Emily is a key part of our East Coast presence focused on expanding our brand. Emily serves as a go-to resource for investors who would like to learn more about becoming clients of the firm and Financial Consultants at Charles Schwab in the northeast corridor. Her communication skills and her unique background in law and finance make her an ideal strategic resource for institutional and individual relationships. Emily has previous experience working with sophisticated individual and institutional clients at JPMorgan Chase & Co., Deloitte and Touche.
Emily holds dual degrees from Fairfield University. She graduated with a Bachelor of Science (BS) in International Business and a minor in Business Law, Regulations, and Ethics. She earned a Master of Business Administration (MBA) from the Dolan School of Business. While at Fairfield University, Emily maintained a distinction on the Dean’s Honor List and sang as a Soprano I in the Fairfield University Glee Club. Emily holds a membership with the Commercial Real Estate Finance Council (CREFC) and CREFC Women’s Network.
Aside from professional endeavors, Emily is a creative in various aspects. She has an appreciation for fashion and enjoys self-expression through style. As a result of her lifelong involvement in choir, dance, and theatre, Emily highly values experiencing the performing as well as visual arts. Above all, Emily prefers to spend her time surrounded by her loved ones.