Emily Purdon

Director of Operations @Brooklyn Fi

Bozeman, MT, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2022 — Present

Director of Operations @Brooklyn Fi

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EDUCATION

2018 — 2020

Kansas State University

M.S., Personal Financial Planning, 4.0

2018 — 2019

Kansas State University

Graduate Certificate, Financial Planning and Services, 4.0

2011 — 2015

Virginia Polytechnic Institute and State University

Bachelor of Science (B.S.), Finance, 3.75

ABOUT EMILY PURDON

Emily is the Director of Operations at Brooklyn Fi, a remote, fee-only financial planning firm. She leads the BKFi operations team, overseeing the firm\'s systems, processes, hiring, and people programs. She is a seasoned financial planning professional with over eight years of experience in client advisory, tax, financial planning, and coaching. Previously, Emily led XY Planning Network\'s in-house team of tax experts for two years, leveraging her experience as a financial planner with her talent for creating scalable processes. Emily is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Kansas State University, where she earned a master of science degree in personal financial planning and a certificate in financial therapy. Additionally, she completed the FPA Residency Program and served as a Teaching Assistant for KSU’s and Virginia Tech\'s financial planning programs. Emily has been recognized for her outstanding research, teaching, and leadership skills, winning multiple awards and honors from associations and academic institutions.

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