Amy G. Email
Chief Compliance Officer @ Echo45 Advisors
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Amy G. Location
- United States
Amy G. Work
- Chief Compliance Officer @ (March 2022 - Present)
- Compliance and Operations Manager @ (May 2021 - April 2022)
- Compliance, Trading and Operations Assistant @ (March 2016 - April 2021)
- Registered Administrator @ (November 2015 - February 2016)
- Registered Sales Assistant @ (October 2013 - October 2015)
- Registered Financial Planning Assistant @ (January 2008 - October 2011)
- Registered Sales Assistant @ (September 2005 - January 2007)
- Executive Assistant @ (June 1999 - June 2004)
- Office Manager @ (January 1997 - January 1999)
Amy G. Skills
- Series 7
- Series 63
- Financial Services
- Trading
- Microsoft Office
- Microsoft Excel
- Leadership
- Management
- Fundraising
- Customer Service
- Investments
- Finance
- Portfolio Management
Amy G. Summary
- Amy G., based in United States, is currently a Chief Compliance Officer at Echo45 Advisors. Amy G. brings experience from previous roles at Echo45 Advisors, Capital Advantage, Inc., Ginsburg Financial Advisors, Inc. and LPL Finanical. With a robust skill set that includes Series 7, Series 63, Financial Services, Trading, Microsoft Office and more.
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