Emma Brady work email
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Emma Brady personal email
I desire to help others reach their financial goals and maintain a higher quality of living through financial discipline. Check out my financial coaching page on Instagram @fresh.finances
Fresh Finances
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Financial EducatorFresh Finances Aug 2020 - PresentOwn and operate a financial education practice geared towards lower income individuals. @fresh.finances
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Associate Wealth AdvisorSquire Wealth Advisors Jul 2021 - Sep 2023- Assisted individuals, families, and business owners in optimizing personal finances and retirement planning- Developed effective debt payoff plans and helped managed 401(k) programs for businesses- Emphasized tax minimization in all financial advising activities - Utilized passive investment strategies to enhance clients' portfolios- Excelled in creating tailored financial strategies aligned with clients' unique goals- Built long-term relationships based on trust and understanding- Assisted CCO with SEC compliance- Series 65 -
ParaprofessionalSquire & Company, Pc Nov 2019 - Apr 2022Orem, Ut -
Accounting Assistant, Wsc Financial OfficeBrigham Young University Mar 2019 - Nov 2019Provo, Utah▪ Discovered theft of and helped recover nearly $6,000 of cash via data analysis▪ Conducted daily deposits and monthly safety inspections for 12 dining locations and 8 other campus stores▪ Presented and implemented 3 preventative controls -
CashierBrigham Young University Aug 2018 - Apr 2019Provo, Utah Area▪ Promoted customer-oriented charity initiatives ▪ Facilitated large inventory and monetary transactions with 60+ customers per day
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Financial And Marketing Analysis InternFocus On The House Jan 2019 - Apr 2019Provo, Utah▪ Generated a 10-point action plan to quicken a Chicago start-up's turnaround▪ Organized and simplified financial operations for company executives to enhance company efficiency▪ Conducted and compiled marketing research to create 3 separate marketing initiatives
Emma Brady Skills
Emma Brady Education Details
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School Of Accountancy, Macc April 2022
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Accounting
Frequently Asked Questions about Emma Brady
What company does Emma Brady work for?
Emma Brady works for Fresh Finances
What is Emma Brady's role at the current company?
Emma Brady's current role is Masters of Accounting | Financial Advisor.
What is Emma Brady's email address?
Emma Brady's email address is em****@****ire.com
What schools did Emma Brady attend?
Emma Brady attended Brigham Young University, Brigham Young University.
What skills is Emma Brady known for?
Emma Brady has skills like Microsoft Office, Collaborative Problem Solving, Communication, Time Management, Individual Initiative.
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Emma Brady
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Emma Brady
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