Emerson Widmer
San Luis Obispo
Overview
5
5
years of professional experience
Work History
Accounting Intern
Rosewood Family Advisors LLP
Palo Alto
06.2025 - 08.2025
- Supported financial operations for 35 ultra-high-net-worth families, focusing on investment entity accounting, tax compliance, and estate structures.
- Prepared complex tax forms, including K-1s, 1099s, 1045s, and 1065s, coordinating closely with investment, estate planning, and philanthropic teams to ensure alignment across financial strategies.
- Performed cash flow analysis, bank reconciliations, and general ledger work across family office entities, trusts, and private foundations.
- Gained exposure to asset allocation, tax optimization strategies, and multi generational wealth transfer planning in a fast paced family office environment.
Founder & Developer
RemindmeAI
01.2025 - Current
- Developed AI driven productivity app from concept to beta launch, enabling automatic task scheduling through natural language input.
- Leveraged generative AI to deliver smart suggestions and priority insights, enhancing user task completion rates during testing.
- Created scalable business model and go to market strategy, utilizing user interviews and market analysis for opportunity identification.
- Managed product development, outreach, showcasing entrepreneurial leadership and technical execution.
Entrepreneurship Competition
Portal Healthcare Technology
11.2024 - 06.2025
- Partnered with a team of young entrepreneurs to conceptualize and develop an innovative healthcare technology product and business plan.
- Designed The Portal, a compact projector integrated with custom software to enhance hospital environments by displaying live streams, calming visuals and personalized messages for bedridden patients.
- Engaged with industry professionals in healthcare and med tech to refine product functionality and market viability; led pitch preparations and financial modeling.
Member
Cal Poly Real Estate Club
San Luis Obispo
09.2023 - Current
- Helped organize networking events and mixers, creating opportunities for students to connect with real estate professionals and gain insights into the commercial real estate industry.
- Worked closely with industry professionals and peers to analyze various asset classes, including commercial, residential, and industrial real estate, gaining hands-on experience in market analysis and investment strategies.
- Contributed ideas to improve club engagement and member participation, helping refine goals and event strategies to strengthen industry connections and professional development opportunities.
Server
The Stock Farm Club
Hamilton
03.2020 - 08.2024
- Delivered personalized fine dining service in a high-pressure environment, anticipating guests’ needs with precision.
- Served top executives at an exclusive private club, building connections while applying strategic sales techniques.
Education
Bachelor of Science - Business Administration, Concentration in Finance
California Polytechnic State University
San Luis Obispo06.2027
Timeline
Accounting Intern
Rosewood Family Advisors LLP
06.2025 - 08.2025
Founder & Developer
RemindmeAI
01.2025 - Current
Entrepreneurship Competition
Portal Healthcare Technology
11.2024 - 06.2025
Member
Cal Poly Real Estate Club
09.2023 - Current
Server
The Stock Farm Club
03.2020 - 08.2024
Bachelor of Science - Business Administration, Concentration in Finance
California Polytechnic State University
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