Emerald Advisors Team is proud to introduce Amy Alshihabi as our New Lead Client Administrator.
Amy and managing partner and founder, Michael Smith, have an established working relationship as Amy previously worked for Mike at Merrill before moving to New York. “I, personally, am excited to have Amy back in the family; she will be a powerful addition and complement the work we do for clients,” says Smith.
Amy joins the team with fifteen years of experience working at Merrill Lynch and UBS Financial Services. Amy brings an elevated level of professionalism to the role. Emerald looks to Amy as the main point of contact for many day-to-day operations (Electronic Funds Transfer, Wires, Account Maintenance, etc.). With her in-depth knowledge of the financial industry and high standard of customer care, we look forward to our clients receiving the value Amy brings. Amy earned a BA in Economics from the University of Washington, where she was a member of the Women’s Golf Team.
Amy enjoys spending time with her family exploring Brooklyn, NY. She loves to travel and enjoys live music. Amy supports humanitarian causes and volunteers with the United Nations Relief and Works Agency (UNRWA).
The Emerald Team is delighted to have Amy come on board!
Disclosure: Emerald Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.