Practice Management & Compliance Administrator
Emily provides strategic support to the firm by coordinating all business operational activities to ensure they remain aligned with Trellis’ mission and core values. Working closely with firm leadership, Emily is responsible for establishing and maintaining processes and procedures, seeking out Continuing Professional Education opportunities, and managing, modeling, and maintaining best practices standards for our electronic database. She also coordinates Trellis’ compliance activities in partnership with our Chief Compliance Officer.
Emily began her Trellis career in 2013. She has served as an Executive Assistant and has been an integral part of the Client Support Team. Prior to joining Trellis, Emily honed her organization skills as a property manager as well as an office manager.
Outside of Trellis, Emily enjoys spending time with family and friends, traveling, baking, and hiking with her boyfriend, their daughter and their two Rottweilers.