Vice President; Private Client Advisor @ U.S. Trust
Vice President; Commercial Premier Client Manager @ Bank of America
Investment Services Representative @ Fleet Bank/ Quick & Reilly (acquired by Bank of America in 2004)
Amy Ko's Education
Kaplan University
2021 - 2022
Cannon Institute of Higher Learning
2013 - 2015
Northeastern University - Graduate School of Business Administration
M.B.A. (Specializations in Marketing & Corporate Renewal)
2008 - 2011
University of Massachusetts Boston
B.S. (General Business Management)
1999 - 2004
Boston Latin Academy
High School Diploma
Amy Ko's Skills
Alternative Investments
Estate Planning
Financial Advisory
Series 63
Leadership
High Net Worth
Cash Management
Banking
Social Media
Fixed Income
Amy Ko's Summary
Amy Ko, based in California, United States, is currently a Regional Managing Director; Senior Relationship Manager at Fiduciary Trust International, bringing experience from previous roles at Fiduciary Trust International, SVB Financial Group, U.S. Trust and Fiduciary Trust Company. Amy Ko holds a 2021 - 2022 Kaplan University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Leadership and more, Amy Ko contributes valuable insights to the industry. Amy Ko has 2 emails on RocketReach.