As a Client Service Analyst at Gresham, Emily provides support to the entire Client Service Team by working hand-in-hand with Associates to ensure excellent management of client accounts and investment decisions.
Emily joined Gresham in 2024 as a Client Service Analyst. Her role includes assisting with client relationship management, managing custodial accounts, executing investment transactions, and handling client paperwork.
Before joining Gresham, Emily previously held internships in Human Resources at Campbell Soup Company and an internship at Banker Investment Group in Indiana.
Outside of work, Emily likes going for long walks along the Lakefront Trail, reading Greek mythology and mystery books with a twist, and getting in as many beach days as she can (especially when she’s home in New Jersey).
Education Background
- B.S., Financial Counseling and Planning, Purdue University
- B.A., Spanish, Purdue University
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