Emily Location
Dallas, TX, US
Emily Work
- 2022 - now Client Advisor | Partner @ Turtle Creek Wealth Advisors, LLC
- 2011 - 2022 Senior Vice President | Private Client Advisor @ Texas Capital Bank
- 2010 - 2021 Founder @ Giverosity, Inc.
- 2015 - 2018 Registered Representative @ Raymond James
- 2009 - 2011 Financial Analyst @ Discovery Management, Ltd
- 2007 - 2007 Accounting Intern @ Four Seasons Hotels and Resorts
Emily Education
- Southern Methodist University - Cox School of Business2005 - 2009
Emily Summary
Emily, based in Dallas, TX, US, is currently a Client Advisor | Partner at Turtle Creek. Emily brings experience from previous roles at Texas Capital Bank, Giverosity, Raymond James and Discovery Management, Ltd. Emily holds a 2005 - 2009 Southern Methodist University - Cox School of Business. With a robust skill set that includes Investment Management and more. Emily has 2 emails and 1 mobile phone numbers on RocketReach.
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Emily
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