Emily Kling
Wealth Associate @Legacy Private Trust Company
Neenah, WI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2024 — Present
Wealth Associate @Legacy Private Trust Company
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Rotational role at Legacy Private Trust Company with hands-on experience in trust administration, investment management, financial planning, and client services. Supported advisors and clients in wealth preservation strategies while deepening knowledge of fiduciary services, estate planning, and financial operations. Focused on strong client relationships and seamless administration.
EDUCATION
2021 — 2023
University of Wisconsin-Whitewater
Bachelor's degree
ABOUT EMILY KLING
I am honored to cultivate my career at Legacy Private Trust, a distinguished wealth…
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