Emma Frederick

Emma Frederick Email and Phone Number

Paraplanner @ McFee Financial Group
Madison, WI, US
Emma Frederick's Location
Madison, Wisconsin, United States, United States
About Emma Frederick

I am a student at the University of Wisconsin-Madison studying Personal Finance and am obtaining a certificate in Political Economy, Politics, and Philosophy as well as Entrepreneurship. I am originally from small-town Wisconsin, but I loved the environment and resources available in Madison, WI and I am so happy to be a Badger. From growing up in a small community, I have created bonds with people that I wish to build in my career. After college, I aspire to take the CFP Exam to become a Certified Financial Planner. My education at UW-Madison is preparing me to reach this goal.

Emma Frederick's Current Company Details
McFee Financial Group

Mcfee Financial Group

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Paraplanner
Madison, WI, US
Emma Frederick Work Experience Details
  • Mcfee Financial Group
    Paraplanner
    Mcfee Financial Group
    Madison, Wi, Us
    View
  • Wisconsin Union
    Student Event Lead
    Wisconsin Union Sep 2021 - Present
    Madison, Wisconsin, United States
    I coordinate with event planners to organize meetings and conferences at the university. This position has me adhere and enforce University-standard booking procedures. I communicate with clients through multiple channels regarding reservation details and event management.
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  • Pnc
    Asset Management Intern
    Pnc May 2024 - Aug 2024
    Milwaukee County, Wisconsin, United States
    In this role, I shadowed Relationship Strategists, Banking Advisors, Investment Advisors, Fiduciary Advisors, and Wealth Strategists. I completed a capstone project about presenting the bank's client experience and solutions they offer to senior leaders. I created market reports and client summaries to support new management as well.
    View
  • Lincoln Financial Network
    Planner Assistant
    Lincoln Financial Network Oct 2022 - May 2024
    Madison, Wisconsin, United States
    In this role, I used eMoney, Salesforce, and Excel to assist advisors with client meetings and projects. I helped with client communications, system organization, and assisted client service associates with account processes. This position allowed me to work under CFPs and shadow client meetings.
    View

Emma Frederick Education Details

Frequently Asked Questions about Emma Frederick

What company does Emma Frederick work for?

Emma Frederick works for Mcfee Financial Group

What is Emma Frederick's role at the current company?

Emma Frederick's current role is Paraplanner.

What schools did Emma Frederick attend?

Emma Frederick attended University Of Wisconsin-Madison.

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