Emma Morrissey
About Emma Morrissey
Emma Morrissey is a Relationship Manager at Guideline in Portland, Maine, with a diverse background in financial services and communications.
Current Position at Guideline
Emma Morrissey has been serving as a Relationship Manager at Guideline since 2021. She operates out of Portland, Maine, United States. In this role, she is responsible for managing client relationships and ensuring client satisfaction. Her expertise in financial services and previous experience in similar roles makes her an asset to the company. Morrissey's current responsibilities likely include client liaison, account management, and ensuring client goals align with the services provided.
Employment History at Columbia Threadneedle Investments
Prior to joining Guideline, Emma Morrissey worked at Columbia Threadneedle Investments in the United States. She started as a Regional Sales Director from 2018 to 2020, where she spent two years in Boston, Massachusetts, managing sales strategies and client relations for her region. In 2020, she transitioned to the role of Internal Advisor Consultant, serving for a year until 2021. Her responsibilities in these roles included advising internal stakeholders, managing adviser relationships, and developing sales strategies to meet company objectives.
Past Role at Eaton Vance
Emma Morrissey worked as a Mutual Fund Services Representative at Eaton Vance from 2017 to 2018 in Boston, Massachusetts. During her year-long tenure, she was primarily responsible for providing support and services related to mutual funds. Her role likely involved dealing with client inquiries, processing transactions, and ensuring the smooth operation of mutual fund services.
Educational Background
Emma Morrissey attended St. Lawrence University from 2013 to 2017, where she studied Business/Corporate Communications and earned a Bachelor’s Degree. Her education provided her with a strong foundation in communication, business principles, and corporate practices. Before attending university, she completed her high school education at Glens Falls High School, where she studied from 2009 to 2013.
Early Career and Internships
Emma Morrissey's early career includes a variety of internships and entry-level positions which contributed to her diverse skill set. She was a Financial Services Intern at Fidelity Investments in 2016, and a Research Intern for the Retail & Consumer Practice at Russell Reynolds Associates the same year. Additionally, she served as an Administrative Intern at Behan Communications, Inc. in 2015. These roles, along with other positions such as Admissions Clerical Assistant at St. Lawrence University and Dock Manager at Yankee Boating Center, helped her gain valuable experience in different facets of the business and financial sectors.