Employee Spotlight

Emily Uhle

Client Service Analyst


Emily previously worked at Record Access Corporation where she gathered private information from insurance companies and hospitals during the discovery phase of a medical malpractice lawsuit. Originally from Southern California, Emily began her career at Kaiser Permanente as a Workers Compensation Claims Processor where she worked extensively with patients, employers, insurance agencies and physicians. Emily has a BS in Criminal Justice Administration. In her free time she enjoys traveling, photography and running in Central Park.





Fun Facts:
  • Place you'd like to visit: Ireland
  • Favorite Food: Pizza/Mexican
  • Person you admire most: My parents
  • Favorite Movie: Breakfast at Tiffanys
  • Favorite Book: Mystery
  • Favorite Quote: New York City taught me everything. New York City is everything.
The Hot Seat: Q & A Session
  • What do you like most about helping our clients?
    • I enjoy educating the clients with the rules of State/SEC and individual registration. Then once they have a better understating of the process working with them throughout each step to get them registered.
  • What is the most common question you get?
    • "Why doesn't my individual registration show up on the public site?" - NY clients
  • What do you enjoy most about your position?
    • That no two days are ever the same.
  • What has been the most important lesson you've learned so far at RIA in a Box?
    • That it is possible to come up with tailor made jokes about the RIA industry.
  • Outside of work, what are your interests and passions?
    • Running, traveling, photography, NYC
  • What do you enjoy most about working with the RIA in a Box team?
    • The camaraderie the team has formed with one another.
  • How is your professional experience at RIA in a Box different from your other experiences?
    • Everyone's opinion counts here.



What the Rest of the RIAB Team Says About Emily
  • Emily is the President and founder of the “Smoothie Club," and loves to cuddle with Jessie the dog!
  • Emily brings a fresh Cali-vibe to an overly East Coast and Mid-West office population.

  • Emily is our resident 'news editor' and keeps the RIAB team informed about exciting and wacky news. She brings such a pleasant demeanor and attitude to the office. Her positivity helps make the whole office feel better!

  • Emily is adaptable. She picks up on concepts and changes the first time, which makes her a quick learner and also very consistent. Also she is nice to Jessie the dog when other team members are being mean to her.

  • Emily was a great learning tool and resource upon starting work at RIAB