Emily V. Lau is a dedicated Trust Associate at Peninsula Bay Trust Company, where she leverages her extensive experience in trust administration, client relationship management, and regulatory compliance to ensure the seamless operation of the company’s services. In her role, Emily excels in overseeing trust administration processes, building strong client relationships, and collaborating with the executive team to meet and exceed organizational goals. Her innovative strategies and meticulous attention to detail have made her a central figure in enhancing customer service.
Before joining PenBay, Emily gained valuable experience at SS&C Technologies, Inc., where she managed investor relations, focused on ensuring client satisfaction, and maintained compliance with regulatory guidelines. Her ability to streamline processes and mentor team members contributed to improved workflow efficiencies. Prior to that, at Franklin Templeton Investments, Emily held key roles in client relations and customer service, where she supported internal sales teams, managed client communications, and ensured adherence to regulatory standards, solidifying her reputation for exceptional service and compliance.
Emily earned her Bachelor of Science in Business Administration, with a concentration in Finance and Economics, from Notre Dame de Namur University. She held FINRA Series 7 and Series 63 licenses, and is currently a Notary Public. Her commitment to community service is demonstrated by her volunteer work with Self Help for the Elderly.
In addition to her professional accomplishments, Emily is an active member of the Yau Kung Moon Kung Fu Sports Association, where the discipline, focus, and strategic thinking learned through martial arts complement her work at PenBay.
Emily’s expertise in trust administration, client services, and regulatory compliance, combined with her collaborative and strategic mindset, make her a crucial member of the PenBay Team.