Emily Donaldson

Emily Donaldson is currently a Surveillance Compliance Analyst at RFG Advisory. Emily has also worked as a Compliance Specialist at Krilogy, a Compliance Case Advisor at Wells Fargo, and a New Client Development Specialist at TD Ameritrade. Emily began their career as an accountant at True Manufacturing-Family Office.

Emily has experience in documenting, verifying, and updating financial advisor securities licenses and professional designations. Emily is also experienced in monitoring and reviewing firm communications for potential risk, alerting the Chief Compliance Officer to communications requiring additional investigation. Additionally, Emily has experience in advising firms on how to limit technology and cyber security risks.

Emily Donaldson's educational career includes a Bachelor of Science (B.S.) in Accounting & International Business from the University of Missouri-Saint Louis and a Bachelor of Business Administration (BBA) in Accounting from the University of Missouri-Saint Louis. Emily also has certification from FINRA in Series 66, 63 and 7.