Amie Wise Email & Phone Number
Business Process Improvement Manager @ National Advisors Trust
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Amie Wise Location
- Kansas City, MO, US
Amie Wise Work
- 2024 -now Business Process Improvement Manager @
- 2019 -now Control Manager @
- 2019 -2025 Vice President, Control @
- 2019 -2019 Independent Consultant @
- 2018 -2019 Independent Consultant @
- 2017 -2018 Systems Administrator @
- 2013 -2014 Independent Consultant @
- 2007 -2013 Operations Manager @
- 1998 -2007 Mutual Funds Trust Operations Officer, CSOP @
Amie Wise Education
- Cannon Financial Institute
CSOP (Banking, Corporate, Finance, and Securities Law)
2001-2004 - Southwestern Illinois College
Associate's degree (Accounting)
1998
Amie Wise Skills
- Financial Services
- Wealth Management
- Asset Management
- Business Analysis
- Product Management
- Equities
- Investments
- Portfolio Management
- Fixed Income
- Mutual Funds
- Risk Management
- Securities
- Hedge Funds
- Project Management
- Analysis
- Strategic Planning
- Process Improvement
- Integration
- Asset Allocation
- Operations Management
- Financial Analysis
- Financial Accounting
- Valuation
- Trading
- Due Diligence
- CRM
- Database Design
- Requirements Analysis
- Change Management
- Analytics
- Strategy
- Banking
- Financial Modeling
- Vendor Management
- Business Development
- Regulatory Compliance
- Bloomberg
- Trading Systems
- Microsoft Office
- SQL
- Management
- Leadership
- Customer Service
- Trust Services
- Relationship Management
- Fund Accounting
- Fund Administration
- Data Conversion
- Account Portfolio Management
- Advent
- Sales
- Marketing
- Microsoft Excel
Amie Wise Summary
- Amie Wise, based in Kansas City, MO, US, is currently a Business Process Improvement Manager at National Advisors Trust. Amie Wise brings experience from previous roles at National Advisors Trust Company and Montag Wealth Management. Amie Wise holds a 2001 - 2004 CSOP in Banking, Corporate, Finance, and Securities Law @ Cannon Financial Institute. With a robust skill set that includes Financial Services, Wealth Management, Asset Management, Business Analysis, Product Management and more. Amie Wise has 1 emails and 2 mobile phone numbers on RocketReach.
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Top National Advisors Trust Employees
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Dave Roberts
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Lori Rogers
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Christina Carpenter
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Emily Troupe
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Andrew Girard
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