Emily Zimmerman
About Emily Zimmerman
Emily Zimmerman is a Client Executive at Transamerica, where she has worked since 2018 in the Greater Milwaukee Area. She has a background in finance and human resources, having held various positions at Wells Fargo Advisors, Robert W. Baird, and Raymond James & Associates.
Work at Transamerica
Emily Zimmerman has served as a Client Executive at Transamerica since 2018. In this role, she is responsible for managing client relationships and providing financial solutions tailored to client needs. Her position is based in the Greater Milwaukee Area, where she has developed a strong understanding of the local market and client expectations.
Previous Experience in Financial Services
Before joining Transamerica, Emily Zimmerman worked at Wells Fargo Advisors as a Financial Consultant from 2009 to 2015. During her six years there, she gained extensive experience in financial planning and investment strategies. She also held a position as a Financial Advisor at Raymond James & Associates for nine months in 2015-2016, further enhancing her expertise in the financial services sector.
Background in Human Resource Management
Emily Zimmerman studied at the University of Wisconsin-Milwaukee, where she earned a Bachelor of Arts degree in Human Resource Management from the Lubar School of Business. Her education spanned from 2003 to 2009. Additionally, she completed the SHRM Learning System at the UW-Milwaukee School of Continuing Education, which provided her with a solid foundation in human resources.
Early Career and Internships
Emily Zimmerman's early career included a role as a Recruiting Assistant Temp at Robert W. Baird from 2007 to 2008. She also gained valuable experience as an HR Intern at RedPrairie from 2008 to 2009. These positions contributed to her understanding of recruitment and human resource practices, complementing her later work in financial services.