Kate Emling Email & Phone Number
Managing Principal, President | Focus on retirement and preparation for retirement @ EMICO Advisory Services
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Kate Emling Location
- Atlanta, GA, US
Kate Emling Work
- Managing Principal, President | Focus on retirement and preparation for retirement @ (July 2013 - Present)
- Managing Principal and President @ (January 2006 - Present)
- Regional Vice President, Retirement Specialist @ Householder Group Financial Advisors (January 2006 - January 2013)
- Senior VP, Fixed Income Sales and Trading @ First Albany Capital Inc. (January 2005 - January 2005)
- Director, Taxable Fixed Income Research and Sales @ Wachovia Capital Corp (formerly First Union Capital Markets) (January 1997 - January 2004)
- VP, High Yield Sales, Training, and Research @ Alex, Brown & Sons, Inc. (January 1990 - January 1997)
- High Yield Sales and Capital Markets @ Smith Barney, Harris, Upham & Co. (January 1988 - January 1990)
- Sales Analyst, High Yield Investments @ Shearson, Lehman Brothers, Inc. (January 1987 - January 1988)
- Senior Analyst @ Firestone Tire and Rubber Company (January 1981 - January 1987)
Kate Emling Education
- Miami University
Master of Business Administration (MBA)
- St. Bonaventure University
Bachelor of Science (BS) (Math Education)
Kate Emling Skills
- Estate Planning
- Cash Flow Analysis
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Debt Elimination
- Finance
- Process Improvement
- Financial Services
- Charitable Giving
- Risk Management
- Credit
- Financial Literacy Training
- Customer Service
- Financial Analysis
- Budgets
- Management
- Financial Reporting
- Tax Advantaged Investment Strategies
- Investment Management
Kate Emling Summary
- Kate Emling, based in Atlanta, GA, US, is currently a Managing Principal, President | Focus on retirement and preparation for retirement at EMICO Advisory Services. Kate Emling brings experience from previous roles at EMICO Advisory Services, Householder Group Financial Advisors, First Albany Capital Inc. and Wachovia Capital Corp (formerly First Union Capital Markets). Kate Emling holds a Master of Business Administration (MBA) @ Miami University. With a robust skill set that includes Estate Planning, Cash Flow Analysis, Retirement Planning, Financial Planning, Portfolio Management and more. Kate Emling has 6 emails and 6 mobile phone numbers on RocketReach.
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Atlanta, GA, US
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