Emily Rasmussen
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Emily Rasmussen Email & Phone Number

Client Service Associate at Concentric Wealth Management at Concentric Wealth Management LLC
Location: Lafayette, California, United States 4 work roles 1 school
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Current company
Concentric Wealth Management LLC
Role
Client Service Associate at Concentric Wealth Management
Location
Lafayette, California, United States
Company size
169 employees

Who is Emily Rasmussen? Overview

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Quick answer

Emily Rasmussen is listed as Client Service Associate at Concentric Wealth Management at Concentric Wealth Management LLC, a company with 169 employees, based in Lafayette, California, United States. AeroLeads shows a matched LinkedIn profile for Emily Rasmussen.

Emily Rasmussen previously worked as Client Service Associate at Concentric Wealth Management Llc and Substitute Teacher at Lafayette School District. Emily Rasmussen holds Bachelor Of Science In Commerce And Business Administration, Finance And Economics, 4.0 from The University Of Alabama.

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Concentric Wealth Management LLC

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About Emily Rasmussen

Searching for the right opportunity to help others achieve the financial wealth they have been looking for.

Current workplace

Emily Rasmussen's current company

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Concentric Wealth Management LLC
Concentric Wealth Management Llc
Client Service Associate at Concentric Wealth Management
cleveland, ohio, united states
Website
mai.capital
Employees
169
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4 roles

Emily Rasmussen work experience

A career timeline built from the work history available for this profile.

Intern

Cerity Partners

San Francisco, California, United States

  • Collaborated with partners in preparation for client meetings; reviewed and modified plans taking into account client’s investment, retirement, and financial goals with current market trends
  • Managed communication between partners regarding client information
  • Created, organized, and analyzed spreadsheets regarding client portfolio
  • Updated and distributed time sensitive documents regarding business and education planning, financial and investment analysis, retirement checklists, and risk management
May 2021 - Aug 2021

Intern

Merrill Lynch

Walnut Creek, California, United States

  • Shadowed a Wealth Management Advisor within the Spartan Group
  • Observed brainstorming processes regarding investment strategy focusing on market trends and client goals
  • Attended client meetings; observed communication between client and advisor
May 2020 - Aug 2020
Team & coworkers

Colleagues at Concentric Wealth Management LLC

Other employees you can reach at mai.capital. View company contacts for 169 employees →

JG Jerry Gray Jerry Gray Colleague at Concentric Wealth Management Llc Cleveland, Ohio, United States, United States View → DE Dylan Evers Dylan Evers Colleague at Concentric Wealth Management Llc Cincinnati Metropolitan Area, United States View → LS Lindsay Sawicki Lindsay Sawicki Colleague at Concentric Wealth Management Llc Ponte Vedra Beach, Florida, United States, United States View → WB Wild B Wild B Colleague at Concentric Wealth Management Llc Romania, Romania View → RB Rachel Berry Rachel Berry Colleague at Concentric Wealth Management Llc Greater Chicago Area, United States View → NS Nicholas Srmag, Cfa Nicholas Srmag, Cfa Colleague at Concentric Wealth Management Llc Westlake, Ohio, United States, United States View → CR Cerjeck Retubado Cerjeck Retubado Colleague at Concentric Wealth Management Llc Central Luzon, Philippines, Philippines View → SR Steve Rudolph Mba Steve Rudolph Mba Colleague at Concentric Wealth Management Llc Beachwood, Ohio, United States, United States View → MM Minh Mai Minh Mai Colleague at Concentric Wealth Management Llc Vietnam, Viet Nam View → MM Meara Mahoney Meara Mahoney Colleague at Concentric Wealth Management Llc Lakewood, Ohio, United States, United States View →
1 education record

Emily Rasmussen education

FAQ

Frequently asked questions about Emily Rasmussen

Quick answers generated from the profile data available on this page.

What company does Emily Rasmussen work for?

Emily Rasmussen works for Concentric Wealth Management LLC.

What is Emily Rasmussen's role at Concentric Wealth Management LLC?

Emily Rasmussen is listed as Client Service Associate at Concentric Wealth Management at Concentric Wealth Management LLC.

Where is Emily Rasmussen based?

Emily Rasmussen is based in Lafayette, California, United States while working with Concentric Wealth Management LLC.

What companies has Emily Rasmussen worked for?

Emily Rasmussen has worked for Concentric Wealth Management Llc, Lafayette School District, Cerity Partners, and Merrill Lynch.

Who are Emily Rasmussen's colleagues at Concentric Wealth Management LLC?

Emily Rasmussen's colleagues at Concentric Wealth Management LLC include Jerry Gray, Dylan Evers, Lindsay Sawicki, Wild B, and Rachel Berry.

How can I contact Emily Rasmussen?

You can use AeroLeads to view verified contact signals for Emily Rasmussen at Concentric Wealth Management LLC, including work email, phone, and LinkedIn data when available.

What schools did Emily Rasmussen attend?

Emily Rasmussen holds Bachelor Of Science In Commerce And Business Administration, Finance And Economics, 4.0 from The University Of Alabama.

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