Anna Emerson
Team Operations Manager at Cahill Financial Advisors, Inc
Based in Minneapolis, United States
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Seniority
Manager
Department
Operations
Location
Minneapolis
Industry
Investment Management
Company size
22
Contact information
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a•••••••@cahillfa.com
Phone
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Background
About Anna Emerson
Anna has been with Cahill Financial Advisors for 7 years and works directly with Scott Oeth as Team Operations Manager providing operational and client support. Anna has worked in the Financial Services Industry for 18 years specializing in operations management and advisor support. Focus Maintain team systems and processes Manage team and client workflow Support advisors efforts to provide high quality services to their clients Assist in client planning process Portfolio trading execution Account processing and servicing Client services
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