Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Competitions
Timeline
Generic

Emory McKnight

Gainesville,FL

Summary

Practice Management Associate experienced in supporting RIAs on the Fusion custodial platform, with a focus on guiding advisors through workflows and managing service requests. Collaborates across departments to ensure accurate processes and trains team members on Fusion best practices. Skilled in HubSpot CRM management and delivering clear, reliable support to enhance advisor efficiency and client satisfaction.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Practice Management Associate

Robinhood - TradePMR
12.2023 - Current
  • Implement new RIA firms within the Fusion custodial platform, ensuring proper compliance, documentation, and workflows are established
  • Coordinate across departments to resolve advisor issues and demonstrate proper Fusion workflows, supporting both clients and internal teams
  • Establish and manage user accounts and permissions within Fusion and HubSpot, maintaining data accuracy and security
  • Deliver training sessions for new employees on Fusion, HubSpot, and data transfer procedures, reinforcing best practices and platform proficiency

Manager

Dorn's Wine Warehouse
06.2020 - 12.2024
  • Managed customer relationships and delivered tailored product recommendations, driving repeat business and enhancing client satisfaction
  • Educated customers on wine and spirits to support informed purchasing decisions
  • Trained and supervised staff on sales processes, customer engagement strategies, and inventory management systems
  • Implemented and maintained accurate sales and inventory workflows in QuickBooks
  • Coordinated with vendors and internal teams to resolve issues, manage orders, and streamline operations.
  • Created and maintained daily sales and financial reports, tracking margins, deposits, and cost efficiency to support business decisions

Sales Internship

Calibre Smart
06.2022 - 08.2022
  • Conducted outreach and in-person sales visits, effectively presenting technology solutions and guiding clients through the transition process
  • Achieved a 70% sales conversion rate, earning recognition as Most Valuable Rookie for strong performance in client acquisition
  • Built and maintained accurate lead and customer records, streamlining data collection and reporting with Excel to support team efficiency

Education

Bachelor of Science - General Business

University of Florida, Warrington College of Business
Gainesville, FL
05.2025

Skills

  • Fusion Platform Expertise – workflows, account setup, and service request management
  • HubSpot CRM Management – contact segmentation, workflow automation, and reporting
  • RIA Client Support & Training – onboarding, issue resolution, and platform education

Affiliations

Warrington Undergraduate Case Competition

  • Lead and worked with fellow teammates to create a renovation solution for Ben Hill Griffin Stadium, focused on feasibility and maximizing ROI for investors and Gainesville community
  • Placed 3rd out of 35 teams


UF Real Estate Society

  • Forecasted a valuation of a local class A apartment complex using comparable properties in the area
  • Built a discounted cash flow model to compare with cost analysis and sales analysis models to obtain an accurate sale figure


Certification

  • Securities Investment Essentials - August 2025

Competitions

Warrington Undergraduate Case Competition, Deloitte Consulting Innovation Challenge, UPenn Consult for America Challenge, P&G Case Study Competition

Timeline

Practice Management Associate

Robinhood - TradePMR
12.2023 - Current

Sales Internship

Calibre Smart
06.2022 - 08.2022

Manager

Dorn's Wine Warehouse
06.2020 - 12.2024

Bachelor of Science - General Business

University of Florida, Warrington College of Business

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