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Amy McCarthy Location
Dubuque, IA, US
Amy McCarthy Work
Vice President @ (April 2022 - Present)
Managing Director @ (April 2022 - Present)
Amy McCarthy Education
Clarke University
BA (Finance)
2000-2004
Amy McCarthy Skills
401(k) Industry
401(k) Retirement Savings Plans
401k
Account Management
Business Planning
Business Strategy
CRM
Certified Behavioral Finance Analyst (CBFA)
Financial Services
Governmental Plans
Insurance
Investments
Management
Mutual Funds
Negotiation
Nonqualified Plans
Organizational Effectiveness
Personal Financial Planning
Retirement
Retirement Planning
Risk Management
Sales Negotiation
Sales Presentations
Series 63
Series 7
Strategic Planning
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 Vice President 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 401(k) Industry, 401(k) Retirement Savings Plans, 401k, Account Management, Business Planning and more. Amy McCarthy has 2 mobile phone numbers on RocketReach.
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