Amy King's Location
Wayne, PA, US
Amy King's Work
- Chief Operating Officer @ Kathmere Capital Management
- Operations Manager @ Concentus Wealth Advisors
- Senior Manager of Operations, Wealth Management @ Mid Penn Bank
- Operations Manager @ Bluestone Capital Management
- Customer Relationship Specialist @ Complete Concierge, LLC
- Registered Client Service Associate @ Credit Suisse
Amy King's Education
- La Salle University
Bachelor of Science (BS) (Finance and Marketing)
2002 - 2006
Amy King's Skills
- Banking
- Client Relations
- Account Management
- Reporting and Analysis
- Portfolio Management
- Organization Skills
- Client Services
- Communication
- Relationship Management
- Series 66
Amy King's Summary
Amy King, based in Wayne, PA, US, is currently a Chief Operating Officer at Kathmere Capital Management, bringing 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 Banking, Client Relations, Account Management, Reporting and Analysis, Portfolio Management and more, Amy King contributes valuable insights to the industry. Amy King has 4 emails and 1 mobile phone number on RocketReach.
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Top Kathmere Capital Management Employees
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Kevin McDermott
Principal, Senior Wealth Advisor at Kathmere Capital Management
Newtown Square, PA, US23 -
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ViewBrian Lynch
Senior Vice President, Wealth Management at Kathmere Capital Management
King of Prussia, Pennsylvania, United States42 -
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Justin Kullmann
Wealth Management Associate at Kathmere Capital Management
Philadelphia, PA, US1 -
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Grant Boyle
Retirement Plan Advisor at Kathmere Capital Management
Doylestown, Pennsylvania, United States12 -
ViewBrian Todaro
Wealth Management Associate at Kathmere Capital Management
Springfield, Pennsylvania, United States1
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