Amy King Location
Wayne, PA, US
Amy King Work
- 2022 - now Chief Operating Officer @ Kathmere Capital Management
- 2021 - 2022 Operations Manager @ Concentus Wealth Advisors
- 2019 - 2021 Senior Manager of Operations, Wealth Management @ MPB Insurance
- 2016 - 2019 Operations Manager @ Bluestone Capital Management
- 2014 - 2017 Customer Relationship Specialist @ Complete Concierge, LLC
- 2011 - 2014 Registered Client Service Associate @ Credit Suisse
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
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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25
-
42
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32
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Nicholas Olesen
Principal at Kathmere Capital Management
King of Prussia, PA, US11 -
Brian Fenlin
Senior Wealth Advisor at Kathmere Capital Management
Villanova, PA, US25 -
Kevin McDermott
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Newtown Square, PA, US25 -
Grant Boyle
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Doylestown, PA, US12 -
Nick Leasure
Investment Analyst at Kathmere Capital Management
Philadelphia, PA, US1 -
Brian Lynch
Senior Vice President, Wealth Management at Kathmere Capital Management
King of Prussia, Pennsylvania, United States32 -
Allie Baldwin
Client Operations Associate at Kathmere Capital Management
Philadelphia, PA, US11 -
Matt Lugar
Senior Wealth Advisor at Kathmere Capital Management
Philadelphia, PA, US1
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