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Emily Phillips

Biography

Emily has a background in Management Consulting and Information Technology where she demonstrated talent in the areas of software, enterprise planning and architecting custom solutions for clients. Emily partners with her clients to understand their specific financial environment, priorities and vision for the future. She places a high level of importance on client communications to better understand individual concerns, to discuss goals and stay up to date on life events in order to create the best possible financial plans and investment strategies.

As a community activist investor, Emily currently serves on the National Board of Directors for the Executive Women Golf Association as Treasurer, the Board of Directors for Professional Dimensions as the VP of Programming. Emily is a 2017 Milwaukee Business Journal 40 under 40 award recipient and a 2016 UWM Tedx speaker. She passionately engages in a variety of charities, donating time and energy to the greater Milwaukee community.

LinkedIn: https://www.linkedin.com/in/emilyrosephillips/

Publication: https://www.wealthmanagement.com/people/cold-call-emily-phillips

                https://onwallstreet.financial-planning.com/magazine/on-wall-street-august-2015

 

Ideabase

Tags: Topics: Pensiero Pratico,Agile
Country: United States
Language: English

Video Youniversity

Agile Leadership: Preparing for an Unconventional Career Path | Emily Phillips | TEDxUWMilwaukee

How do you navigate life without knowing all of the answers? How do you transition from student to expert? We live in a rapidly changing environment where technology accelerates the pace of interactions and expectations of knowledge. The new normal demands versatile and adaptive talent to handle the ambiguities life presents us; learning how to be fearless in the face of unknowns provides us the ability to unlock success in our careers as modern day change agents. This talk will outline the benefits of not being afraid of what you don’t know and the advantages of living life as a leader in our community.