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James Giuliani

Finance Executive

James Giuliani is a seasoned financial executive currently serving as the Chief Financial Officer (CFO) at Future Family, a role he has held since June 2022. Prior to this, he was the Chief Accounting Officer (CAO) at SoFi from June 2019 to June 2022, where he played a significant role in the company's financial operations and growth strategies.135

Professional Background

Giuliani began his career in finance in 2005 as an Assurance Manager at Ernst & Young. He then advanced to several key positions, including:

  • Senior Manager of Financial Reporting at Home Loan Servicing Solutions, Ltd. (2012-2014)
  • Corporate Controller and later Chief Accounting Officer at GreenSky (2014-2019) before moving to SoFi.123

In addition to his corporate roles, he serves as a Board Member at Fundingverse.com since April 2022.24

Education and Certifications

Giuliani holds a Bachelor of Business Administration (BBA) in Accounting from Emory University - Goizueta Business School and a Master of Business Administration (MBA) in Strategic Management from The University of Chicago Booth School of Business. He is also a CFA Charterholder, a Certified Financial Planner (CFP®), and a Certified Public Accountant (CPA).123

Personal Life

He resides in Dallas, Texas, with his wife and two children.3

Related Questions

What were James Giuliani's key achievements at SoFi?
How did James Giuliani contribute to SoFi's growth?
What is James Giuliani's role at Future Family?
What are James Giuliani's main responsibilities as CFO at Future Family?
How did James Giuliani's experience at GreenSky prepare him for his role at SoFi?
James Giuliani
James Giuliani, photo 1
James Giuliani, photo 2
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Location

Dallas, Texas, United States