individuals and families achieve their financial goals through comprehensive planning.
Head of Business Development
Business development strategist with 12 years building strategic partnerships and expanding market presence. Expert in B2B sales and relationship management.
Head of Risk Management
Risk management expert with 13 years developing comprehensive risk frameworks and compliance strategies for financial institutions.
Head of Tax Strategy
Tax strategist with 11 years optimizing tax positions for businesses and individuals. Expert in tax law and strategic tax planning.
Head of Healthcare Billing
Healthcare billing expert with 10 years of experience in medical revenue cycle management. Specializes in optimizing billing processes and maximizing reimbursements for healthcare providers.
Head of Mobile Development
Mobile development leader with 8 years of experience in iOS and Android app development. Expert in creating innovative mobile solutions and leading development teams to deliver high-quality applications.
Head of Marketing
Marketing strategist with 12 years of experience in digital marketing, brand development, and growth strategies. Expert in creating comprehensive marketing campaigns that drive business growth and brand awareness.
Senior Investment Analyst
Investment analyst with 9 years conducting deep-dive research and analysis across multiple asset classes and market sectors.
Client Relations Manager
Client relations specialist with 8 years ensuring exceptional client experiences and maintaining long-term relationships with high-value clients.
Due Diligence Specialist
Due diligence expert with 7 years conducting comprehensive financial and operational assessments for investment opportunities and M&A transactions.
Debt Collection Manager
Collections specialist with 6 years optimizing debt recovery processes and implementing effective collection strategies while maintaining compliance.
Customer Acquisition Specialist
Digital marketing expert with 5 years developing and executing customer acquisition strategies across multiple channels and platforms.
Operations Coordinator
Operations coordinator with 4 years streamlining business processes and coordinating cross-functional teams to ensure smooth operations.
Join hundreds of satisfied clients who have achieved their financial goals with MoneyChoice's expert guidance.