James Giuliani

James Giuliani started their work experience in 2005 as an Assurance Manager at Ernst & Young. James then moved on to become the Senior Manager of Financial Reporting at Home Loan Servicing Solutions, Ltd. in 2012. In 2014, they joined GreenSky® as the Corporate Controller, and later became the Chief Accounting Officer until 2019. From 2019 to 2022, they worked at SoFi as the Chief Accounting Officer (CAO). Currently, they are the Chief Financial Officer at Future Family since 2022. In addition, they also serve as a Board Member at Fundingverse.com starting from 2022.

James Giuliani holds a Master of Business Administration (MBA) in Strategic Management from The University of Chicago Booth School of Business. James also has a Bachelor of Business Administration (BBA) in Accounting from Emory University - Goizueta Business School. In addition, they hold certifications as a CFA Charterholder from the CFA Institute, a CFP® Certificant from the CFP Board, and a CPA.