If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Ms. Rodgers oversees all aspects of trading and operations. She also assists with analytical insights, client service, performance analysis and composite management. Emily has over ten years of experience in various aspects of the financial services industry. Previously, Emily was employed with Dearborn Partners in the same capacity as she is currently. Prior to that she worked in the Services Group at Advent Software as an Enterprise Manager where she was responsible for managing a group of Advent’s most significant clients and as a professional services consultant. Most recently she served as Moxy Client Services Manager. Emily began her career as an Account Executive at Dominic and Dominic where she was responsible for investment operations and client service.
Ms. Rodgers resides in the Lincoln Park neighborhood in Chicago.
Duke University, AB Economics
Passed CIPM Principles examination in 2012
Candidate for CIPM Expert examination
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