Cori Oliver
Client Service Associate
Role at Emerson: Cori delivers excellent wealth management services to our clients. Working closely with Alyson Nickse, she guides new Emerson clients through the account transition process, prepares reporting materials, executes requests for capital and coordinates all other matters pertinent to their accounts.
Experience: Prior to joining Emerson, she worked as a client service coordinator for an investment advisory firm in Rhode Island. Cori is a graduate of Tulane University (BA) and loves the diversity of experience of having lived both in Boston and the South.
Interests: Equestrian sports and sailing.