Devon Embery, Crpc® Email & Phone Number
@morganstanley.com
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Who is Devon Embery, Crpc®? Overview
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Devon Embery, Crpc® is listed as Financial Advisor at RBC Wealth Management at RBC Wealth Management, a with 6359 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Devon Embery, Crpc®.
Devon Embery, Crpc® previously worked as Financial Advisor at Rbc Wealth Management and Financial Advisor at Morgan Stanley Wealth Management. Devon Embery, Crpc® holds Bachelor Of Science, Math/Computer Science from University Of Illinois.
Email format at RBC Wealth Management
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AeroLeads found 1 current-domain work email signal for Devon Embery, Crpc®. Compare company email patterns before reaching out.
About Devon Embery, Crpc®
As a wealth management professional with 15 years of prior experience in data analytics consulting, I offer a diverse set of skills, knowledge and experience for the financially successful individuals, families and business leaders I proudly serve.I enjoy helping clients navigate the complexities associated with managing their wealth through a first-class concierge experience. I apply the advanced problem-solving and relationship skills I acquired in consulting to the world of finance, leveraging my insights to help clients achieve optimal financial outcomes. My areas of focus include retirement planning, operational efficiency and helping clients optimize RBC Wealth Management's state-of-the-art technology platforms.At The LTD Group at RBC Wealth Management, we believe professional success is measured in terms of client well-being and goal achievement. Together with my husband and our team, we receive great satisfaction knowing we are making a significant impact on the quality of our clients’ lives, and often, we become one of the most important relationships to their families for generations. We are a highly skilled team with a shared philosophy on wealth management and client service. We believe the diversity of our backgrounds enables us to deliver fresh ideas for today’s complex world, while creating a better overall client experience. We deliver a true team experience, leveraging each advisor’s strengths, knowledge and wisdom.Away from the office, I bring the same level of energy to my family and community. My eye for detail began at the age of four when I began ballet. I later spent four years on the University of Illinois Illinettes Dance Team and even taught dance after graduating. I have a passion for travel and learning the language of each country I visit. At home, my life revolves around my family: husband Andrew, daughter Emily, and dog Molly. Most of all, I love being a mom.https://us.rbcwealthmanagement.com/theltdgroup/
Listed skills include Business Objects, Microstrategy, Data Warehousing, Business Intelligence, and 16 others.
Devon Embery, Crpc®'s current company
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Devon Embery, Crpc® work experience
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Financial Advisor
Upon earning my B.S. degree in Math and Computer Science at the University of Illinois, I embarked on a successful career in the technology industry, specifically in data analytics consulting. I worked at several firms in the Chicago area, honing my problem-solving skills as a subject matter expert in this industry. In 2018, I made a major life decision to shift my energies to a career that would allow me to work more closely with individuals and families and have a more direct impact on the quality of their lives. I joined my husband, Andrew, as a Financial Advisor at Morgan Stanley and have been an integral member of The LTD Group ever since. Today, we are privileged to work with a small, but select group of clients throughout the U.S. We take great pride in helping our clients manage their finances, so they can take care of the people they love, spend more time pursuing activities they enjoy, and support the causes that are most important to them.©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlNMLS#: 1824429
Consultant
Business Intelligence architect and visualization expert. 13+ years experience in data warehousing: strategy/assessment, data modeling, ETL development, reporting architecture, and data visualization design/development. Also experienced in multi-application dashboard integration. Tools: Tableau, Cognos, Qlikview, SSRS, Esri.
Senior Consultant
Consultant for insurance industry clients. Responsibilities included data consolidation and standardization of all nation-wide risk management branches, Cognos upgrade/report migration, and TM1 installation
Report Development Team Lead
Responsible for managing a team of report developers which developed all internal and external reports company-wide via SQL stored procedures and SSRS. Daily tasks included business collaboration, report development, and project management. Also spearheaded data warehouse initiation project, SQL Server and SSRS 2005 to 2008 migration, ad-hoc data mart tool, and responsible for implementation of Report Team best practices and overhaul of report development/deployment process.Development: SSRS, SQL Server, Dundas, MOSS
Consultant
Certified in Business Objects, Microstrategy, and Ab Initio. As an Information Delivery consultant, exposed to multiple platforms, industries, and data warehousing tools. Responsibilities included Business Intelligence development, dashboard development, ETL development, project management, and business analysis. Industries: high technology, healthcare, finance, and energy.Reporting Tools: Business Objects 6.5/XI R2, Microstrategy 8.02, CognosData Warehousing: Ab Initio, Informatica
Project Manager
Responsible for daily project flow, staff management, data cleansing, support to public libraries, overseeing coding and processing of IPLAR survey data, conducting annual survey and preparing the report for the American Library Index of Circulation and Expenditures, providing statistical services to the Illinois State Library, and overseeing all Illinois State Library survey projects.Managed staff of 8-10 students per semesterImplemented annual full life-cycle statistical CD project - coding, data cleansing, development, production
Colleagues at RBC Wealth Management
Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →
Katherine (Kate) White, Cfp, Pfp
Colleague at Rbc Wealth ManagementPeterborough, Ontario, Canada
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Valarie Moss
Colleague at Rbc Wealth ManagementCanada
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Lily Leung
Colleague at Rbc Wealth ManagementLondon, Canada Metropolitan Area, Canada
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Brandon Smith
Colleague at Rbc Wealth ManagementLincoln, Nebraska, United States
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Judith Jochets
Colleague at Rbc Wealth ManagementGreater Richmond Region, United States
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Daniel Bachmann, Cfp®
Colleague at Rbc Wealth ManagementBaltimore City County, Maryland, United States
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Rosanna Pisaturo
Colleague at Rbc Wealth ManagementMontreal, Quebec, Canada
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Simone Bheir
Colleague at Rbc Wealth ManagementCanada
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Olivia Jungmann
Colleague at Rbc Wealth ManagementGreater Minneapolis-St. Paul Area, United States
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Nayandeep Singh
Colleague at Rbc Wealth ManagementGreater Toronto Area, Canada
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Devon Embery, Crpc® education
Bachelor Of Science, Math/Computer Science
Master'S Degree, Business Administration (Classes Attended)
Frequently asked questions about Devon Embery, Crpc®
Quick answers generated from the profile data available on this page.
What company does Devon Embery, Crpc® work for?
Devon Embery, Crpc® works for RBC Wealth Management.
What is Devon Embery, Crpc®'s role at RBC Wealth Management?
Devon Embery, Crpc® is listed as Financial Advisor at RBC Wealth Management at RBC Wealth Management.
What is Devon Embery, Crpc®'s email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Devon Embery, Crpc® at RBC Wealth Management.
Where is Devon Embery, Crpc® based?
Devon Embery, Crpc® is based in Greater Chicago Area, United States while working with RBC Wealth Management.
What companies has Devon Embery, Crpc® worked for?
Devon Embery, Crpc® has worked for Rbc Wealth Management, Morgan Stanley Wealth Management, Slalom Consulting, Jcb Partners, and Echo Global Logistics.
Who are Devon Embery, Crpc®'s colleagues at RBC Wealth Management?
Devon Embery, Crpc®'s colleagues at RBC Wealth Management include Katherine (Kate) White, Cfp, Pfp, Valarie Moss, Lily Leung, Brandon Smith, and Judith Jochets.
How can I contact Devon Embery, Crpc®?
You can use AeroLeads to view verified contact signals for Devon Embery, Crpc® at RBC Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Devon Embery, Crpc® attend?
Devon Embery, Crpc® holds Bachelor Of Science, Math/Computer Science from University Of Illinois.
What skills is Devon Embery, Crpc® known for?
Devon Embery, Crpc® is listed with skills including Business Objects, Microstrategy, Data Warehousing, Business Intelligence, Etl, Data Modeling, Cognos, and Enterprise Architecture.
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