Emily Dixon, Cfp®, Cfre Email & Phone Number
@ksu.edu
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Who is Emily Dixon, Cfp®, Cfre? Overview
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Emily Dixon, Cfp®, Cfre is listed as Vice President at The Trust Co, a company with 51 employees, based in Manhattan, Kansas, United States. AeroLeads shows a work email signal at ksu.edu and a matched LinkedIn profile for Emily Dixon, Cfp®, Cfre.
Emily Dixon, Cfp®, Cfre previously worked as Assistant Vice President, Trust Officer & Wealth Advisor at The Trust Co and Trust Officer and Wealth Advisor at The Trust Co. Emily Dixon, Cfp®, Cfre holds Graduate Certificate, Certified Financial Planner from Northwestern University.
Email format at The Trust Co
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AeroLeads found 1 current-domain work email signal for Emily Dixon, Cfp®, Cfre. Compare company email patterns before reaching out.
About Emily Dixon, Cfp®, Cfre
With an undergraduate degree in Personal Financial Planning from Kansas State University, I have worn several hats throughout my career. My first job out of college was working as a Para Planner for a boutique financial advising firm. This is where I amassed knowledge on retirement, education, and investment planning. In 2015, I transition from financial advising to working as a philanthropic advisor for Kansas State University. I now assist K-State alumni and friends on charitable estate planning opportunities and creating their philanthropic legacy at the University.
Listed skills include Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, and 17 others.
Emily Dixon, Cfp®, Cfre's current company
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Emily Dixon, Cfp®, Cfre work experience
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Assistant Vice President, Trust Officer & Wealth Advisor
Current
Trust Officer And Wealth Advisor
Current
Senior Gift Planning Officer
Assistant Director Of Planned Giving
Gift Planning Officer
Working directly with Kansas State University, my objective is to match individual's estate planning wishes with their philanthropic goals. This goal could be anything from establishing their own scholarship, endowing a faculty chair or helping develop future infrastructure on campus.
Para Planner
*Assisted in the preparation of quarterly performance reporting *Preparation of annual and semi-annual client review *Stock, mutual fund & bond purchases and sales *Prepared documents to open new accounts, process transfers and the selling of securities. *Assisted clients with questions and schedulingLife & Health Insurance License, Series 7 & 63 licenses.
Colleagues at The Trust Co
Other employees you can reach at thetrustco.com. View company contacts for 51 employees →
Zac Hirschey
Colleague at The Trust CoManhattan, Kansas, United States, United States
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Kirsten Ouellette
Colleague at The Trust CoManhattan, Kansas, United States, United States
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Garrett Jackson, Cfp®, Affp
Colleague at The Trust CoManhattan, Kansas, United States, United States
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Ashley Martinek
Colleague at The Trust CoManhattan, Kansas, United States, United States
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Chris Hunter
Colleague at The Trust CoManhattan, Kansas, United States, United States
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Mackenzie Blakeslee, Ms, Cfp®
Colleague at The Trust CoManhattan, Kansas, United States, United States
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Amanda Riniker
Colleague at The Trust CoManhattan, Kansas, United States, United States
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Cheryl Haskett
Colleague at The Trust CoWamego, Kansas, United States, United States
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Tennille Lester, Cfp®
Colleague at The Trust CoColumbia, Missouri, United States, United States
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EK
Ellen Knackendoffel
Colleague at The Trust CoManhattan, Kansas, United States, United States
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Emily Dixon, Cfp®, Cfre education
Graduate Certificate, Certified Financial Planner
Bachelors Of Family Studies And Human Services, Personal Financial Planning
Business Administration And Management, General
Frequently asked questions about Emily Dixon, Cfp®, Cfre
Quick answers generated from the profile data available on this page.
What company does Emily Dixon, Cfp®, Cfre work for?
Emily Dixon, Cfp®, Cfre works for The Trust Co.
What is Emily Dixon, Cfp®, Cfre's role at The Trust Co?
Emily Dixon, Cfp®, Cfre is listed as Vice President at The Trust Co.
What is Emily Dixon, Cfp®, Cfre's email address?
AeroLeads has found 1 work email signal at @ksu.edu for Emily Dixon, Cfp®, Cfre at The Trust Co.
Where is Emily Dixon, Cfp®, Cfre based?
Emily Dixon, Cfp®, Cfre is based in Manhattan, Kansas, United States while working with The Trust Co.
What companies has Emily Dixon, Cfp®, Cfre worked for?
Emily Dixon, Cfp®, Cfre has worked for The Trust Co, Kansas State University Foundation, and Baxter & Associates, Inc.; Sii Investments, Inc..
Who are Emily Dixon, Cfp®, Cfre's colleagues at The Trust Co?
Emily Dixon, Cfp®, Cfre's colleagues at The Trust Co include Zac Hirschey, Kirsten Ouellette, Garrett Jackson, Cfp®, Affp, Ashley Martinek, and Chris Hunter.
How can I contact Emily Dixon, Cfp®, Cfre?
You can use AeroLeads to view verified contact signals for Emily Dixon, Cfp®, Cfre at The Trust Co, including work email, phone, and LinkedIn data when available.
What schools did Emily Dixon, Cfp®, Cfre attend?
Emily Dixon, Cfp®, Cfre holds Graduate Certificate, Certified Financial Planner from Northwestern University.
What skills is Emily Dixon, Cfp®, Cfre known for?
Emily Dixon, Cfp®, Cfre is listed with skills including Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Sales, Leadership, Social Media, and Access.
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