Emily Bone Email & Phone Number
Founding Partner @ Accelerated Equity Plans
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Emily Bone Location
- Salt Lake City, UT, US
Emily Bone Work
- 2022 -now Founding Partner @
- 2021 -2022 Director of Stock Plan Operations and Payroll @
- 2021 -2021 Vice President Relationship Management @
- 2018 -2021 Relationship Manager @
- 2017 -2018 Solutions Architect @
- 2016 -2017 Financial Advisor @
- 2013 -2016 Senior Stock Plan Administrator @
- 2011 -2013 Senior Service Manager @
- 2009 -2011 Branch Operations @ Bank of American Fork
- 2005 -2009 Image Processing Supervisor @ Bank of American Fork
Emily Bone Education
- Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA) (Finance)
2014-2016 - Santa Clara University
Certified Equity Professional (CEP)
2011-2013 - Utah Valley University
Bachelor of Science (BS) (Business Management in Finance & Banking)
2005-2010
Emily Bone Skills
- Teamwork
- Customer Support
- Customer Retention
- Communication
- Financial Advisory
- Tax
- Business-to-Business (B2B)
- Business Management
- 409A
- Equity Compensation
- Project Implementation
- Financial Reporting
- Payroll Administration
- International Tax
- Private Equity
- Management
- Investments
- Project Management
- Team Leadership
- Portfolio Management
- Customer Experience
- Finance
- Business Process Improvement
- Series 63
- Financial Services
- Securities
- Financial Analysis
- Equities
- Leadership
- Process Improvement
- Risk Management
- Mergers & Acquisitions
- Relationship Management
- Microsoft Office
- Corporate Finance
- Financial Planning
- Stock Market
- Budgeting
- Forecasting
- Analytics
- Financial Modeling
- Financial Accounting
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Customer Service
- Customer Relationship Management (CRM)
- Sales
- Cross-functional Team Leadership
- Team Building
- Public Speaking
- Financial Forecasting
- Banking
- Analytical Skills
- Data Analysis
- Data Entry
- Accounting
Emily Bone Summary
- Emily Bone, based in Salt Lake City, UT, US, is currently a Founding Partner at Accelerated Equity Plans. Emily Bone brings experience from previous roles at Liftoff Mobile, Morgan Stanley and E*TRADE. Emily Bone holds a 2014 - 2016 Master of Business Administration (MBA) in Finance @ Pepperdine University, The George L. Graziadio School of Business and Management. With a robust skill set that includes Teamwork, Customer Support, Customer Retention, Communication, Financial Advisory and more. Emily Bone has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Accelerated Equity Plans Employees
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