Bringing over five years of experience with client services, Emily focuses on ensuring excellent client experience while delivering tailored solutions.
Joined Lido: 2019
Homebase: Dallas, TX
Professional Focus: Emily enjoys providing higher level financial planning guidance to clients, while also discussing the market and fielding various client questions.
Education: BA, Applied Mathematics, American University
Previous Work Highlights: Emily was a financial analyst for Goldman Sachs Private Wealth Management.
Personal Facts: Outside of work, she enjoys playing pickle ball, spending time with her fiancé and dog, baking, and taking on DIY projects.
