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UMassFive Introduces New Investment Advisor Assistant – Emi Lee

August 16, 2022 - News

UMassFive is pleased to introduce Emi Lee, the newest member of their expanding UMassFive Retirement Planning and Investments team available through CUSO Financial Services, L.P.* Emi supports two of the Credit Union’s CFS Financial Advisors, Aimee Marden (serving the Hadley and Amherst Branch) and Dana Graham (serving the Northampton and Hadley Branch). She schedules appointments, sends appointment reminders, and helps with advisor administrative duties and service work. As an Advisor Assistant, she is also now the primary contact for current and prospective clients looking to work with Aimee and Dana.

After joining UMassFive as a part-time Member Service Representative in November 2019, Emi quickly transitioned into a full-time position as a Member Service Specialist at the Hadley Branch in March 2020. In that role, Emi excelled at educating mebers financially and connecting them to the Financial Services most relevant to their needs. Her background includes a bachelor’s degree in Anthropology from Smith College, and she applies her knowledge from that field to help others improve their financial well-being. Outside of work, Emi enjoys tango dancing, biking, and spending time with her adorable grey tabby, Lola.

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Emi Lee

Check the background of this investment professional on FINRA BrokerCheck.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.