Emily Helliesen Day

Emily Helliesen Day Email and Phone Number

Director of Operations and Compliance @ Lebel & Harriman, LLP
South Portland, ME, US
Emily Helliesen Day's Location
South Portland, Maine, United States, United States
About Emily Helliesen Day

Emily Helliesen Day is a Director of Operations and Compliance at Lebel & Harriman, LLP. She possess expertise in financial planning, retirement income strategies, iras, retirement planning, 401k and 5 more skills.

Emily Helliesen Day's Current Company Details
Lebel & Harriman, LLP

Lebel & Harriman, Llp

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Director of Operations and Compliance
South Portland, ME, US
Emily Helliesen Day Work Experience Details
  • Lebel & Harriman, Llp
    Director Of Operations And Compliance
    Lebel & Harriman, Llp
    South Portland, Me, Us
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  • Lebel & Harriman, Llp
    Director Of Operations & Compliance
    Lebel & Harriman, Llp Apr 2022 - Present
    Falmouth, Maine, United States
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  • Lebel & Harriman, Llp
    Operations & Compliance Manager
    Lebel & Harriman, Llp Mar 2018 - Apr 2022
    Falmouth, Me
  • Lebel & Harriman, Llp
    Registered Operations & Investment Associate
    Lebel & Harriman, Llp Aug 2012 - Mar 2018
    Falmouth, Me
    Work with clients to prepare and present financial plans. Operational management & compliance.
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  • State Of Maine
    Notary Public
    State Of Maine Jan 2013 - Present
  • Healey & Associates
    Retirement Plan Administrator & Financial Professional
    Healey & Associates Aug 2008 - Aug 2012
    Portland, Maine Area
    Provided account management and compliance testing for 40 401(k), 403(b), and pension plans. Conducted group and one on one educational meetings for participants of retirement plans.
  • Benefit Strategies
    Retirement Plan Analyst
    Benefit Strategies 2006 - 2008

Emily Helliesen Day Skills

Financial Planning Retirement Income Strategies Iras Retirement Planning 401k Retirement Mutual Funds Employee Benefits Series 6 Series 63

Emily Helliesen Day Education Details

Frequently Asked Questions about Emily Helliesen Day

What company does Emily Helliesen Day work for?

Emily Helliesen Day works for Lebel & Harriman, Llp

What is Emily Helliesen Day's role at the current company?

Emily Helliesen Day's current role is Director of Operations and Compliance.

What schools did Emily Helliesen Day attend?

Emily Helliesen Day attended Pitzer College.

What skills is Emily Helliesen Day known for?

Emily Helliesen Day has skills like Financial Planning, Retirement Income Strategies, Iras, Retirement Planning, 401k, Retirement, Mutual Funds, Employee Benefits, Series 6, Series 63.

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