Aimee Speier Email & Phone Number
Director - Client Services @ Fortune Financial
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Aimee Speier Location
- Saint Paul, MN, US
Aimee Speier Work
- 2018 -now Director - Client Services @
- 2017 -2018 Senior Client Services Representative @
- 2011 -2017 Registered Sales Assistant and Tax Preparer @
- 2001 -2003 Accounting Team Lead @ CGIDS
Aimee Speier Education
- University of Michigan-Dearborn
Master’s Degree (Finance)
2009-2011 - University of St. Thomas
(Accounting)
2002-2002 - Minnesota State University, Mankato
Bachelor of Science (BS) (Finance, General)
1998-2001
Aimee Speier Skills
- Financial Analysis
- Process Improvement
- Series 7
- Financial Planning
- Due Diligence
- Program Management
- Accounting
- Financial Reporting
- Auditing
- Tax
Aimee Speier Summary
- Aimee Speier, based in Saint Paul, MN, US, is currently a Director - Client Services at Fortune Financial. Aimee Speier brings experience from previous roles at Fortune Financial, Mertz Wealth Strategies, Inc. and CGIDS. Aimee Speier holds a 2009 - 2011 Master’s Degree in Finance @ University of Michigan-Dearborn. With a robust skill set that includes Financial Analysis, Process Improvement, Series 7, Financial Planning, Due Diligence and more. Aimee Speier has 3 emails and 1 mobile phone numbers on RocketReach.
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