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Amy Location
New York, NY, US
Amy Work
Senior Wealth Advisor @ (March 2021 - Present)
Director and Senior Advisor @ (June 2019 - March 2021)
Senior Vice President @ (May 2007 - June 2019)
Research Associate @ (January 2003 - April 2007)
Investment Banking Analyst @ CIBC World Markets (July 2001 - October 2002)
Amy Education
Washington University in St. Louis
(Majors: Finance and Accounting, Minor: Psychology)
1997-2001
Amy Summary
Amy, based in New York, NY, US, is currently a Senior Wealth Advisor at Revolve Wealth Partners. Amy brings experience from previous roles at Klingenstein Fields Advisors, The Solaris Group LLC, TIAA-CREF and CIBC World Markets. Amy holds a 1997 - 2001 Washington University in St. Louis. Amy has 5 emails and 8 mobile phone numbers on RocketReach.
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