Client Relationship Manager
Emily comes to Perspective Financial Group with experience in implementation, product management, and technical writing- all in the technology industry. Her experience with managing people, processes, and project outcomes made her a great fit for our Client Service Manager role. Within this role, she manages client relationships from inception and assists with the many kinds of transactions that might take place within a client account. She plays a key role in proactively communicating with our clients and ensuring that we stay on top of their needs. She is a vital part of Perspective Financial Group.
Emily graduated from Ball State University in December 2021 with a degree in organizational communications and a minor in Spanish. She takes dance classes and has a love for all things dance, flexibility, mobility, and mind-body connection. Emily loves animals and has a cat, and plans on getting more pets as circumstances allow. Emily has a passion for growth and connection and enjoys applying these passions to her role at Perspective Financial Group.