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Emily Surratt

Emily Surratt

Client Operations Associate/Analyst

Emily serves as a Client Service Associate Analyst at AEPG.  She provides operational support to our clients and Financial Planners through client onboarding, solving client issues, processing account transactions, and providing other operational services. She also serves as a custodial liaison to our firm custodians. Additionally, Emily uses her analytical and technical skills to support our Investment team and Portfolio Manager with executing modeling changes, manual trades, reviewing client accounts and reports, as well as updating monthly and quarterly data for Morningstar or our internal records. 

Emily brings a wealth of experience to this role as she offers over 10 years collective experience in client service, administrative support, operational and marketing support as well as custodial experience working within the financial services industry.  Prior to AEPG, Emily served as the Senior Administrative Assistant at Pershing LLC, a BNY Mellon Company. There she supported the Managing Director for the Global Client Relationships Account Manager and the Global Client Services departments, successfully supporting over 50 account managers across the U.S. and globally. Due to her success in this role, she was promoted to Client Service Advisor and later recognized with Pershing's Service Excellence Award.  

Emily served on Pershing's Executive IBD Steering Committee for three years to provide deliverables on client issue resolution, technology enhancements, and strategic product initiatives to Pershing's clients.  In addition, Emily served on Pershing's Client Care Committee to help identify service improvements and ways to enhance the client experience. Through her participation on the Client Care Committee, Emily earned her Six Sigma Yellow Belt certification where she learned to apply the six sigma methodology and techniques to help her identify, analyze and implement process and service improvements. She looks to continue her six sigma training and certification. Emily's served as the Administrative Marketing Coordinator at West End Financial Advisors, LLC, a boutique hedge fund firm.  She was recognized as the Employee of the Year in 2008. Emily also has experience working in the life and health insurance industry where she served as the Associate Financial Representative for two financial advisors at Northwestern Mutual.  At that time she held her NJ life and health insurance licenses.

Emily continues to provide and enhance the client experience through her contributions at AEPG. She enjoys working closely with the custodians, the Financial Planners and our clients and understands the importance of building solid and trustworthy relationships. Emily truly embodies the client service spirit and personality at AEPG.

Emily holds a third degree black belt in Taekwondo and  trained, competed, and taught martial arts for 12 years. She enjoys cooking, drawing, traveling, reading, and most importantly spending time with her family.  She is actively involved in PTO for her daughter's school. 

Direct Line: 908-821-9319