Helena Dempsey
Wealth Management at Empirical | UCLA Anderson MBA
- Role
- Associate Financial Advisor at Empirical Wealth Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Associate Financial Advisor
Jan 2024 — Present · Seattle, WA, US
Empirical provides comprehensive financial planning solutions for high-net-worth individuals. I work with tech executives on concentrated position management, tax optimization, and estate planning strategies.
Education
Cornell University
Bachelor of Arts (B.A.), Economics
2013 — 2017
UCLA Anderson School of Management
Master of Business Administration - MBA
2020 — 2022
Skills
- Data Analysis
- Microsoft Office
- Sales
- Statistics
- Microsoft Word
- Customer Service
- Research
- Marketing
- Budgeting
- Responsive Web Design
- Teamwork
- Microsoft Excel
- Powerpoint
- Editing
- Social Media
- Leadership
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