As an account representative, Emma reviews our clients’ investment documentation for compliance with IRS regulations, and assists with ongoing account management. Her previous experience in retail and banking has made for a smooth transition to financial services at Next Generation, especially when it comes to working with individual customers and facilitating efficient transactions.
Emma has a Bachelor’s degree in Mathematics with a statistics emphasis from the University of Utah. This degree has taught her how to think critically and analyze different situations in a way that is useful in customer service. Emma loves taking care of her orange Tabby cat William, who purrs so loud he has earned the nickname Lawnmower. She is also an avid reader and enjoys a well-executed plot twist.