UMassFive Introduces Emi Lee as Investment Advisor Assistant
HADLEY — UMassFive College Federal Credit Union recently introduced Emi Lee as the newest member of its expanding UMassFive Retirement Planning and Investments team available through CUSO Financial Services, LP.
Lee supports two of the credit union’s CFS financial advisors, Aimee Marden and Dana Graham. 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 Marden and Graham.
After joining UMassFive as a part-time member service representative in November 2019, Lee quickly transitioned into a full-time position as a member service specialist at the Hadley branch in March 2020. In that role, she excelled at educating members 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.