Emily Richard
Boston, Massachusetts, United States
2K followers
500+ connections
About
As a Vice President and Investment Specialist at J.P. Morgan Private Bank, I offer…
Activity
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The yield curve is making waves. Last week, it continued to bull steepen, meaning that short-term yields dropped more than long-term ones. Here’s the…
The yield curve is making waves. Last week, it continued to bull steepen, meaning that short-term yields dropped more than long-term ones. Here’s the…
Liked by Emily Richard
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A Transformational Experience at the 2024 All In Summit It’s not often that your perspectives are completely reshaped in just a few days. But that’s…
A Transformational Experience at the 2024 All In Summit It’s not often that your perspectives are completely reshaped in just a few days. But that’s…
Liked by Emily Richard
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I recently had the incredible opportunity to attend the All-In Summit in Los Angeles, where I connected with some of the most brilliant and driven…
I recently had the incredible opportunity to attend the All-In Summit in Los Angeles, where I connected with some of the most brilliant and driven…
Liked by Emily Richard
Experience
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Education
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Bentley University
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Activities and Societies: Non-Profit Society Executive Board (Public Relations) Panhellenic Council Executive Board (Secretary) Phi Sigma Sigma Zeta Delta Chapter Executive Board (Membership Recruitment Chair) Phi Sigma Sigma Executive Council (Social Committee, Recruitment Team Committee, Sports Director) Bentley University Women’s Varsity Tennis Team Teacher’s Assistant at First Trinitarian Congregational Church Relay for Life Fundraiser American Breast Cancer Foundation Fundraiser ALS Foundation Fundraiser
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Licenses & Certifications
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Series 66
FINRA
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Series 7
FINRA
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SIE
FINRA
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Volunteer Experience
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Volunteer
Appalachian Service Project
- 1 month
Poverty Alleviation
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Volunteer
Appalachian Service Project
- 1 month
Poverty Alleviation
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Religious Education Teacher
First Trinitarian Congregational Church UCC
Children
Courses
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Advanced Managerial Finance
FI 307
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American Cities in Literature
LIT 371
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Business Processes and Systems
GB 310
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CFA Level III Candidate
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Cost Management
AC 310
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Honors Internship in Finance
FI 421
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International Business Ethics
PH 133
Honors & Awards
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AP Scholar Award
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Dean's List
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Honor Roll
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National Honor Society
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President's Scholarship
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Test Scores
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CFA Exam Level II
Score: Passed
Passed Level II of the CFA Program
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CFA Exam Level I
Score: Passed
Passed Level I of the CFA Program
More activity by Emily
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Waymo is working to build the world's most trusted driver. That's their motto, but what really blew my mind listening to Tekedra N. Mawakana speak…
Waymo is working to build the world's most trusted driver. That's their motto, but what really blew my mind listening to Tekedra N. Mawakana speak…
Liked by Emily Richard
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Celebrating 3 years at J.P. Morgan Private Bank
Celebrating 3 years at J.P. Morgan Private Bank
Liked by Emily Richard
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All-In Summit 2024: An Incredible Day 2. We were all glued to our chairs yet again — 4+ hours in the afternoon alone — with the insights, the…
All-In Summit 2024: An Incredible Day 2. We were all glued to our chairs yet again — 4+ hours in the afternoon alone — with the insights, the…
Liked by Emily Richard
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