Director of Operations and Associate Advisor @ (December 2021 - September 2025)
Director of Operations @ (December 2021 - September 2025)
Portfolio Manager Assistant @ (April 2004 - December 2021)
Portfolio Manager @ (April 2004 - December 2021)
Financial Planner Assistant and Tax Professional @ The Advisory Team (February 2003 - April 2004)
Financial Planner @ The Advisory Team, LLC (January 2003 - January 2004)
Paraplanner @ Foster and Motley, Inc. (June 2001 - January 2003)
Paraplanner @ (January 2001 - January 2002)
State and Local Tax @ (June 1999 - June 2001)
Staff @ (January 1999 - January 2001)
Emily Shewmaker Education
Thomas More University
BA (Accounting, Business Administration)
1995-1999
St. Mary's grade school
Bachelor of Arts (Accounting)
1999
Emily Shewmaker Skills
Finance
Wealth Management
Portfolio Management
Estate Planning
Retirement Planning
Asset Management
Strategic Financial Planning
Financial Analysis
Asset Allocation
Investments
Tax Preparation
Financial Reporting
Wealth Management Services
Asset Managment
Accounting
Bloomberg
Fixed Income
Financial Planning
Tax
Emily Shewmaker Summary
Emily Shewmaker, based in Newport, KY, US, is currently a Chief Operating Officer at MunninghoffLange CPAs & Advisors. Emily Shewmaker brings experience from previous roles at Premier Planning Group, Inc. and Johnson Investment Counsel. Emily Shewmaker holds a 1995 - 1999 BA in Accounting, Business Administration @ Thomas More University. With a robust skill set that includes Finance, Wealth Management, Portfolio Management, Estate Planning, Retirement Planning and more. Emily Shewmaker has 2 emails and 3 mobile phone numbers on RocketReach.
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