Emily Kling Email & Phone Number

As a Finance student at the University of Wisconsin-Whitewater, I embraced the intensity of a challenging curriculum and completed my Bachelor of Business Administration in Finance, with an emphasis on Financial Planning, in just 2.5 years. This accelerated journey not only reflects my commitment to academic excellence but also my eagerness to apply my knowledge to real-world financial challenges. My education has equipped me with a solid foundation in financial principles and a deep understanding of the strategies needed to help individuals and organizations achieve their financial goals.

Within this position, I worked as a Certified Banking Assistant and head teller. I was also able to job shadow within business investments and our agricultural investment center. I gained vast knowledge of CDs, HSAs, Money Markets, Loan Services, and Deposit Operations. I gained a strong understanding of financial operations.

I worked remote and within a team setting on various projects to suit Universities and the U.S. Army. I hosted client presentations and acted as a touch point throughout our contract.

Working alongside CPA John Helgeson I managed several large organizations' payrolls and expense reports. I became knowledgeable in tax services and gained skills in client services.

As a lead shift member, I gained valuable skills throughout my high school career. I leveraged my communication skills by contacting vendors for weekly shipments and monthly orders. I also become experienced in customer service while serving guests.