Michael W. Emmi, Client Relationship Manager

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Michael W. Emmi

Client Relationship Manager

Michael Emmi

Michael’s goal is to provide the excellent service that defines Portfolio Solutions® and he takes pride in going above and beyond to assist clients with their requests, needs and questions.

He earned a Bachelor of Business Administration in Finance from Walsh College. Michael has several years of banking and customer service experience. He was the Assistant Branch Manager at both TD Bank and Capital One and most recently held the role of Customer Service Supervisor at Comcast Corporation.

Areas of Experience:

  • Client Relationship Management
  • Portfolio Solutions® Portal Navigation
  • Account Distributions & Contributions
  • Custodian forms
  • Account Openings & Transfers
  • Financial Industry Operations