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Emily Destefani Email & Phone Number

Experienced Admin in Securities, Insurance and Compliance at Waller Financial Planning Group, Inc.
Location: Columbus, Ohio, United States 4 work roles 3 schools
1 work email found @waller.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@waller.com
LinkedIn Profile matched
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Current company
Waller Financial Planning Group, Inc.
Role
Experienced Admin in Securities, Insurance and Compliance
Location
Columbus, Ohio, United States
Company size
9 employees

Who is Emily Destefani? Overview

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Quick answer

Emily Destefani is listed as Experienced Admin in Securities, Insurance and Compliance at Waller Financial Planning Group, Inc., a company with 9 employees, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at waller.com and a matched LinkedIn profile for Emily Destefani.

Emily Destefani previously worked as Financial Services Assistant at Waller Financial Planning Group, Inc. and Policy Holder Service / Front Desk Reception at Columbus Financial Group. Emily Destefani holds Registered Paraplanner® from College For Financial Planning.

Company email context

Email format at Waller Financial Planning Group, Inc.

This section adds company-level context without repeating Emily Destefani's masked contact details.

{first_initial}{last}@waller.com
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AeroLeads found 1 current-domain work email signal for Emily Destefani. Compare company email patterns before reaching out.

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Profile bio

About Emily Destefani

Emily Destefani is a Experienced Admin in Securities, Insurance and Compliance at Waller Financial Planning Group, Inc.. She possess expertise in microsoft office, office administration, notary public, insurance, lotus notes and 5 more skills.

Listed skills include Microsoft Office, Office Administration, Notary Public, Insurance, and 6 others.

Current workplace

Emily Destefani's current company

Company context helps verify the profile and gives searchers a useful next step.

Waller Financial Planning Group, Inc.
Waller Financial Planning Group, Inc.
Experienced Admin in Securities, Insurance and Compliance
columbus, ohio, united states
Website
waller.com
Employees
9
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Company profile
View company profile Email format
4 roles

Emily Destefani work experience

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

Policy Holder Service / Front Desk Reception

Columbus Financial Group

The Offices At Polaris

  • Policy Holder Service
  • Front Desk Reception
  • Answer and direct phone calls
  • Sort and distribute daily mail
  • Maintain postage machine (supplies and operation)
Jun 2011 - Apr 2012

Branch Assistant

Asset Management Consultants

Westerville, Ohio

  • Branch Assistant
  • Performs the daily transaction download and pulls/matches trade confirms accordingly
  • Answer and direct phone calls
  • Sort and distribute daily mail
  • Maintain the owners calendars for appointments
  • Maintain client database
Jun 2005 - Jun 2011

Senior Sales Assistant

Cashdollar & Associates

Grove City, PA

  • Prepare reports and updates for meetings
  • Project leader on all life insurance and long-term care cases
  • Complete and process new and existing account paperwork for mutual funds and brokerage
  • Answer and direct phone calls
  • Follow-up letters and filing
Apr 1996 - Jun 2005
Team & coworkers

Colleagues at Waller Financial Planning Group, Inc.

Other employees you can reach at waller.com. View company contacts for 9 employees →

CO Chris O. Olsgard, Cfp® Chris O. Olsgard, Cfp® Colleague at Waller Financial Planning Group, Inc.Columbus, Ohio, United States, United States View → KE Katherine E. Kincaid, Cfp® Katherine E. Kincaid, Cfp® Colleague at Waller Financial Planning Group, Inc.Columbus, Ohio, United States, United States View → SE Scott E. Rendle, Cfp® Scott E. Rendle, Cfp® Colleague at Waller Financial Planning Group, Inc.Columbus, Ohio, United States, United States View → JE Jason E. Farris, Cfp® Jason E. Farris, Cfp® Colleague at Waller Financial Planning Group, Inc.Columbus, Ohio, United States, United States View → JA Jason A. Eliason, Cfp®, Chfc, Cfa Jason A. Eliason, Cfp®, Chfc, Cfa Colleague at Waller Financial Planning Group, Inc.Delaware, Ohio, United States, United States View → SL Sandra L. Vidosh Sandra L. Vidosh Colleague at Waller Financial Planning Group, Inc.Columbus, Ohio, United States, United States View → CK Charles Kerwood Charles Kerwood Colleague at Waller Financial Planning Group, Inc.Naples, Florida, United States, United States View →
3 education records

Emily Destefani education

Registered Paraplanner®

College For Financial Planning

Hs Diploma

St. Francis Desales
FAQ

Frequently asked questions about Emily Destefani

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

What company does Emily Destefani work for?

Emily Destefani works for Waller Financial Planning Group, Inc..

What is Emily Destefani's role at Waller Financial Planning Group, Inc.?

Emily Destefani is listed as Experienced Admin in Securities, Insurance and Compliance at Waller Financial Planning Group, Inc..

What is Emily Destefani's email address?

AeroLeads has found 1 work email signal at @waller.com for Emily Destefani at Waller Financial Planning Group, Inc..

Where is Emily Destefani based?

Emily Destefani is based in Columbus, Ohio, United States while working with Waller Financial Planning Group, Inc..

What companies has Emily Destefani worked for?

Emily Destefani has worked for Waller Financial Planning Group, Inc., Columbus Financial Group, Asset Management Consultants, and Cashdollar & Associates.

Who are Emily Destefani's colleagues at Waller Financial Planning Group, Inc.?

Emily Destefani's colleagues at Waller Financial Planning Group, Inc. include Chris O. Olsgard, Cfp®, Katherine E. Kincaid, Cfp®, Scott E. Rendle, Cfp®, Jason E. Farris, Cfp®, and Jason A. Eliason, Cfp®, Chfc, Cfa.

How can I contact Emily Destefani?

You can use AeroLeads to view verified contact signals for Emily Destefani at Waller Financial Planning Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Emily Destefani attend?

Emily Destefani holds Registered Paraplanner® from College For Financial Planning.

What skills is Emily Destefani known for?

Emily Destefani is listed with skills including Microsoft Office, Office Administration, Notary Public, Insurance, Lotus Notes, Phone Etiquette, Case Management, and Proofreading.

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