Emily Trang

Relationship Manager at Summit Trail Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Harrisburg Area
Skills

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Bio

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Credentials

  • Series 6 & 63
    FINRA
    Mar, 2007
    - Nov, 2024
  • PA LA&H Insurance License
    Pennsylvania Insurance Department
    Apr, 2005
    - Nov, 2024

Experience

  • Summit Trail Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • Aug 2019 - Present

      Summit Trail Advisors is a Barrons-ranked networked family office intentionally designed for those who have outgrown traditional wealth managers. Our independent, employee-owned structure allows Summit Trail to truly put our clients' interests first and act as a fiduciary on all aspects of their financial lives. Summit Trail Advisors is a Barrons-ranked networked family office intentionally designed for those who have outgrown traditional wealth managers. Our independent, employee-owned structure allows Summit Trail to truly put our clients' interests first and act as a fiduciary on all aspects of their financial lives.

  • Rodan + Fields
    • United States
    • Manufacturing
    • 700 & Above Employee
    • Independent Consultant
      • May 2017 - Present

      https://ABeautifulLife.myrandf.com https://ABeautifulLife.myrandf.com

  • Wilmington Trust
    • United States
    • Financial Services
    • 700 & Above Employee
    • AVP, Private Client Associate
      • Aug 2016 - Aug 2019

  • M&T Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retail Branch Manager
      • Aug 2006 - Aug 2016

  • Bankers Life
    • United States
    • Insurance
    • 700 & Above Employee
    • Licensed Insurance Agent
      • Mar 2005 - Aug 2006

  • Hershey Entertainment & Resorts Company
    • United States
    • Hospitality
    • 700 & Above Employee
    • Accounts Payable Coordinator
      • Mar 2003 - Apr 2005

Education

  • Millersville University of Pennsylvania
    Bachelor of Science (B.S.), Business Administration and Management
    1998 - 2002

Community

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