Vice President, Private Wealth Management
Current
Jul 2021 - Present
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Emily Starkey Email & Phone Number
Private Wealth Management | Business Owners | Corporate Executives | Single Family Offices | Women & Wealth | Nonprofits
at
Bernstein Private Wealth Management
1 work email found
@bernstein.com
1 phone found area 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Management | Business Owners | Corporate Executives | Single Family Offices | Women & Wealth | Nonprofits
Location
West Palm Beach, Florida, United States
Who is Emily Starkey? Overview
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Emily Starkey is listed as Private Wealth Management | Business Owners | Corporate Executives | Single Family Offices | Women & Wealth | Nonprofits at Bernstein Private Wealth Management, based in West Palm Beach, Florida, United States. AeroLeads shows a work email signal at bernstein.com, phone signal with area code 212, and a matched LinkedIn profile for Emily Starkey.
Emily Starkey previously worked as Vice President, Private Wealth Management at Bernstein Private Wealth Management and Head of Canada Buyside Enterprise Sales at Bloomberg Lp. Emily Starkey holds Bsm, Marketing, Psychology from Tulane University - A.B. Freeman School Of Business.
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{first}.{last}@bernstein.com
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Profile bio
About Emily Starkey
Throughout my 15+ year career in finance, I have helped executives and entrepreneurs find solutions and achieve their goals. Empathy, honesty and a clear understanding of my clients’ values and motivations have been fundamental to my success.Tragedy can lead to unexpected growth. I learned this first-hand when a family member became ill, and it gave me the confidence to make a transition into wealth management, a decision I had been contemplating since the beginning of my career. When considering which firm to join, Bernstein's Women and Wealth initiative got my attention. Between my personal experience, and having spent considerable time building an executive women's community, Bernstein's values and focus on innovation were attractive and in line with my own beliefs. It was a natural fit.As an executive turned entrepreneur in building my practice, I have consistently explored bold ideas while rallying people around them. This passion has helped build community and I am honored to work with a successful group of changemakers in various aspects of their careers and lives. I partner with executives, business owners and their families to find solutions and achieve their goals. My clients have worked hard and made smart business decisions to accumulate wealth. As complexity grows with their affluence, they demand a trusted confidant and seek a long-term partnership where they feel understood and empowered. I share with them an appreciation for finding answers and pledge to be resourceful and follow through on issues that are important to them. For example, community involvement is especially valued. I am honored by the opportunity to also partner with nonprofits in guiding boards on how to use their investments to maximize their mission.SPECIALITIES:Private Wealth Advisor, Investment Management, Investment Planning, Social Impact Investing, Business Owners, Corporate Executives, Entrepreneurs, Nonprofits, Family Offices, Multigenerational Asset Allocation, Executive Compensation Planning, Hight Net Worth Individuals, Exit Planning, Cash and Liquidity Planning, Investment Advice, Tax strategies, Risk Mitigation Strategies, Succession Planning, Retirement Planning, Family Engagement, Long-Term Care Financial Planning, Fertility and Wealth Planning, Female Investors, Art Asset Ownership Structures and Planning
Listed skills include Bloomberg Terminal, Equities, Hedge Funds, Sales Management, and 33 others.
Current workplace
Emily Starkey's current company
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Bernstein Private Wealth Management
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12 roles
Emily Starkey work experience
A career timeline built from the work history available for this profile.
Head Of Canada Buyside Enterprise Sales
Asked to return to focus on Canada sales growth opportunities. Hired, shaped, and managed a new team selling enterprise solutions to strategic buyside firms throughout Canada. My focus was on developing creative ways to engage with executives to partner with Bloomberg across many areas of their businesses. Introduced an executive womens' cohort focused on.
Jan 2020 - Jul 2021
Manager, Bvault Account Managers & Advanced Compliance Support Teams
- Asked to manage and re-org three teams in the Bvault Compliance offering: Account Management, Advanced Compliance Support, and Compliance Support.
- Developed new training and mentor programs, and recruitment and retention strategies.
- Managed and led 2 complex product migration roll outs. Migrated 1,200 firms from an end of life surveillance product to a new proprietary product. Implemented the new Roster admin product across 8,000 firms.
- Implemented defense strategy saving $1MM in client removals
May 2018 - Jan 2020
Americas Team Leader, Bvault Account Managers
- Bloomberg Vault’s Enterprise Compliance business generates $50MM with over 1,000 firms using surveillance, investigation, reporting, and record keeping across multiple data sources.
- Selected as manager of a newly formed team of 9 Relationship Managers tasked with a departmental reorganization to fix operational inefficiencies and generate revenue.
- Closed $600K as an individual contributor in 2017, selling to Global Banks and Asset Managers.
- Trained and coached new team with sales skills and product knowledge to successfully close $2.1M and add $5.5MM in pipeline.
- Awarded additional funding and personnel to form a new Compliance Support team.
- Developed an automated workflow across multiple departments to speed up the sales, implementation, and onboarding process for better user experience.
Jun 2017 - Apr 2018
Global Product Specialist, Compliance, Risk And Controls
- Identified a trend in compliance solution gaps after receiving many compliance related inquiries from a previous reputable and influential global bank client. Appointed to work across several internal silos to deliver.
- Mentored and led supporting teams to replicate successes in proven sales strategy.
- Partnered cross-functionally to develop presales and product strategy aligned with our top 200 largest AUM clients’ priorities in an emerging regulatory environment.
- Developed and scaled sales pitch, internal and external marketing, and processes for implementation and support around nuanced products while increasing user adoption. Identified product gaps and advised the Product.
- Learned technical skills including coding to better understand user experience.
Jul 2015 - Jun 2017
Global Enterprise Relationship Manager For Goldman Sachs
- Appointed to manage strategic relationship and team covering one of Bloomberg’s highest profile clients determined to cut costs and develop technologies to compete with Bloomberg.
- Maintained and upsold the firm by setting strategy across 8 global cross-functional teams.
- Introduced Bloomberg's Management Committee with high profile clients to achieve sales goals.
- Met with MDs and Partners across the firm to deeply understand their business and primary goal to reduce costs. Created and executed a defense strategy to provide value and block the 3 terminal weekly removals, which.
- Managed and led the Instant Bloomberg Chat 2.0 product launch to convert 238K users, while Goldman invested in Symphony, a chat and compliance competitor. Co-hosted 4 annual Community and Compliance Business Planning.
Dec 2013 - Jul 2015
Relationship Manager For Key Accounts In Boston
- Leveraged my experiences in Canada to focus on developing stronger relationships with 4 large asset manager and insurance company accounts. Provided customized solutions to save costs in redundant competing products and then reinvest in Bloomberg ancillary products ($1MM in cross selling). Emphasis was on deepening c-level relationships.- North America.
Jun 2012 - Dec 2013
Relationship Manager For Canadian Accounts
- In addition to traditional sales pitches, I expanded my scope to develop comprehensive business plans and sell to new international clients. The main challenge was introducing the product to a less saturated Canadian market. The focus was around strategic business planning, collaboration, brand awareness, and creating a marketing plan to identify this.
Nov 2010 - Jun 2012
Account Manger For Hedge Funds
In my first sales role, I was responsible for selling the terminal and developing relationships. I managed existing hedge funds, private equity firms, and private investors’ relationships located in New York City ($7 million revenue total). In this role, I honed my business development skills by adding $500 million in net new accounts. I also developed.
May 2009 - Dec 2010
Equity Specialist
Provided customer support for advanced equity related simultaneous queries. Led recruitment seminars resulting in 4 new hires. Gained expertise in Bloomberg terminal functionality, and recruitment and training.
Mar 2008 - May 2009
Global Customer Support
Provided general customer support in phase 1 of rotational Sales training program. Gained expertise in internals, common client inquiries, client management, and the structure of Bloomberg departments.
Sep 2007 - Mar 2008
Chanel Intern
Created database for $3 million client book. Prepared merchandising reports and forecasted financials. Also assisted with event planning, supporting personal shoppers, and compiling look books.
May 2006 - Aug 2006
3 education records
Emily Starkey education
Bsm, Marketing, Psychology
Tulane University - A.B. Freeman School Of Business
Business Management
Bucknell University
Education record
The Lawrenceville School
FAQ
Frequently asked questions about Emily Starkey
Quick answers generated from the profile data available on this page.
What company does Emily Starkey work for?
Emily Starkey works for Bernstein Private Wealth Management.
What is Emily Starkey's role at Bernstein Private Wealth Management?
Emily Starkey is listed as Private Wealth Management | Business Owners | Corporate Executives | Single Family Offices | Women & Wealth | Nonprofits at Bernstein Private Wealth Management.
What is Emily Starkey's email address?
AeroLeads has found 1 work email signal at @bernstein.com for Emily Starkey at Bernstein Private Wealth Management.
What is Emily Starkey's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Emily Starkey at Bernstein Private Wealth Management.
Where is Emily Starkey based?
Emily Starkey is based in West Palm Beach, Florida, United States while working with Bernstein Private Wealth Management.
What companies has Emily Starkey worked for?
Emily Starkey has worked for Bernstein Private Wealth Management, Bloomberg Lp, and Bergdorf Goodman.
How can I contact Emily Starkey?
You can use AeroLeads to view verified contact signals for Emily Starkey at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Emily Starkey attend?
Emily Starkey holds Bsm, Marketing, Psychology from Tulane University - A.B. Freeman School Of Business.
What skills is Emily Starkey known for?
Emily Starkey is listed with skills including Bloomberg Terminal, Equities, Hedge Funds, Sales Management, Fixed Income, Business Development, Financial Markets, and Event Planning.
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