Emily Arnold

Emily Arnold has been working in the financial services industry since 2017. Emily began their career at Vision Capital Management, Inc. as a Client Service & Operations Associate, where they served as the primary custodian knowledge base and liaison for the company. Emily developed and implemented workflow processes to streamline inter-team collaboration and client onboarding, and facilitated all transfers of stocks, fixed income bonds, mutual funds, and other assets between custodians ($MM). Emily also acted as an Administrative Associate, supporting the Client Relationship Management team by coordinating and executing back-end processing, communicating with clients to open retirement/trust/taxable accounts, and handling the processing of estates. Additionally, they led vendor management and services, including the search, negotiations, purchasing and integration of VOIP. In 2022, Emily joined NewtonX as a Client Operations Senior Associate.

Emily Arnold obtained a Bachelor's degree in Business Management and Leadership from Portland State University. Emily also holds a Notary Public Commission from the State of Oregon.