Emily R. Phillips
Finance Geek | Community Shareholder | Bullish on Humanity
- Role
- Financial Advisor at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Emily R. Phillips
Emily Philips is a financial advisor and managing partner of the Phillips Ristau Group, a wealth management team at Baird. Prior to joining the financial services industry, Emily had an unconventional path and worked in a variety of industries including management consulting, information technology, advertising, and marketing. Her unique background enables Emily to serve her clients in creative ways given her innate curiosity, desire to learn and capacity to adapt to change.In addition to her day job, Emily is also actively involved in the business and nonprofit community; she serves on several business advisory and nonprofit boards. Emily is deeply committed to a variety of charities investing time and energy to the greater Milwaukee community. When she puts on her Peter Pan hat, she loves to skateboard, play golf, compete in triathlons, and a variety of other sports.Emily was a speaker at the 2016 TEDxUWMilwaukee I Am We Are event. She is also one of the 2017 Milwaukee Business Journal 40 Under 40 award recipients and the 2018 OneMKE Driver of Diversity Professional of the Year award recipient. Although the awards demonstrate her involvement in making the world a better place, the driving force in her quest for World Domination 4 Good is because she has a passion for people, especially the underdogs.
Experience
Financial Advisor
Dec 2013 — Present
The Drosner Phillips Group advises and educates clients in all phases of the wealth management process through financial and legacy planning. We guide high-net-worth individuals, corporate executives and families through all market cycles, led by an understanding of their unique situations and a commitment to keep their best interests first. Through the financial blueprint process we set goals for financial independence. Partnering with Baird, we have world-class resources and deep expertise to support our goal to provide the very best advice and service in important areas, including- Portfolio management - Planning for retirement - Cash Flow - Estate & legacy planning services - Saving for higher education - Investment tax planning
Education
University of Wisconsin-Milwaukee
Bachelor of Arts (B.A.), History, Sociology
1999 — 2007
Harvard Business School
U.S. Competitive Project | Young American Leaders Program , Civic Engagement
2021 — 2021
Skills
- Writing
- Financial Modeling
- Financial Planning
- Information Technology
- Cold Calling
- Leadership
- Marketing Communications
- Account Management
- Change Management
- Process Improvement
- Budgets
- Business Development
- Program Management
- Customer Relationship Management (Crm)
- Agile Methodologies
- Management
- Team Building
- Problem Solving
- Proposal Writing
- Contract Negotiation
- Energetic Self-Starter
- Customer Relations
- Strategy
- Building Relationships
- Sales Operations
- Customer Service
- New Business Development
- Sales Presentations
- Social Networking
- Creative Solutions
- Business Strategy
- Strategic Planning
- Negotiation
- Sales
- Business Analysis
- Sourcing
- Conflict Resolution
- Proposal Coordination
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