Emilee Capps
Profile
Ms. Emilee Capps is Administrative Assistant at Appropriate Balance Financial Services, Inc. She joined ABFS in April 2012 as an Administrative Assistant.
She oversees all Reception Duties and assists with client reports.
Prior to ABFS, Ms. Capps has over 25 years of experience in the operations area of the Banking and Brokerage Industries.
She holds NASD Series 7 and Series 53 licenses.
She graduated from the University of Washington with a Bachelor of Arts degree in Sociology.
Former positions of Emilee Capps
| Companies | Position | End |
|---|---|---|
Appropriate Balance Financial Services, Inc.
 Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Corporate Officer/Principal | - |
Training of Emilee Capps
| University of Washington | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Finance |
- Stock Market
- Insiders
- Emilee Capps
