Amy Halverson Email & Phone Number
Chief Financial Officer @ Stillwater Asset Management LLC
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Amy Halverson Location
- Saint Paul, MN, US
Amy Halverson Work
- 2026 -now Chief Financial Officer @
- 2019 -2026 Director, Corporate Planning and Development @ Osaic
- 2016 -2019 Chief Financial Officer @ Questar Capital & Questar Asset Management
- 2015 -2016 Chief Marketing and Program Development Officer @ Questar Capital Corporation
- 2013 -2015 Director of Field Development @ Questar Capital Corporation
- 2012 -2013 Chief of Staff: Sales, Distribution, and Marketing @
- 2008 -2012 Assistant Director, Sales and Distribution @
- 2007 -2008 Operations Manager @
- 2005 -2007 Operations Manager @
- 2005 -2005 Agent @
- 2002 -2004 Agency Specialist @
Amy Halverson Education
- Bethel University
MBA
2009-2011 - UMN Carlson School of Management
BSB, Finance
1995-1999
Amy Halverson Skills
- Series 7
- Series 24
- Series 66
- Series 63
- Series 6
- WI Life Insurance License
- FINRA
- Investments
- Fixed Annuities
- Broker-Dealer
- Retirement Planning
- Mutual Funds
- Retirement
- 401k
- Strategic Financial Planning
- Financial Services
- Securities
- Management
- Strategic Planning
- Strategy
- Microsoft Word
- Marketing
- Training
- Customer Service
- Program Development
- Project Management
- Broker Dealer
- Troubleshooting
- Microsoft Excel
Amy Halverson Summary
- Amy Halverson, based in Saint Paul, MN, US, is currently a Chief Financial Officer at Stillwater Asset Management. Amy Halverson brings experience from previous roles at Osaic, Questar Capital & Questar Asset Management and Questar Capital Corporation. Amy Halverson holds a 2009 - 2011 MBA @ Bethel University. With a robust skill set that includes Series 7, Series 24, Series 66, Series 63, Series 6 and more. Amy Halverson has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Stillwater Asset Management LLC Employees
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Maddie Motz
Senior Analyst
Stillwater, MN, US
Mary Gonzaga
Associate
Stillwater, MN, US
Benjamin Hinderer
Accounting and Financial Reporting Manager
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