Emma Patterson, MSA
Tax Associate at Edelstein & Company LLP- Claim this Profile
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Bio
Experience
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Edelstein & Company LLP
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United States
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Accounting
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100 - 200 Employee
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Tax Associate
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Jun 2021 - Present
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Merrimack College
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United States
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Higher Education
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700 & Above Employee
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Financial Coach
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Sep 2020 - May 2021
Provided financial planning assistance to college students seeking to manage their personal budgets and meet financial goals. Transitioned into a senior coach role, tasked with the responsibility to mentor new coaches and assist with program development. Obtained VITA certification to assist with individual tax returns of low-income individuals in the community Provided financial planning assistance to college students seeking to manage their personal budgets and meet financial goals. Transitioned into a senior coach role, tasked with the responsibility to mentor new coaches and assist with program development. Obtained VITA certification to assist with individual tax returns of low-income individuals in the community
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National Financial Network
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United States
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Financial Services
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100 - 200 Employee
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Financial Representative Intern
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Jun 2020 - Nov 2020
Gained knowledge within the insurance industry, specifically life and health Participated in weekly market update meetings to stay up to date on the industry Attended online training to build client service and communication skills Gained knowledge within the insurance industry, specifically life and health Participated in weekly market update meetings to stay up to date on the industry Attended online training to build client service and communication skills
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Education
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Merrimack College
Master's degree, Accounting -
Merrimack College
Bachelor's degree, Accounting and Finance