Emily joined Jim Moshenko at LPL Financial in 2005 to manage the office, handle customer inquiries and problem resolution. As Operations Manager, Emily is available to answer and assist clients with any service issues that arise. Emily believes that a strong relationship is essential to effectively care for every aspect of a client’s investment and retirement planning needs.
Experience
Over 30 years in the financial industry:
- Advisor Assistant, managing the day-to-day operations for a team of financial advisors
- Administrative Assistant, providing client service support and ensuring all operational needs are met
- Relationship Banker with a leading bank, with responsibilities in business banking and investment services
Personal
Emily enjoys spending time with family and friends along with photography and traveling.