Emily’s role as Operations and Records Specialist encompasses a variety of tasks such as helping to ensure the security, compliance, and retention of records. Throughout the year, she is one of the focal points to arrange conference and event details. She also acts as the New Client Coordinator, the initial point of contact for anyone interested in our services.
She joined the team in September 2018 when she was recommended by a Cetera Advisor Networks regional director in Southern California. After experiencing the sunshine and warmth for two years, she missed her Pacific Northwest home.
Growing up in the Bellevue area, it was an easy choice to attend the University of Washington, graduating with honors in 2016. Emily earned her bachelor’s degree in psychology with a minor in law, societies, and justice. While she initially wanted to become a psychologist, she found that she excelled in administrative support and pursued her strengths. Her professional career is just beginning and she is eager to learn and offer her skills to the team.
When Emily is not in the office, she enjoys spending time with her fiancé, friends, and family. They often bond over playing video games, watching television, and sharing delicious food. In the future, she hopes to travel to Japan, Taiwan, Italy, and many more locations!