Vice President, Manager @ (March 2021 - December 2021)
Assistant Vice President, Supervisor @ (July 2019 - March 2021)
AVP, Signature Service Client Manager @ (January 2018 - July 2019)
Senior Advisor Relationship Mgmt @ 1st Global (February 2013 - December 2017)
Relationship Manager @ (July 2007 - February 2013)
Wealth Management Associate @ (February 2006 - May 2007)
Senior Registered Sales Assistant @ (August 2000 - February 2006)
New Accounts Coordinator @ (September 1998 - August 2000)
Amy McLean Education
University of Arkansas - Fort Smith
Associate of Arts (Business Administration)
Amy McLean Skills
Problem Solving
Banking Operations
Communication
Wire Transfers
Onboarding
ACH Payments
Securities
Series 7
Financial Services
Risk Management
Back Office
Bonds
Proprietary Trading
Prime Brokerage
Relationship Management
Series 63
Mutual Funds
Investment Banking
Credit Risk
Financial Modeling
Uniform Combined State Law
Series 24
Market Data
Investment Advisory
Commodity
Financial Risk
Electronic Trading
Analysis
Financial Analysis
Bloomberg Terminal
Market Risk
FX Options
Banking
Financial Advisory
series 66
Finance
Investments
Fixed Income
Equities
Back Office Operations
Trading
Account Management
Alternative Investments
Treasury Management
Treasury Services
Customer Satisfaction
Product Knowledge
Sales
Resources
Healthcare
Wealth Management
Training
Management
Amy McLean Summary
Amy McLean, based in Dallas, TX, US, is currently a Vice President, National Deposits Ops Manager at Third Coast Bank, SSB. Amy McLean brings experience from previous roles at Texas Capital Bank and 1st Global. Amy McLean holds a Associate of Arts in Business Administration @ University of Arkansas - Fort Smith. With a robust skill set that includes Problem Solving, Banking Operations, Communication, Wire Transfers, Onboarding and more. Amy McLean has 3 emails and 5 mobile phone numbers on RocketReach.
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