With work experience over two years, this professional is nowadays working at Xy Planning Network which is based in 311 as a Director of Xy Tax Solutions. Emily received his education from 2018 to 2020 at the Kansas State University. This expert has received certifications in : Certified Financial Planner™, Enrolled Agent (Ea), and Client Psychology. Emily Purdon is located in Washington, DC. To contact directly with Emily, you can search for their phone number or e-mail or get further information by requesting access to the person's additional details.
Name variants:
Emilie Purdon,
Emilia Purdon,
Emely Purdon,
Emilee Purdon,
Emmalee Purdon,
Em Purdon,
Emmy Purdon,
Emmie Purdon,
Millie Purdon,
Milly Purdon,
Ellie Purdon,
Emma Purdon,
Erma Purdon
Last updated May 12, 2024
Contact Information
Last Update
Jul 1, 2022
Email
em**@sbsbinc.com, ep**@sbsbinc.com
Location
Washington, DC
Company
Workplace
Colleagues
Work History
Graduate Teaching Assistant | Financial Planning
Manhattan, KS
from Dec 2019
Manager | Client Advisor
8444 Westpark Dr SUITE 610, Mclean, VA 22102
Jan 2019 — May 2019
Senior Associate | Financial Planner
8444 Westpark Dr SUITE 610, Mclean, VA 22102
Jan 2018 — Dec 2018
Associate | Financial Planning Analyst
8444 Westpark Dr SUITE 610, Mclean, VA 22102
Developed a thorough knowledge of SBSB's services, philosophies, and ideologies.
Created financial planning deliverables such as net worth statements, cash flow projections, insurance anal...
Jan 2016 — Dec 2017
Teaching Assistant | Financial Planning
Blacksburg, VA
Supported professor with administration of Financial Planning for Professionals, Retirement Planning, and Financial Planning Technology & Modeling
Co-authored syllabi to be presented for F...
Aug 2015 — Jan 2016
Financial Planning Intern | Summer 2015
8391 Old Courthouse Rd SUITE 203, Vienna, VA 22182
Attended client meetings, recorded diligent notes, updated CRM software, Junxure, and financial planning software, MoneyGuidePro, with relevant information
Assisted in preparation of compr...
Jun 2015 — Aug 2015
Financial Operations Intern | Summer 2014
100 north Riverside Plz, Chicago, IL 60606
Revised financial spreadsheets and forecasts
Updated the Long Range Business Plan (LRBP) for CFO
Conducted cost analysis on employees' expense report data
Consolidated and analyzed data ...
May 2014 — Aug 2014
Education
2018 — 2020
2018 — 2019
2011 — 2015
2007 — 2011
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Professor
Teaching Assistant
Educational Assistant Teacher
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Peer Mentoring
Leadership
Time Management
Planning and Organizing Skills
Teaching
FAQs about Emily Purdon
What is the main profession of Emily Purdon?
This professional's job is Director of Xy Tax Solutions
What are the main profession of This expert?
These person's professions are Executive and Director
Where does Emily Purdon live?
Emily Purdon lives in Washington, DC.
What is the professional's email?
The professional's email is em**@sbsbinc.com and ep**@sbsbinc.com.
How many companies did Emily Purdon work at?
The professional worked at eight jobs.
Where has Emily Purdon studied?
Emily studied at the Kansas State University from 2018 to 2020.
What are the certifications of Emily Purdon?
Emily Purdon received the following certifications: Certified Financial Planner™, Enrolled Agent (Ea), Client Psychology, and Certified Financial Plannerâ„¢.
What is professional industry that Emily Purdon worked in?
Emily works in Financial Services industry.