Amy Kates Email & Phone Number
Financial Adviser @ Eagle Strategies, LLC
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Amy Kates Location
- Barnstable, MA, US
Amy Kates Work
- 2004 -now Financial Adviser @
- 1988 -now Agent @
- 1988 -now Financial Services Professional @
Amy Kates Education
- Northeastern University - Graduate School of Business Administration
MBA (Marketing & Health Care Administration)
1979-1980 - University of Hartford
B. A. (Psychology & Theatre)
Amy Kates Skills
- Leadership
- Estate Planning
- Fixed Annuities
- Wealth Preservation Planning
- Retirement Planning
- Sales
- Permanent Life Insurance
- Skiing
- Gardening
- Financial Services
- Asset Protection
- Microsoft Office
- Risk Management
- Sailing
- Long Term Care Insurance
- Succession Planning
- 401k Rollovers
- Financial Reporting
- Project Management
- Research
- Retirement
- Legacy Planning
Amy Kates Summary
- Amy Kates, based in Barnstable, MA, US, is currently a Financial Adviser at Eagle Strategies, LLC. Amy Kates brings experience from previous roles at New York Life Insurance Company and NYLIFE Securities LLC. Amy Kates holds a 1979 - 1980 MBA in Marketing & Health Care Administration @ Northeastern University - Graduate School of Business Administration. With a robust skill set that includes Leadership, Estate Planning, Fixed Annuities, Wealth Preservation Planning, Retirement Planning and more. Amy Kates has 2 emails and 1 mobile phone numbers on RocketReach.
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