Personal Information
DOB: 28/Feb/1988
Country: United States
State: California
City: Los Angeles
Professional Bio
Emelia Grace is a seasoned finance professional from Los Angeles with over 12 years of experience in the banking and financial services industry. Known for her strategic mindset and analytical precision, she has held key advisory and leadership roles across retail banking, corporate finance, and wealth management. Emelia's expertise lies in credit risk analysis, financial portfolio structuring, and regulatory compliance. Throughout her career, she has built and managed multimillion-dollar client portfolios, led high-impact financial planning initiatives, and ensured seamless delivery of banking solutions to high-net-worth individuals and corporate clients alike. She is highly skilled in financial reporting, anti-money laundering (AML) compliance, digital banking tools, and CRM platforms. Emelia holds a Master’s degree in Finance and is a certified Chartered Financial Analyst (CFA® Level II). Her ability to bridge client needs with innovative financial solutions makes her a trusted ad
Languages: English
Technical Proficiency
Skills: Good Communication, Leadership, Written and Verbal, Creative thinking, Microsoft Office suite, Document Management, CRM Management, Data analysis
Proficiency Level: Expert
Work Experience
Company Name: Citibank, Los Angeles, CA
Designation: Senior Financial Advisor
From: 48
To:
Current Employment: yes
Company Name: Wells Fargo Bank, Los Angeles, CA
Designation: Banking Relationship Manager
From: 36
To:
Current Employment: no
Company Name: Bank of America, Santa Monica, CA
Designation: Financial Analyst – Risk & Compliance Division
From: 36
To:
Current Employment: no
Education
Degree: Master of Science in Finance
Institution: University of Southern California (USC), Los Angeles, CA
Country: Los Angeles, CA, USA
Passing Year: 2011
Degree: Bachelor of Business Administration in Banking & Finance
Institution: California State University, Northridge
Country: Los Angeles, CA, USA
Passing Year: 2009
Projects & Achievements
Project Title: Digital Wealth Onboarding System
Role: Project Manager
Project Link: Available Upon Request
Certifications
Certification Name: Certified Financial Services Counselor (CFSC)
Certified From: American Institute of Banking
Date: 10/May/2015
Certificate Link: Available Upon Request
Reels
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Company Number: 16480419 | Registered in England and Wales
Parent Company: NJ Holdings Group Ltd | Company Number: 14829454
Head Office: 1 Mayfair Place, Level 1, Devonshire House, Mayfair, London, United Kingdom, W1J 8AJ