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Emily Agnew, AIF®

Emily Agnew, AIF®

Trade Specialist I

Followers of Emily Agnew, AIF®632 followers
location of Emily Agnew, AIF®Charlotte, North Carolina, United States

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  • Timeline

  • About me

    Director, WestEnd Advisors, LLC

  • Education

    • University of North Carolina at Wilmington

      2004 - 2008
      Bachelor of Science Business Administration; Marketing

    • University of North Carolina Wilmington

      2004 - 2008
      B.S. Business Administration B.A. Communication Studies Marketing

      Activities and Societies: Chi Omega

  • Experience

    • Bank of America

      Dec 2008 - Dec 2009
      Trade Specialist I

    • JIANGSU ROYAL HOME U.S.A Inc

      Dec 2009 - Sept 2011
      Assistant Account Executive

    • Wells Fargo Private Bank

      Jan 2012 - Mar 2013
      Wealth Management Associate

    • Dimensional Fund Advisors

      Jul 2019 - Oct 2021
      Associate, Institutional Retirement

    • WestEnd Advisors

      Nov 2021 - now

      • Director

        Jan 2024 - now

      • Associate Director

        Nov 2021 - now

  • Licenses & Certifications

    • AIF

      Fi360, A Broadridge company

    • Series 63

      FINRA

    • Series 65

      FINRA
      Dec 2021

    • Series 7

      FINRA

  • Volunteer Experience

    • DCIIA Diversity Equity & Inclusion Committee

      Issued by Defined Contribution Institutional Investment Association (DCIIA) on Jun 2020
      Defined Contribution Institutional Investment Association (DCIIA)Associated with Emily Agnew, AIF®