Back Office

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Emily Patel, CFP, AFC, 10+ Years Experience✓ Fact-checked by Robert Martinez, CFP, CRPC, 25+ Years ExperienceUpdated November 15, 2024

back office -- departments of a financial institution that perform work out of sight of customers, including bookkeeping and the processing of checks and loan payments.

About the Author

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Emily Patel
CFP, AFC, 10+ Years Experience

Emily Patel is a Certified Financial Planner and Accredited Financial Counselor passionate about helping people take control of their finances. With 10 years of experience in financial coaching, she has helped hundreds of families eliminate debt, build emergency funds, and achieve financial stability. Emily holds a degree in Finance from UC Berkeley and believes financial wellness should be accessible to everyone.

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