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
- Chief Financial Officer @ (July 2026 - Present)
- Director, Corporate Planning and Development @ Osaic (April 2019 - July 2026)
- Chief Financial Officer @ Questar Capital & Questar Asset Management (April 2016 - March 2019)
- Chief Marketing and Program Development Officer @ Questar Capital Corporation (September 2015 - April 2016)
- Director of Field Development @ Questar Capital Corporation (November 2013 - September 2015)
- Chief of Staff: Sales, Distribution, and Marketing @ (January 2012 - November 2013)
- Assistant Director, Sales and Distribution @ (February 2008 - January 2012)
- Operations Manager @ (February 2007 - February 2008)
- Operations Manager @ (August 2005 - February 2007)
- Agent @ (January 2005 - July 2005)
- Agency Specialist @ (January 2002 - December 2004)
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
Richard Buckland
Chief Financial Officer and Chief Operations Officer
Minneapolis, MN, US
Henry Bensen
Associate
Minneapolis, MN, US
Jade Boisjoli
Portfolio Management Associate
Chicago, IL, US
Amy Halverson
Chief Financial Officer
Saint Paul, MN, US
Laurie Cunningham
Accounting Manager
Woodbury, MN, US
Mary Gonzaga
Associate
Stillwater, MN, US
Benjamin Hinderer
Accounting and Financial Reporting Manager
Saint Paul, MN, US
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