Money Management Institute
Samantha Greenstein is a seasoned finance professional with extensive experience in member engagement and operations management. Currently serving as Senior Vice President and Director of Member Engagement at the Money Management Institute since June 2016, Samantha oversees financial reporting and strategic initiatives to support business growth. Previous roles include First Vice President and Chief Administrative Officer at the same organization, as well as operational and administrative positions at Uber, where Samantha facilitated partner onboarding and education. Early career experiences encompass accounts receivable roles at CA Technologies and bookkeeping at William Camera Accounting. Samantha holds a degree in Finance from Tulane University and studied at Copenhagen Business School.
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Money Management Institute
Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Driven by our promise of increasing connections, knowledge, and growth for our members, MMI is dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of MMI’s longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas. For more information, visit www.MMInst.org.