Amy Powell Email & Phone Number
Founder @ AimWell Financial
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Amy Powell Location
- Saint Petersburg, FL, US
Amy Powell Work
- Founder @ (March 2024 - Present)
- Contributing Writer @ (September 2025 - Present)
- Wealth Advisor @ (March 2015 - March 2024)
- Vice President, Investment Analyst @ (July 2010 - December 2014)
- Research Analyst @ Raymond James Financial (November 2004 - July 2010)
- Financial Analyst @ Eckerd Corporation (October 2003 - October 2004)
- Financial Analyst @ Business Valuation Services (January 2003 - August 2003)
Amy Powell Education
- University of Central Florida
Bachelor of Science (Business Administration; Finance)
1999-2003
Amy Powell Skills
- Investments
- Mutual Funds
- Asset Management
- Analysis
- Valuation
- Asset Allocation
- Finance
- Investment Management
- Financial Services
- Securities
- Series 7
- Alternative Investments
- Financial Modeling
- Microsoft Excel
- Financial Advisory
- CAP
- Cash Flow Statements
- Sales
- Figures
- Competitive Analysis
- Zephyr
- Oversight
- Excess
- Saint
- Ideas
- Assessment
- Search
- Design
- Adherence
- Security
- Statistics
- Metrics
- Allocations
- GAP
- PowerPoint
- NAV
- MS Excel
- Profit
- Settlement
- Portfolio Management
- Crystal Reports
- TAM
- Fit
- Strategy
- Crystal
- Inventory
- Hyperion
- Microsoft Office
- Risk Analysis
- Marketability
- Prescription
- Directors
- Attribution
- Product Development
- Ratios
- Reporting
- Cash Flow
- Proofreading
- Retail
- Modeling
- Operations
- Microsoft Access
- Marketing
- Liquidity
- Relays
- Philosophy
- Performing
- Presentations
- Pricing
- Distribution
- Product Lines
- Product Knowledge
- Marketing Materials
- Gross Profit
- Reviews
- FactSet
- Lipper
- Morningstar
- Balance
- Investment Strategies
- Analytical Skill
- Interviews
- Dispute
- Mandates
- Recruiting
- Code Coverage
Amy Powell Summary
- Amy Powell, based in Saint Petersburg, FL, US, is currently a Founder at AimWell Financial. Amy Powell brings experience from previous roles at Forbes Business Council, Corient, Transamerica and Raymond James Financial. Amy Powell holds a 1999 - 2003 Bachelor of Science in Business Administration; Finance @ University of Central Florida. With a robust skill set that includes Investments, Mutual Funds, Asset Management, Analysis, Valuation and more. Amy Powell has 3 emails and 2 mobile phone numbers on RocketReach.
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Top AimWell Financial Employees
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