Emily Barsantee
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Emily Barsantee Email & Phone Number

Financial Planning Intern at Valeo Financial | Indiana University Kelley School of Business | Finance and International Business Major & Spanish Minor at Valeo Financial Advisors LLC
Location: Fort Wayne, Indiana, United States 4 work roles 1 school
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Current company
Valeo Financial Advisors LLC
Role
Financial Planning Intern at Valeo Financial | Indiana University Kelley School of Business | Finance and International Business Major & Spanish Minor
Location
Fort Wayne, Indiana, United States
Company size
111 employees

Who is Emily Barsantee? Overview

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Quick answer

Emily Barsantee is listed as Financial Planning Intern at Valeo Financial | Indiana University Kelley School of Business | Finance and International Business Major & Spanish Minor at Valeo Financial Advisors LLC, a company with 111 employees, based in Fort Wayne, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Emily Barsantee.

Emily Barsantee previously worked as Financial Planning Intern at Valeo Financial Advisors Llc and Advisor Branch Intern at Raymond James. Emily Barsantee holds Bachelor Of Applied Science - Basc, Finance, General, Senior from Indiana University - Kelley School Of Business.

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Email format at Valeo Financial Advisors LLC

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Valeo Financial Advisors LLC

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Profile bio

About Emily Barsantee

Hi, my name is Emily Barsantee. I am a senior attending Indiana University studying Finance and International Business with a minor in Spanish. I chose Indiana University for the welcoming atmosphere where I am surrounded by peers and professionals who are all driven for the success of their differing paths. I have worked two jobs within the last 6 years which include being a barista at a local coffee shop and an assistant in the golf shop at a country club where I experience working on a team as well as the hardships that come with customer service. At both jobs I built up a lot of experience from working 40 plus hours each week and was able to expand my role as an employee to leadership positions, due to my dependability, hard work, and dedication. This past summer I had the opportunity to intern at Raymond James with a financial advisor where I observed client meetings and gained a deeper understanding of client portfolio management. Through various networking calls and observations within Raymond James I built up firsthand knowledge within the financial service industry.Hobbies/Interests: Conversational Spanish, Iced Coffee, Traveling, Hot Yoga

Current workplace

Emily Barsantee's current company

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Valeo Financial Advisors LLC
Valeo Financial Advisors Llc
Financial Planning Intern at Valeo Financial | Indiana University Kelley School of Business | Finance and International Business Major & Spanish Minor
indianapolis, indiana, united states
Website
valeofinancial.com
Employees
111
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4 roles

Emily Barsantee work experience

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Advisor Branch Intern

Raymond James

Fort Wayne, Indiana, United States

  • Observed multiple client advisor meetings dealing with real life situations and portfolio asset management
  • Assisted in rebalancing of client portfolios to targets based on asset allocation changes and tactical sector weighting recommendations from research teams
  • Connected with 10+ individuals at RJ learning more about their career and developing an understanding of possible finance career opportunities (Private Wealth Consultant, Portfolio Manager, Financial Advisor, Client.
  • Developed a basic understanding of fundamental and technical analysis while participating in internal and external research calls for different timely investment themes
Jun 2023 - Aug 2023

Barista

Mocha Lounge Coffee

Fort Wayne, Indiana, United States

  • Maintain quality customer service while taking orders through the drive-through, preparing baked goods, and relaying orders off to coworkers
  • Partner with 5 co-workers serving over 400 customers a shift in a fast-paced environment in order to guarantee quality customer service
  • Train 10 new employees on the espresso machine and register technology, Square Up, ensuring consistency in employee knowledge
Aug 2020 - Jul 2023

Golf Shop Assistant

Fort Wayne Country Club

Fort Wayne, Indiana, United States

  • Provide assistance with all golf needs by setting up tee times for members, managing apparel and golf equipment, and organizing caddies for large events
  • Scan inventory skews monthly into the management system, Jonas Club Software, mastering data entry
  • Collaborate with 6 golf professionals to effectively communicate event planning and course closures
May 2018 - Jul 2023
Team & coworkers

Colleagues at Valeo Financial Advisors LLC

Other employees you can reach at valeofinancial.com. View company contacts for 111 employees →

RC Regan Clark, Cfp® Regan Clark, Cfp® Colleague at Valeo Financial Advisors Llc Greater Indianapolis, United States View → WM Warren Miller Warren Miller Colleague at Valeo Financial Advisors Llc Carmel, Indiana, United States, United States View → NF Nick Fohrer, Cfp® Nick Fohrer, Cfp® Colleague at Valeo Financial Advisors Llc Carmel, Indiana, United States, United States View → TC Ted Christofolis,Cpa,Cfp Ted Christofolis,Cpa,Cfp Colleague at Valeo Financial Advisors Llc Indianapolis, Indiana, United States, United States View → CH Cassidy Hardy Cassidy Hardy Colleague at Valeo Financial Advisors Llc Fishers, Indiana, United States, United States View → EF Emiley Fox Emiley Fox Colleague at Valeo Financial Advisors Llc Indianapolis, Indiana, United States, United States View → LL Luke Lambeck Luke Lambeck Colleague at Valeo Financial Advisors Llc West Lafayette, Indiana, United States, United States View → GE Grace Evans Grace Evans Colleague at Valeo Financial Advisors Llc Carmel, Indiana, United States, United States View → KM Kristine Merta Kristine Merta Colleague at Valeo Financial Advisors Llc Naples, Florida, United States, United States View → KS Katie Smith, Cfp® Katie Smith, Cfp® Colleague at Valeo Financial Advisors Llc Indianapolis, Indiana, United States, United States View →
1 education record

Emily Barsantee education

FAQ

Frequently asked questions about Emily Barsantee

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

What company does Emily Barsantee work for?

Emily Barsantee works for Valeo Financial Advisors LLC.

What is Emily Barsantee's role at Valeo Financial Advisors LLC?

Emily Barsantee is listed as Financial Planning Intern at Valeo Financial | Indiana University Kelley School of Business | Finance and International Business Major & Spanish Minor at Valeo Financial Advisors LLC.

Where is Emily Barsantee based?

Emily Barsantee is based in Fort Wayne, Indiana, United States while working with Valeo Financial Advisors LLC.

What companies has Emily Barsantee worked for?

Emily Barsantee has worked for Valeo Financial Advisors Llc, Raymond James, Mocha Lounge Coffee, and Fort Wayne Country Club.

Who are Emily Barsantee's colleagues at Valeo Financial Advisors LLC?

Emily Barsantee's colleagues at Valeo Financial Advisors LLC include Regan Clark, Cfp®, Warren Miller, Nick Fohrer, Cfp®, Ted Christofolis,Cpa,Cfp, and Cassidy Hardy.

How can I contact Emily Barsantee?

You can use AeroLeads to view verified contact signals for Emily Barsantee at Valeo Financial Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Emily Barsantee attend?

Emily Barsantee holds Bachelor Of Applied Science - Basc, Finance, General, Senior from Indiana University - Kelley School Of Business.

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