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Amy McCarthy Location
Dubuque, IA, US
Amy McCarthy Work
2022 -now Managing Director @
2022 -now Vice President @
Amy McCarthy Education
Clarke University
BA (Finance)
2000-2004
Amy McCarthy Skills
Sales Presentations
Personal Financial Planning
Sales Negotiation
401(k) Industry
Nonqualified Plans
Governmental Plans
Certified Behavioral Finance Analyst (CBFA)
Series 7
Series 63
Organizational Effectiveness
Account Management
Business Strategy
Retirement
Retirement Planning
Negotiation
Management
Business Planning
Mutual Funds
Investments
Risk Management
Financial Services
401k
Insurance
Strategic Planning
CRM
Microsoft Office
401k Retirement Savings Plans
Microsoft Excel
Leadership
Teaching
401k Industry
Personal Financial
Certified Behavioral
Certified Behavioral Finance Analyst Cbfa
Organizational
401 Retirement Savings Plans
401 Industry
Certified Behavioral Finance Analyst
Amy McCarthy Summary
Amy McCarthy, based in Dubuque, IA, US, is currently a Managing Director at Empower. Amy McCarthy brings experience from previous roles at Empower. Amy McCarthy holds a 2000 - 2004 BA in Finance @ Clarke University. With a robust skill set that includes Sales Presentations, Personal Financial Planning, Sales Negotiation, 401(k) Industry, Nonqualified Plans and more. Amy McCarthy has 2 mobile phone numbers on RocketReach.
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