Client Relationship Specialist, Seattle
Joining the Seattle team, Emily comes from experience in both the RIA as well as Brokerage setting. Emily works alongside Paul, Jaimi, Chris and Makenzie and is responsible for managing the day-to-day relationships of closely held business owners, C-suite executives and high net worth families. Prior to Cresset, she played a key role with her previous Advisor Team at Oppenheimer. Like the typical NW person, in her spare time you’ll find her in the outdoors either hiking, climbing, or skiing.