Emily Einwalter Email & Phone Number
Senior Financial Planner @ The Advocate Group
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Emily Einwalter Location
- Saint Paul, MN, US
Emily Einwalter Work
- 2025 -now Senior Financial Planner @
- 2017 -2025 Client Experience Advisor, Financial Wellness @ The KNW Group
- 2017 -2025 Advisor, Wealth Management @
- 2017 -2017 Edward Jones @
- 2015 -2016 Vice President, Client Relations @ Cornerstone Capital Management LLC
- 2013 -2015 Vice President, Operations @ Cornerstone Capital Management LLC
- 2006 -2013 Director of Business Operations @ Cornerstone Capital Management LLC
- 2002 -2006 Registered Financial Associate @
Emily Einwalter Education
- University of St Thomas
Master of Business Administration (Business Administration, Management)
2012-2016 - Iowa
Bachelor of Arts (Economics)
1997-2001 - Turkey Valley High School 1994-1997
Emily Einwalter Skills
- Client Relations
- Investor Relations
- Financial Reporting
- Project Management
- Portfolio Administration
- Leadership
- Process Improvement
- Corporate Social Responsibility
- Marketing
- Investments
- Equities
- Mutual Funds
- Series 7
- Cash Management
- Asset Management
- Securities
- Management
- Portfolio Management
- Customer Service
- Financial Analysis
- Asset Allocation
- Cross-functional Team Leadership
- Valuation
- Risk Management
- Strategic Planning
- Finance
- Microsoft Office
- Microsoft Excel
- Trading
- Public Speaking
- Team Building
- Leadership Development
- Budgets
- Analytical Skills
- Accounting
- Business Analysis
- Resource Management
- Customer Relationship Management (CRM)
- Bloomberg
- Customer Relationship Management Crm
- Cross Functional Team Leadership
- Customer Relationship Management
Emily Einwalter Summary
- Emily Einwalter, based in Saint Paul, MN, US, is currently a Senior Financial Planner at The Advocate Group. Emily Einwalter brings experience from previous roles at The KNW Group, NFP, Edward Jones and Cornerstone Capital Management LLC. Emily Einwalter holds a 2012 - 2016 Master of Business Administration in Business Administration, Management @ University of St Thomas. With a robust skill set that includes Client Relations, Investor Relations, Financial Reporting, Project Management, Portfolio Administration and more. Emily Einwalter has 1 emails and 1 mobile phone numbers on RocketReach.
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