As the Operations Manager, Emily is responsible for end-to-end processing and servicing of customer transactions, and assuring that the back-office operations and systems at KWB Wealth Managers run efficiently and effectively. She supports the Chief Wealth Managers and directly supervises all support staff employees.
Emily has worked in the financial services industry since 1992. Prior to joining KWB Wealth Managers Group in 1996, she worked at TSI Financial, Royal Alliance and at Dean Witter Reynolds. Emily has gained valuable experience in a variety of operational and administrative roles. She strives to utilize that experience to help insure our clients receive the best service possible.
Emily and her husband, Sal, are lifelong residents of Redlands. They have three children and one grandson. Wine tasting, traveling and spending time with family and friends top her list of favorite activities.