Emma Russell
Client Associate at Virtus Wealth Solutions | West Virginia University Alumni | Former SMIF Analyst
- Role
- Client Services Associate at Virtus Wealth Solutions
- Location
- Morgantown, WV, US
- LinkedIn followers
- 500 followers
About Emma Russell
I am currently a Client Services Associate at Virtus Wealth Solutions, where I began in…
Experience
Client Services Associate
May 2024 — Present · Morgantown, WV, US
Design equity sleeves for client portfolios with specialized focus on AI technology and high dividend yield strategies- Employ analytical skills to identify investment opportunities tailored to client risk profiles- Collaborate in the development of comprehensive financial plans by inputting and analyzing financial data- Utilize advanced financial modeling techniques to forecast outcomes- Conduct rigorous valuations of companies using a blend of technical analysis and fundamental analysis
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