Emily V's Location
Dallas, TX
Emily V's Work
- Account Executive @ Adaptation Financial™
- Account Executive @ Independent Insurance Broker
- Business Development Manager @ Meritize
- Client Relationship Manager @ Kforce Inc
- Financial Advisor and Organizational Development Specialist @ Legacy Planning Partners, LLC
- Bank Teller @ Arvest Bank
Emily V's Education
- University of Central Oklahoma
Bachelor's (Finance, minor in Financial Planning and Economics)
2011 - 2014
Emily V's Skills
- Banking
- Accounting
- Corporate Finance
- Financial Planning
- Portfolio Management
- Financial Modeling
- Managerial Finance
- Investments
- Finance
- Financial Accounting
Emily V's Summary
Emily V, is currently a Account Executive at Adaptation Financial™, bringing experience from previous roles at Independent Insurance Broker, Meritize, Kforce Inc and Legacy Planning Partners, LLC. Emily V holds a 2011 - 2014 Bachelor's in Finance, minor in Financial Planning and Economics @ University of Central Oklahoma. With a robust skill set that includes Banking, Accounting, Corporate Finance, Financial Planning, Portfolio Management and more, Emily V contributes valuable insights to the industry. Emily V has 1 email and 1 mobile phone number on RocketReach.
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