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Emily Polk

CSA

Emily Polk is an accomplished Portfolio Manager Assistant with over 19 years of experience in the financial services industry, driving business development and creating tailored financial solutions for clients.

Her expertise lies in automating processes to efficiently manage large account volumes while ensuring top-notch quality standards and regulatory compliance.

Emily is passionate about forging long-term professional relationships with clients and aiding them in achieving their financial objectives.

She holds a Bachelor's Degree in Liberal Arts and Sciences/Liberal Studies from Columbia College, and has previous experience in organizations such as Meketa Investment Group, Concord Asset Management, and The PrivateBank.

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Location

Greater Chicago Area