Emily Genor, Cfp®, Mba
AeroLeads people directory · profile

Emily Genor, Cfp®, Mba Email & Phone Number

Relationship Manager at Becker Capital Management, Inc
Location: Portland, Oregon, United States 9 work roles 2 schools
1 work email found @vistacp.com 3 phones found area 503 and 212 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email e****@vistacp.com
Direct phone (503) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Becker Capital Management, Inc
Role
Relationship Manager
Location
Portland, Oregon, United States
Company size
24 employees

Who is Emily Genor, Cfp®, Mba? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Emily Genor, Cfp®, Mba is listed as Relationship Manager at Becker Capital Management, Inc, a company with 24 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at vistacp.com, phone signal with area code 503, 212, and a matched LinkedIn profile for Emily Genor, Cfp®, Mba.

Emily Genor, Cfp®, Mba previously worked as Advisor at Vista Capital Partners and Financial Advisor at Ubs. Emily Genor, Cfp®, Mba holds Master Of Business Administration (M.B.A.), Finance, General from University Of Portland.

Company email context

Email format at Becker Capital Management, Inc

This section adds company-level context without repeating Emily Genor, Cfp®, Mba's masked contact details.

{first}@vistacp.com
86% confidence

AeroLeads found 1 current-domain work email signal for Emily Genor, Cfp®, Mba. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Emily Genor, Cfp®, Mba

I actively work to help organize, plan, and manage all aspects of my clients' investments and wealth, while also focusing efforts on investment consulting, advanced planning, and building strong, long-term relationships. With over 13 years of experience, I have a financial understanding that is both multi-faceted and results oriented.

Listed skills include Returns, Writing, Consulting, Capital Management, and 100 others.

Current workplace

Emily Genor, Cfp®, Mba's current company

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

Becker Capital Management, Inc
Becker Capital Management, Inc
Relationship Manager
portland, oregon, united states
Website
beckercap.com
Employees
24
AeroLeads page
Company profile
View company profile Email format
9 roles

Emily Genor, Cfp®, Mba work experience

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

Financial Advisor

Ubs

Portland, Oregon, United States

Jan 2023 - Mar 2023

Sr. Wealth Strategy Associate

Ubs

I deliver comprehensive wealth management and focus on longevity planning, including retirement income planning; as well as life transition planning for marriage, divorce, or loss of a loved one.

Sep 2017 - Jan 2023

Sr. Registered Client Service Associate

Ubs

Lake Oswego, Oregon

Assisted with all client needs including cash management, trades, and account maintenance and set-up. I also assisted with team marketing, networking, and business development.

Mar 2016 - Sep 2017

Analyst - Retirement Plans

Morgan Stanley Investment Management

Portland, Oregon

Aided in the support of company defined contribution plans. Conducted analysis on plan returns, assisted with participant inquiries, and contributed to general marketing efforts.

Mar 2015 - Mar 2016

Financial Analyst

Bates Group Llc

Lake Oswego, OR

Calculated profit/loss figures to be used in security arbitration cases. Spoke with client/attorneys to answer questions regarding the company’s work and financial calculations. Extensive use of Excel including charting and pivot tables.

Jun 2003 - May 2005

Bond Trader

Ferguson Wellman Capital Management

Portland, Oregon Area

Bought and sold fixed-income assets, including corporate, government, and mortgage bonds for an investment firm with $2 billion under management. Had the discretion to invest client money based on the firm’s investment parameters. Other responsibilities included maintaining accurate account balances, determining sizes of bond lots to buy and sell, track.

Feb 2002 - Jun 2003

Trader

Ferguson Wellman Capital Management

Portland, Oregon Area

Bought and sold equities and fixed income. Created daily, weekly, and quarterly equity reports used to monitor price target and performances compared to applicable sector and model benchmarks. Assisted managers in re-balancing client portfolios in accordance with the firm’s model portfolio. Evaluated trade commission in order to match expenses with vendor.

Feb 2000 - Jun 2003
Team & coworkers

Colleagues at Becker Capital Management, Inc

Other employees you can reach at beckercap.com. View company contacts for 24 employees →

GJ Gretchen Johnson Gretchen Johnson Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → TW Thierry Wuilloud Thierry Wuilloud Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → SV Søren Voxted Søren Voxted Colleague at Becker Capital Management, IncCopenhagen, Capital Region Of Denmark, Denmark, Denmark View → TK Tyler Kaluza, Cfp® Tyler Kaluza, Cfp® Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → HG Heidi Goertzen, Cfp® Heidi Goertzen, Cfp® Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → SM Stephanie Moyer Stephanie Moyer Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → TM T.J. Mcconville T.J. Mcconville Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → TD Tom Doyle Tom Doyle Colleague at Becker Capital Management, IncUnited States, United States View → NH Nicholas Herrick Nicholas Herrick Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → AM Andy Murray Andy Murray Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View →
2 education records

Emily Genor, Cfp®, Mba education

FAQ

Frequently asked questions about Emily Genor, Cfp®, Mba

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

What company does Emily Genor, Cfp®, Mba work for?

Emily Genor, Cfp®, Mba works for Becker Capital Management, Inc.

What is Emily Genor, Cfp®, Mba's role at Becker Capital Management, Inc?

Emily Genor, Cfp®, Mba is listed as Relationship Manager at Becker Capital Management, Inc.

What is Emily Genor, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @vistacp.com for Emily Genor, Cfp®, Mba at Becker Capital Management, Inc.

What is Emily Genor, Cfp®, Mba's phone number?

AeroLeads has found 3 phone signal(s) with area code 503, 212 for Emily Genor, Cfp®, Mba at Becker Capital Management, Inc.

Where is Emily Genor, Cfp®, Mba based?

Emily Genor, Cfp®, Mba is based in Portland, Oregon, United States while working with Becker Capital Management, Inc.

What companies has Emily Genor, Cfp®, Mba worked for?

Emily Genor, Cfp®, Mba has worked for Becker Capital Management, Inc, Vista Capital Partners, Ubs, Morgan Stanley Investment Management, and Bates Group Llc.

Who are Emily Genor, Cfp®, Mba's colleagues at Becker Capital Management, Inc?

Emily Genor, Cfp®, Mba's colleagues at Becker Capital Management, Inc include Gretchen Johnson, Thierry Wuilloud, Søren Voxted, Tyler Kaluza, Cfp®, and Heidi Goertzen, Cfp®.

How can I contact Emily Genor, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Emily Genor, Cfp®, Mba at Becker Capital Management, Inc, including work email, phone, and LinkedIn data when available.

What schools did Emily Genor, Cfp®, Mba attend?

Emily Genor, Cfp®, Mba holds Master Of Business Administration (M.B.A.), Finance, General from University Of Portland.

What skills is Emily Genor, Cfp®, Mba known for?

Emily Genor, Cfp®, Mba is listed with skills including Returns, Writing, Consulting, Capital Management, Payments, Expenses, Vendors, and Figures.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.