Emily P Email and Phone Number
As a highly-motivated professional with over ten years of experience in the financial services industry, I am adept at leveraging well-honed interpersonal and time management skills while championing a strong emphasis on customer satisfaction. Driven to perform at the highest of standards, I also have a genuine passion for serving as an educational resource to clients on financial concepts. I hold a Master of Business Administration and am a FINRA Series 7 and 63 Registered Representative. Known for being an organized, thoughtful decision-maker skilled at performing daily tasks accurately and efficiently, I am committed to establishing a positive rapport and building trust throughout all interactions. Additionally, my strategic and analytical nature lends to strength in identifying areas for improvement within internal systems and procedures. Dedicated to being a team player while displaying a relentless drive for excellence, I employ a high level of integrity, dependability, and professionalism within every facet of responsibility.StrengthsFinder™ talent themes identified as: Strategic | Communication | Activator | Responsibility | Significance
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Sr Compliance AnalystLpl Financial Oct 2022 - Present -
Trading ConsultantLpl Financial Sep 2017 - Oct 2022Fort Mill, South Carolina -
Senior AssociateCapital Group | American Funds Oct 2015 - Sep 2017Norfolk, Virginia Area -
Investment ConsultantVanguard Sep 2012 - Oct 2015Charlotte, North Carolina Area -
Investment SpecialistVanguard Jul 2011 - Sep 2012Charlotte, North Carolina Area -
Communications AssociateVanguard Sep 2009 - Jul 2011Charlotte, North Carolina -
Client Relations AssociateVanguard Jun 2008 - Sep 2009Charlotte, North Carolina Area
Emily P Education Details
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Master Of Business Administration - Mba -
Business Administration, Management And Operations
Frequently Asked Questions about Emily P
What company does Emily P work for?
Emily P works for Lpl Financial
What is Emily P's role at the current company?
Emily P's current role is Sr Compliance Analyst at LPL Financial.
What schools did Emily P attend?
Emily P attended East Carolina University, East Carolina University.
Who are Emily P's colleagues?
Emily P's colleagues are Maria Bausch, Reed Greenagel, Tim Chafin,cfp®, Ahmed Mohammed, Tara Bole, Rahul Dwivedi, Greg Wassey.
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