Amy is an Analyst. She is responsible for administrative matters including custodial activity, record retention and daily account management reporting. 

Focus
— Operations
— Administrative Services

Prior Experience
— Associate, Crosswater, a multi-family office
— Internal Wholesaler, Transamerica Capital, Inc.
— Reporting Analyst, Cohen Financial Services

Education:
— B.A. History, Washington University, Saint Louis, MO

>back to team page