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Amy Location
New York, NY, US
Amy Work
2021 -now Senior Wealth Advisor @
2019 -2021 Director and Senior Advisor @
2007 -2019 Senior Vice President @
2003 -2007 Research Associate @
2001 -2002 Investment Banking Analyst @ CIBC World Markets
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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