Amy Cono Email
Director, Wealth Planning @ Wealth Architects, LLC
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Amy Cono Location
- Los Gatos, CA, US
Amy Cono Work
- Director, Wealth Planning @ (August 2024 - Present)
- Planning Associate Lead @ Legacy Capital Group (October 2018 - August 2024)
- Financial Services Lead @ React Investment Solutions (October 2009 - October 2018)
- Accounts Processor @ Legacy Capital Group California (March 2007 - October 2009)
Amy Cono Education
- Oglethorpe University
B.S. (Economics)
2001-2005 - College for Financial Planning
Amy Cono Skills
- Accounting
- Analytical Skills
- Asset Management
- Business Planning
- CRM
- Collaborative Problem Solving
- Communication
- Customer Satisfaction
- Customer Service
- Financial Analysis
- Investment Planning
- Leadership
- Microsoft Excel
- Negotiation
- Organization Skills
- Orion Advisor Services
- Planning
- Portfolio Management
- Problem Solving
- Salesforce.com
- Social Media Marketing
- Team Building
- Team Leadership
Amy Cono Summary
- Amy Cono, based in Los Gatos, CA, US, is currently a Director, Wealth Planning at Wealth Architects, LLC. Amy Cono brings experience from previous roles at Legacy Capital Group, React Investment Solutions and Legacy Capital Group California. Amy Cono holds a 2001 - 2005 B.S. in Economics @ Oglethorpe University. With a robust skill set that includes Accounting, Analytical Skills, Asset Management, Business Planning, CRM and more. Amy Cono has 1 emails on RocketReach.
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