Amy Brunson Email & Phone Number
Custody Operations Manager @ Arlington® Family Offices
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Amy Brunson Location
- Birmingham, AL, US
Amy Brunson Work
- 2024 -now Custody Operations Manager @
- 2018 -2024 Director Of Wealth Operations @
- 2015 -2018 Director Of Operations @ Bridgeworth, LLC
- 2006 -2015 Chief Operations Officer @
- 2003 -2006 Senior Operations Specialist @ Prudential Financial/Wachovia Securities (now Wells Fargo Securities)
Amy Brunson Education
- University of Alabama at Birmingham
Masters of Business Administration
2001-2003 - Auburn University
(Bachelor of Arts in Psychology, Minor Business Management)
1996-2000
Amy Brunson Skills
- EOS
- Operations Management
- Team Leadership
- Investment Management
- Client Services
- Strategic Planning
- Securities
- Financial Analysis
- Customer Service
- Team Building
- Leadership
Amy Brunson Summary
- Amy Brunson, based in Birmingham, AL, US, is currently a Custody Operations Manager at Arlington® Family Offices. Amy Brunson brings experience from previous roles at Oakworth Capital Bank, Bridgeworth, LLC, Fi Plan Partners, LLC and Prudential Financial/Wachovia Securities (now Wells Fargo Securities). Amy Brunson holds a 2001 - 2003 Masters of Business Administration @ University of Alabama at Birmingham. With a robust skill set that includes EOS, Operations Management, Team Leadership, Investment Management, Client Services and more. Amy Brunson has 3 mobile phone numbers on RocketReach.
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