Financial Educator
CurrentOwn and operate a financial education practice geared towards lower income individuals. @fresh.finances
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@squire.com
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Emma Brady is listed as Financial Educator at Fresh Finances, based in Orem, Utah, United States. AeroLeads shows a work email signal at squire.com and a matched LinkedIn profile for Emma Brady.
Emma Brady previously worked as Associate Wealth Advisor at Squire Wealth Advisors and Paraprofessional at Squire & Company, Pc. Emma Brady holds Marriott School Of Business, School Of Accountancy, Macc April 2022 from Brigham Young University.
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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
Listed skills include Microsoft Office, Collaborative Problem Solving, Communication, Time Management, and 1 others.
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Own and operate a financial education practice geared towards lower income individuals. @fresh.finances
- 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
Provo, 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
Provo, Utah Area
▪ Promoted customer-oriented charity initiatives ▪ Facilitated large inventory and monetary transactions with 60+ customers per day
Provo, 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
Activities and Societies: Women in the School of Accountancy, Women in Business, German Club
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Emma Brady works for Fresh Finances.
Emma Brady is listed as Financial Educator at Fresh Finances.
AeroLeads has found 1 work email signal at @squire.com for Emma Brady at Fresh Finances.
Emma Brady is based in Orem, Utah, United States while working with Fresh Finances.
Emma Brady has worked for Fresh Finances, Squire Wealth Advisors, Squire & Company, Pc, Brigham Young University, and Focus On The House.
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Emma Brady holds Marriott School Of Business, School Of Accountancy, Macc April 2022 from Brigham Young University.
Emma Brady is listed with skills including Microsoft Office, Collaborative Problem Solving, Communication, Time Management, and Individual Initiative.
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