Amy Ko Email & Phone Number
Regional Managing Director; Senior Relationship Manager @ Fiduciary Trust International
5 free lookup(s).
Amy Ko Location
- California, United States
Amy Ko Work
- 2022 - now Regional Managing Director; Senior Relationship Manager @
- 2020 - now Managing Director; Senior Relationship Manager @
- 2017 - 2020 Managing Director; Relationship Manager @
- 2014 - 2017 Senior Vice President; Private Client Advisor @
- 2013 - 2014 Vice President; Investment Officer @
- 2004 - 2013 Vice President; Private Client Advisor @
Amy Ko Education
- 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
Amy Ko Skills
- Leadership
- Family Wealth Management
- Growth Initiatives
- Insurance
- Credit
- Banking
- Private Banking
- Strategic Planning
- Financial Advisory
- Customer Service
- Alternative Investments
- Estate Planning
- Loans
- Series 63
- Wealth Management
- Wealth Management Services
- Asset Allocation
- Investments
- Mortgage Lending
- Investment Management
- Financial Services
- Asset Management
- Portfolio Management
- Relationship Management
- Wealth
- Mutual Funds
- Securities
- Equities
- Fixed Income
- Investment Advisory
- Strategic Financial Planning
- Retirement Planning
- Investment Strategies
- Business Development
- High Net Worth Individuals
- Bonds
- Retirement
- Finance
- Credit Analysis
- Commercial Lending
- Commercial Banking
- Series 6
- Financial Risk
- Risk Management
- Series 65
- Derivatives
- Private Equity
- Cross Selling
- 401k
- Cash Management
- Retail Banking
- Life Insurance
- High Net Worth
- Social Media
- Series 7
- Strategic Financial
Amy Ko Summary
- Amy Ko, based in California, United States, is currently a Regional Managing Director; Senior Relationship Manager at Fiduciary Trust International. Amy Ko brings experience from previous roles at Fiduciary Trust International, SVB Financial Group, U.S. Trust and Fiduciary Trust Company. Amy Ko holds a 2013 - 2015 Cannon Institute of Higher Learning. With a robust skill set that includes Leadership, Family Wealth Management, Growth Initiatives, Insurance, Credit and more. Amy Ko has 2 emails and 2 mobile phone numbers on RocketReach.
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