Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...
Ellen Pesek
Senior Client Service Manager
FPQP™
Ellen Pesek joined Moneta in 2008 as a Client Service Manager. She was promoted to senior client service manager in 2016. Her previous experience included four years as a client relations/research assistant at another Registered Investment Advisory Firm and a combined 16 years with U.S. Bank in roles as Sales and Service Manager, Personal Banker, and Teller.
About her work at Moneta, Ellen says, “I love that each day is different. While there may be routine tasks to be completed on a daily basis, there are so many other opportunities that are not as routine. It’s a challenging environment, and the variety keeps me interested and excited about working with our team and our clients each and every day.”
Ellen earned her Financial Paraplanner Qualified Professional™ (FPQP) designation in 2017.
Outside of work, Ellen enjoys spending time with her family, doing yoga, reading, and going on trips to the beach.
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