Amy Kaufman Email & Phone Number
AVP Success Manager @ LPL Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Amy Kaufman Location
- United States
Amy Kaufman Work
- 2026 -now AVP Success Manager @
- 2025 -2026 Advisory Consulting-Internal Consultant-Central Plains @
- 2025 -2025 Sales Consultant-Western Division @
- 2023 -2025 Advisory Recruiting Consultant @
- 2023 -2025 Recruitment Consultant @
- 2022 -2023 Advisory Platform Consultant -Western Division @
- 2022 -2023 Advisory Consultant @
- 2017 -2022 Internal Advisory Business Consultant - Midwest Territory @
- 2017 -2022 Business Consultant @
- 2016 -2017 Wealth Management Technology Trainer @
- 2016 -2017 Wealth Manager @
- 2014 -2016 Resource Specialist @
- 2014 -2016 Resource Center Specialist @ Cetera Wealth Services
- 2012 -2013 Trading and Operations Coordinator @
- 2011 -2013 Realtor, CDPE @
- 2010 -2011 Realtor, CDPE @
- 2007 -2010 REO Specialist @ Crest Realty Group, LLC
- 2006 -2007 Senior Service Specialist @
- 2005 -2006 Financial Advisor @
- 2004 -2005 Account Executive @
- 1998 -2004 Senior Trader, Senior Client Service Representative @
- 1996 -1998 Trader-Equities and Fixed Income @ SunAmerica Securities, Inc.
- 1995 -1996 Customer Service Liaison-Temporary @
- 1992 -1994 Trader-Equities and Fixed Income @ Seaboard Investment Advisers
- 1989 -1991 Marketing Dept-Participant Svc Rep and Product Analyst @ National Securities Clearing Corporation
- 1988 -1989 Portfolio Management Assistant @ Schroder Capital Management International
- 1987 -1988 Prime Broker Trader @
Amy Kaufman Education
- Rutgers University, Newark College of Arts and Sciences
Bachelor of Arts (Business Administration; Finance)
1984-1987 - Union College 1983-1984
- Rutgers University–Newark
Bachelor of Arts (Business Administration and Management, General)
1987
Amy Kaufman Skills
- Oral Communication
- Negotiation
- Leadership
- English
- Communication
- Wealth Management
- Investment Advisory
- Sales
- Investment Management
- Investments
- Fixed Income
- Equity Trading
- Trading
- Mutual Funds
- Brokerage
- Securities
- Financial Services
- Finance
- Portfolio Management
- Customer Support
- Referrals
- Institutional Accounts
- Manage Client Relationships
- Internal wholesaler
- Wealth Management Services
- AIF Designation
- Financial Sales
- Series 7
- Series 66
- Code of Ethics
- financial background
- record of success
- Inside Sales
- Broker-Dealer
- Teamwork
- Presentation Skills
- MS Office
- High degree of initiative
- Hold Series 66
- AIF
Amy Kaufman Summary
- Amy Kaufman, based in United States, is currently a AVP Success Manager at LPL Financial. Amy Kaufman brings experience from previous roles at Meeder Investment Management, Auour Investments LLC and Cetera Financial Group. Amy Kaufman holds a 1984 - 1987 Bachelor of Arts in Business Administration; Finance @ Rutgers University, Newark College of Arts and Sciences. With a robust skill set that includes Oral Communication, Negotiation, Leadership, English, Communication and more. Amy Kaufman has 4 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Amy Kaufman?
Find contact details for 700 million professionals.
Others Named Amy Kaufman
Amy Kaufman
Chief Operating Officer
Florida, United States
Amy Kaufman
Senior Talent Sourcing Specialist
San Francisco, CA, US
Amy Bearss
Regional Sales Director
New York, NY, US
Amy Kaufman
Human Resource Manager
Harrisburg, PA, US
Amy Kaufman
Associate Director
Highland Park, IL, US
Amy Kaufman
Head
Kingston, ON, CA
Amy Kaufman
Managing Director, Search
Tiburon, CA, US
Amy Kaufman
Vice President Community Relations
Highland Park, IL, US
Top LPL Financial Employees
Dean Phillips
Founder | Wealth Advisor
Vero Beach, FL, US
Don Link
President 973 845-6667 and 844 366 5465
Westfield, NJ, US
Bradford Smith
President, Financial Advisor
Talbott, TN, US
Anh Sisouvanh
Vice President, Ops conversions and integrations
San Diego, CA, US
Richard Keltner
Vice President, Tax Innovation
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
Joe Pannarale
President and CEO at Diversified Wealth Solutions, LLC
Highland, IN, US
James Sands Jr
President
Fort Myers, FL, US
Blain Bogar
President and Wealth Management Advisor
Las Vegas, NV, US
Emily Field
Chief People Officer
San Diego, CA, US
Rich Steinmeier
Chief Executive Officer
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co