Emily Beaulieu

Emily Beaulieu Email and Phone Number

Senior Client Advisor at SCS Financial @ SCS Financial
Emily Beaulieu's Location
Boston, Massachusetts, United States, United States
Emily Beaulieu's Contact Details

Emily Beaulieu personal email

n/a
About Emily Beaulieu

Emily Beaulieu is a Senior Client Advisor at SCS Financial at SCS Financial. She possess expertise in microsoft excel, indesign, social media, leadership, microsoft powerpoint and 2 more skills.

Emily Beaulieu's Current Company Details
SCS Financial

Scs Financial

View
Senior Client Advisor at SCS Financial
Emily Beaulieu Work Experience Details
  • Scs Financial
    Senior Client Advisor
    Scs Financial Dec 2024 - Present
    Boston, Ma, Us
    View
  • Scs Financial
    Client Advisor - Private Client Group
    Scs Financial Oct 2022 - Dec 2024
    Boston, Ma, Us
    View
  • Ubs
    Client Service Associate
    Ubs Jan 2021 - Sep 2022
    Zurich, Ch
    View
  • Vitae Wealth Management
    Business Development Associate
    Vitae Wealth Management Jun 2020 - Jan 2021
    Longmeadow, Massachusetts, Us
    - Assist financial planner in nurturing existing relationships to blossom new opportunities- Paraplanning through eMoney- Manage client contact information utilizing Salesforce
    View
  • Fontaine Bros., Inc.
    Finance And Marketing Intern
    Fontaine Bros., Inc. Jun 2017 - Jan 2021
    Worcester, Massachusetts, Us
    - Perform inventory calculations in Excel to ensure accuracy- Assist in internal auditing- Suggested designing presentations in Adobe InDesign for a neater presentation- Suggested preparing financial reports in Excel which helped to detect issues
    View
  • Party City Corporate Office
    Merchandising Initiatives Intern
    Party City Corporate Office Jun 2019 - Aug 2019
    - Seek out and cultivate new business opportunities- Evaluate expansion opportunities- Develop Excel tools to help enable future growth- Achieve the strategic and financial goals of Party City through financial planning
    View
  • Peachwave Self Serve Frozen Yogurt & Gelato
    Employee
    Peachwave Self Serve Frozen Yogurt & Gelato Oct 2014 - Jul 2017
    Holland, Mi, Us
    - Greeted incoming guests and answered all inquiries- Suggested customers try new flavors which, in turn, boosted sales- Helped with promotions on Instagram and Facebook which attracted more customers
    View

Emily Beaulieu Skills

Microsoft Excel Indesign Social Media Leadership Microsoft Powerpoint Organization Skills Non Profit Volunteering

Emily Beaulieu Education Details

  • Fairfield University
    Fairfield University
    Finance
  • Longmeadow High School
    Longmeadow High School

Frequently Asked Questions about Emily Beaulieu

What company does Emily Beaulieu work for?

Emily Beaulieu works for Scs Financial

What is Emily Beaulieu's role at the current company?

Emily Beaulieu's current role is Senior Client Advisor at SCS Financial.

What is Emily Beaulieu's email address?

Emily Beaulieu's email address is em****@****ros.com

What schools did Emily Beaulieu attend?

Emily Beaulieu attended Fairfield University, Longmeadow High School.

What skills is Emily Beaulieu known for?

Emily Beaulieu has skills like Microsoft Excel, Indesign, Social Media, Leadership, Microsoft Powerpoint, Organization Skills, Non Profit Volunteering.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.