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Emily Green — Head of Wealth Management · Ellevest · New York, New York, United States.
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About
With over a decade of experience in wealth management, I serve as Head of Wealth Management at Ellevest, where we empower women, families, and non-profits to align their financial goals with their values. My mission is to facilitate meaningful financial outcomes while fostering a culture of inclusivity and impact.
Experience
Head of Wealth Management | AdvisorCurrent
Ellevest · New York City Metropolitan Area
Oct 2017 – Present
Ellevest Private Wealth Management is the first investment firm created by women, for women. We help women, families, and non-profits to align their money to their values while achieving their financial goals.
Private Banker
J.P. Morgan · Greater New York City Area
Apr 2013 – Oct 2017
Worked with high net worth individuals and families to create personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, lending, trust and banking capabilities
Education
Skills
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