Emily Perkins Email & Phone Number

Seattle, WA, US

Berkeley, CA, US

• Completed the CFP Certification Education Program through UC Berkeley.Class 1: Fundamentals of Financial Planning and Insurance
• The first course lays a foundation for financial services professionals, covering the financial planning process, communication best practices, time value of money, and the legal, ethical, and regulatory aspects of.
• This course introduces investment planning and portfolio management, covering diversification, risk and return metrics, asset types, alternative investments, and behavioral finance applications in client work.Class 3.
• This course introduces individual income tax fundamentals, focusing on 1040 tax return calculations, gross income inclusions/exclusions, and deductions like IRA contributions and business expenses. Topics include.
• This course covers retirement planning and employee benefits, including public and private plans, taxation, distribution rules, and plan types (qualified, non-qualified, and tax-advantaged). It also addresses employee.
• This course covers estate planning laws and strategies, including property interests, probate, gift tax, and aligning gifting with client goals. It examines the estate tax system, taxable estate calculations, and.

Seattle, Washington, US

• Proactively support multiple wealth advisors with developing financialand investment recommendations for new and existing clients.
• Analyze financial statements and data to develop custom strategiesutilizing portfolio analysis tools and planning software.
• Build and create tax reports using software to identify areas of taxplanning opportunities.
• Actively participate in prospective client meetings from discovery toimplementation.
• Collaborate across teams to assist with a wide range of client scenarios.
• Engage with outside professional vendors and external providers to bringadditional knowledge and resources to our clients.

Milwaukee, WI, US

• Build rapport and foster long-term relationships with clients by holistically understanding their goals.
• Engage with outside professional vendors and external providers to bring additional knowledge and resources to our clients.
• Compile and analyze client data to develop financial plans using proprietary planning software.
• Educate clients on key financial, investment and risk management concepts across mutual funds, asset allocation strategies, and tax gain/loss analysis.
• Perform annual & semi-annual review meetings with existing clients to update their financial plans.

Milwaukee, WI, US

• Life and Health Series 7 and 63
• Reached out to referrals and existing clients to schedule meetings for the advisor.
• Developed and managed the onboarding process for new clients from start to finish.
• Supported the delivery of ongoing services to existing clients, respond to requests, and proactively update information for review meetings.
• Handled and documented case notes, meeting correspondence and updated client case files.
• Collaborated with advisors and team members on a daily basis to track inventory and helped to resolve any workflow bottlenecks.

Saint Paul, Minnesota, US

• Supported our initial outreach program by calling local households and businesses to bring awareness of our services to the community.
• Created marketing and presentation materials for our mortgage lenders and private wealth management teams.
• Greeted clients upon arrival and managed the flow of appointments.
• Handled deposits, withdrawals, money orders, cashier and traveler’s checks and credit card advances.

Milwaukee, WI, US

• Analyzed stock market performance.
• Built financial reports using MoneyGuide Pro.
• Researched mutual funds and gave recommendations.
• Assisted in client event planning.
• Completed marketing projects for the local branch office. www.bairdlacrosse.com

La Crosse, WI - Wisconsin, US

• Designed newsletters/flyers/brochures
• Administered and marketed through social media sites
• Monthly reporting on marketing statistics
• Coordinated the annual ME-PD November Conference
• Created marketing research surveys through Qualtrics
• Came up with new strategies to target specific markets

La Crosse, WI - Wisconsin, US

• Guided and mentored thirty college residents
• Planned and organized social, educational, and diversity programs for up to 280+ residents
• Created publicity for numerous programs using Microsoft Suite
• Administered community meetings
• Mediated roommate and hall conflicts
• Worked closely with the staff team and hall director

New York, NY, US

• Interacted with customers to find needs and wants
• Recognized for excellent customer service
• Trained monthly in loss prevention
• Handled large financial transactions daily
• Assisted customers who primarily spoke Spanish

Prairie Du Sac, WI, US

• Culver’s, Portage, WI
• Gained valuable knowledge in customer service.
• Managed several transactions daily.

• Taught figure skating skills to all ages
• Worked in large groups or one-on-one with students
• Assessed student's skills at the end of the session

• Designed custom beaded bracelets, earrings, lanyards, and necklaces
• Sold products in local outlets

Bachelor Of Science (B.S.), Finance And Spanish

Finance, Finance And Spanish

Accounting And Business/Management