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Emily Sweet, Cfa Email & Phone Number

Strategy/Business Development/Relationship Management/Marketing/Analytics at Wellington Management
Location: Wakefield, Massachusetts, United States 7 work roles 3 schools
1 work email found @mindspring.com 2 phones found area 617 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email e****@mindspring.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wellington Management
Role
Strategy/Business Development/Relationship Management/Marketing/Analytics
Location
Wakefield, Massachusetts, United States
Company size
3027 employees

Who is Emily Sweet, Cfa? Overview

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

Quick answer

Emily Sweet, Cfa is listed as Strategy/Business Development/Relationship Management/Marketing/Analytics at Wellington Management, a company with 3027 employees, based in Wakefield, Massachusetts, United States. AeroLeads shows a work email signal at mindspring.com, phone signal with area code 617, and a matched LinkedIn profile for Emily Sweet, Cfa.

Emily Sweet, Cfa previously worked as Vice President, Portfolio Advisor at Wellington Management and VP, Associate Investment Director at Loomis, Sayles & Company. Emily Sweet, Cfa holds Bs, Economics And French, Gpa: 3.88 from Fairfield University.

Company email context

Email format at Wellington Management

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

*@mindspring.com
68% confidence

AeroLeads found 1 current-domain work email signal for Emily Sweet, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Emily Sweet, Cfa

•Experienced financial services professional focused on consulting, strategy, sales, and marketing•Skilled relationship builder•Unique ability to identify people and investment product challenges and implement solutions•Deep written and verbal communication experience•Strong analytical skills with aptitude for numbers

Listed skills include Investments, Mutual Funds, Asset Management, Hedge Funds, and 14 others.

Current workplace

Emily Sweet, Cfa's current company

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

Wellington Management
Wellington Management
Strategy/Business Development/Relationship Management/Marketing/Analytics
boston, massachusetts, united states
Website
wellington.com
Employees
3027
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Company profile
View company profile Email format
7 roles

Emily Sweet, Cfa work experience

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

Vice President, Portfolio Advisor

Current
Wellington Management

Boston, Massachusetts, United States

Jun 2022 - Present

Vp, Marketing Director

Arnold Worldwide

Boston, Massachusetts

  • Consulted across financial services practice to manage clients' strategies and needs
  • Role ended due to large client departure
Sep 2017 - Dec 2017

Senior Analyst

Cerulli Associates

Boston

  • Authored and managed Cerulli’s flagship research report (top revenue generator) covering industry trends, investment product use, and regulatory environment
  • Expanded relationships with industry executives by 30%, bolstering credibility of published research
  • Led six month consulting engagement, produced white paper, and represented Cerulli at industry conference and with online news outlets
  • Discussed research with financial press, quoted in online publications
Mar 2016 - Sep 2017

Vice President, Product Strategist - Energy And Multi-Asset

Blackrock

Boston, MA And Princeton, NJ

  • Educated relationship managers and clients on investment process and portfolio activity(extension of portfolio management team)
  • Established and maintained relationships with key internal stakeholders
  • Managed $1B+ relationship with key sub-advisory client; grew AUM by 25%
  • Led initiative to retain key clients during hedge fund restructure, met goals of 20% cashdistribution and client satisfaction
  • Developed, maintained and oversaw marketing materials for retail and institutional clients, including customized written performance analysis and RFPs
  • Collaborated with marketing and sales teams to develop strategy, marketing, and sales plan for new products
Apr 2007 - May 2013

Internal Wholesaler - Us Retail

Blackrock

Boston, MA

  • Proactively engaged financial advisors to solve product and services needs
  • Promoted business growth via cross selling and prospecting
  • Identified and resolved client issues; built trust and credibility with clients
  • Won 2006 Best Wholesaler Partnership award and 2005 Sales Desk Rookie of the Year
Jun 2005 - Apr 2007

Retail Sales And Marketing

Gamco Investors, Inc. (Formerly Gabelli Asset Management)

Rye, NY

  • Helped clients solve account issues and understand investment products
  • Escalated client problems to appropriate contacts at custodian and transfer agent
  • Prospected for new clients
  • Helped organize and market two new fund launches, presented and traveled with CEO
Jun 2003 - Jun 2005
Team & coworkers

Colleagues at Wellington Management

Other employees you can reach at wellington.com. View company contacts for 3027 employees →

DD David Duseau, Cfa David Duseau, Cfa Colleague at Wellington Management Walpole, Massachusetts, United States, United States View → SC Samantha Cover Samantha Cover Colleague at Wellington Management Boston, Massachusetts, United States, United States View → EB Erin Ballard Erin Ballard Colleague at Wellington Management Boston, Massachusetts, United States, United States View → BV Benjamin Van Paassen Benjamin Van Paassen Colleague at Wellington Management Boston, Massachusetts, United States, United States View → NB Nick Booth Nick Booth Colleague at Wellington Management Hong Kong SAR, Hong Kong View → MH Michael Henry Michael Henry Colleague at Wellington Management Boston, Massachusetts, United States, United States View → BO Belinda O'Loughlin Belinda O'Loughlin Colleague at Wellington Management Worcester County, Massachusetts, United States, United States View → SM Sonu Mehta Sonu Mehta Colleague at Wellington Management United States, United States View → AB Alison B. Alison B. Colleague at Wellington Management Boston, Massachusetts, United States, United States View → HB Ham Burger Ham Burger Colleague at Wellington Management St Paul, Minnesota, United States, United States View →
3 education records

Emily Sweet, Cfa education

Education record

Pomfret School
FAQ

Frequently asked questions about Emily Sweet, Cfa

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

What company does Emily Sweet, Cfa work for?

Emily Sweet, Cfa works for Wellington Management.

What is Emily Sweet, Cfa's role at Wellington Management?

Emily Sweet, Cfa is listed as Strategy/Business Development/Relationship Management/Marketing/Analytics at Wellington Management.

What is Emily Sweet, Cfa's email address?

AeroLeads has found 1 work email signal at @mindspring.com for Emily Sweet, Cfa at Wellington Management.

What is Emily Sweet, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 617 for Emily Sweet, Cfa at Wellington Management.

Where is Emily Sweet, Cfa based?

Emily Sweet, Cfa is based in Wakefield, Massachusetts, United States while working with Wellington Management.

What companies has Emily Sweet, Cfa worked for?

Emily Sweet, Cfa has worked for Wellington Management, Loomis, Sayles & Company, Arnold Worldwide, Cerulli Associates, and Blackrock.

Who are Emily Sweet, Cfa's colleagues at Wellington Management?

Emily Sweet, Cfa's colleagues at Wellington Management include David Duseau, Cfa, Samantha Cover, Erin Ballard, Benjamin Van Paassen, and Nick Booth.

How can I contact Emily Sweet, Cfa?

You can use AeroLeads to view verified contact signals for Emily Sweet, Cfa at Wellington Management, including work email, phone, and LinkedIn data when available.

What schools did Emily Sweet, Cfa attend?

Emily Sweet, Cfa holds Bs, Economics And French, Gpa: 3.88 from Fairfield University.

What skills is Emily Sweet, Cfa known for?

Emily Sweet, Cfa is listed with skills including Investments, Mutual Funds, Asset Management, Hedge Funds, Portfolio Management, Series 7, Fixed Income, and Alternative Investments.

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