Amy King Email & Phone Number
Chief Operating Officer @ Kathmere Capital Management
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Amy King Location
- Wayne, PA, US
Amy King Work
- Chief Operating Officer @ (July 2022 - Present)
- Operations Manager @ (January 2021 - July 2022)
- Senior Manager of Operations, Wealth Management @ (January 2019 - January 2021)
- Operations Manager @ (January 2016 - January 2019)
- Customer Relationship Specialist @ Complete Concierge, LLC (January 2014 - January 2017)
- Registered Client Service Associate @ (January 2011 - January 2014)
Amy King Education
- La Salle University
Bachelor of Science (BS) (Finance and Marketing)
2002-2006
Amy King Skills
- Series 7
- Series 66
- Client Relations
- Account Management
- Client Services
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- Customer Service
- Communication
- Teamwork
- Research
- Financial Reporting
- Financial Services
- Relationship Management
- Banking
- Reporting and Analysis
- Portfolio Management
- Organization Skills
- Equities
- High Net Worth Individuals
- Operations Management
- Human Resources Hr
- Human Resources
Amy King Summary
- Amy King, based in Wayne, PA, US, is currently a Chief Operating Officer at Kathmere Capital Management. Amy King brings experience from previous roles at Concentus Wealth Advisors, MPB Financial, Bluestone Capital Management and Complete Concierge, LLC. Amy King holds a 2002 - 2006 Bachelor of Science (BS) in Finance and Marketing @ La Salle University. With a robust skill set that includes Series 7, Series 66, Client Relations, Account Management, Client Services and more. Amy King has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Kathmere Capital Management Employees
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Bryn Mawr, PA, US
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King of Prussia, PA, US
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Newtown Square, PA, US
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Brian Fenlin
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Clare Diamond
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Sean Peyton
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Justin Kullmann
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Grant Boyle
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