AeroLeads people directory · profile
Emily Preiss Email & Phone Number
Client Services and Operations Associate
at
Bair Financial Planning
1 work email found
@ikasinternational.com
1 phone found area 012
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Services and Operations Associate
Location
San Diego, California, United States
Company size
Who is Emily Preiss? Overview
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Quick answer
Emily Preiss is listed as Client Services and Operations Associate at Bair Financial Planning, a with 4 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at ikasinternational.com, phone signal with area code 012, and a matched LinkedIn profile for Emily Preiss.
Emily Preiss previously worked as Client Services & Operations Associate at Bair Financial Planning and Client Services Assistant at Bair Financial Planning. Emily Preiss holds Ba, Global Studies from Uc Santa Barbara.
Company email context
Email format at Bair Financial Planning
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{first_initial}{last}@ikasinternational.com
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AeroLeads found 1 current-domain work email signal for Emily Preiss. Compare company email patterns before reaching out.
Profile bio
About Emily Preiss
I thrive in environments where I get to build things and bring the best out of people. Balancing strategic and tactical priorities is my sweet spot. With an entrepreneurial spirit, I have had transformational impact across global organizations and start-ups. I have a demonstrated track-record of working in sales, business development, recruitment, education management, admissions, career advisory, and operations. I was one of the founding members of the leadership team at Asia School of Business in collaboration with MIT Sloan. I’m frontier-minded, I like to think about where the world is heading, and I have invested a significant amount of my time developing new markets. My side hustle energy has been poured into building a community focused fitness business, Clubaloha. I’m an athlete, a curious explorer, and a firm believer in the mind-body-spirit connection.
Listed skills include Contract Negotiation, Technical Recruiting, Management, Account Management, and 25 others.
Current workplace
Emily Preiss's current company
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Bair Financial Planning
10 roles
Emily Preiss work experience
A career timeline built from the work history available for this profile.
Client Services & Operations Associate
Current
Dec 2023 - Present
Client Services Assistant
• Planning for Sustainable Wealth •Bair Financial Planning is a San Diego based independent wealth management firm founded over 30 years ago with clients located all over the country. The firm specializes in helping women in leadership, LGBTQ+ families and their allies, and progressive-minded business owners make important financial decisions that impact their future.Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Bair Financial planning are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the firm is registered to do business, please visit www.BairFinancialPlanning.com.
May 2023 - Dec 2023
Senior Director Of Admissions & Career Transformation
Asia School of Business (ASB) is a start-up global business school built in partnership between MIT Sloan School of Management and the Central Bank of Malaysia. I joined as the director or admissions and recruitment, with a large focus on sales, marketing and business development to help build the first 7 MBA classes for the school. I was eventually promoted to also support the career services and corporate development functions.
Aug 2021 - Oct 2022
Senior Director Of Admissions
Nov 2019 - Aug 2021
Director Of Admissions
Nov 2015 - Nov 2019
Co-Founder
www.clubaloha.coClubaloha is a community focused boutique fitness business in Kuala Lumpur and home to Aloha Cycle Club, Aloha Muscle Club, Aloha Vacay Club, and Aloha On-Demand.
Jan 2017 - Oct 2022
Associate Director, Recruitment
iKas International is a leading Global Financial Services Recruitment firm. I was hired to build the recruitment team and sales function during the start-up phase of the New York City office.
Aug 2011 - Apr 2014
Team Leader, Recruitment Consultant
I built the "Senior Appointments" recruitment vertical for Huxley's Banking Technology division in New York City, and was one of the top revenue generators for the firm globally. I specialized in recruiting world class talent for top investment banks and hedge funds, with a focus on business analysts, project and product managers.
Nov 2008 - Aug 2011
Intern
As part of the UCDC program, I spent a semester interning for the US State Department's Foreign Service Institute (Overseas Briefing Center) where we helped support members of the foreign service community prepare for their time abroad.
Sep 2005 - Dec 2005
4 education records
Emily Preiss education
Ba, Global Studies
Uc Santa Barbara
Master'S Degree, Global Economic History
The London School Of Economics And Political Science (Lse)
Master'S Degree, Global Studies
Leipzig University
Morning Brew Leadership Accelerator - Founding Cohort Member, Leadership
Learning @ Morning Brew
FAQ
Frequently asked questions about Emily Preiss
Quick answers generated from the profile data available on this page.
What company does Emily Preiss work for?
Emily Preiss works for Bair Financial Planning.
What is Emily Preiss's role at Bair Financial Planning?
Emily Preiss is listed as Client Services and Operations Associate at Bair Financial Planning.
What is Emily Preiss's email address?
AeroLeads has found 1 work email signal at @ikasinternational.com for Emily Preiss at Bair Financial Planning.
What is Emily Preiss's phone number?
AeroLeads has found 1 phone signal(s) with area code 012 for Emily Preiss at Bair Financial Planning.
Where is Emily Preiss based?
Emily Preiss is based in San Diego, California, United States while working with Bair Financial Planning.
What companies has Emily Preiss worked for?
Emily Preiss has worked for Bair Financial Planning, Asia School Of Business, Clubaloha, Ikas International, and Huxley.
Who are Emily Preiss's colleagues at Bair Financial Planning?
Emily Preiss's colleagues at Bair Financial Planning include Marci Bair, Cfp ® (She/Her).
How can I contact Emily Preiss?
You can use AeroLeads to view verified contact signals for Emily Preiss at Bair Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Emily Preiss attend?
Emily Preiss holds Ba, Global Studies from Uc Santa Barbara.
What skills is Emily Preiss known for?
Emily Preiss is listed with skills including Contract Negotiation, Technical Recruiting, Management, Account Management, Business Analysis, Sales Management, Project Management, and Leadership.
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