Emily Email & Phone Number
Client Advisor | Partner @ Turtle Creek Wealth Advisors, LLC
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Emily Location
- Dallas, TX, US
Emily Work
- 2022 -now Client Advisor | Partner @
- 2011 -2022 Senior Vice President | Private Client Advisor @
- 2010 -2021 Founder @
- 2015 -2018 Registered Representative @
- 2009 -2011 Financial Analyst @ Discovery Management, Ltd
- 2007 -2007 Accounting Intern @
Emily Education
- Southern Methodist University - Cox School of Business 2005-2009
Emily Skills
- Investment Management
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 1 emails and 1 mobile phone numbers on RocketReach.
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Emily
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Emily
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Matt van Zandt
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