Amy Richardson's Location
Denver, Colorado, United States
Amy Richardson's Work
- Director-Schwab Asset Management Solutions @ Charles Schwab
- Senior Team Manager, Financial Planner - Centralized Planning Group @ Charles Schwab
- Senior Team Manager, Planning Consultant Schwab Intelligent Portfolios Premium @ Charles Schwab
- Regional Director - Schwab Asset Management Solutions @ Charles Schwab
- Club President - Denver Metro South Rotary Club @ Rotary International
- Committee Member at Financial Planning Standards Board LTD @ Financial Planning Standards Board Ltd.
- Financial Planner Schwab Intelligent Portfolios Premium @ Charles Schwab
- Client Relationship Manager @ Brown & Tedstrom, Inc.
- Rotary Satellite Club President @ Rotary Club of Denver Southeast Satellite Club
- Portfolio Associate @ Harris Associates
Amy Richardson's Education
- University of Denver
BSBA ( Real Estate/Finance)
2002 - 2006 - University of Denver - Daniels College of Business2002 - 2006
Amy Richardson's Skills
- Financial Advisory
- FINRA
- Portfolio Management
- Mutual Funds
- Series 7
- Uniform Combined State Law
- Series 66
- Series 10
- Life & Health Insurance Licenses
- Retirement Planning
Amy Richardson's Summary
Amy Richardson, based in Denver, Colorado, United States, is currently a Director-Schwab Asset Management Solutions at Charles Schwab, bringing experience from previous roles at Charles Schwab and Rotary International. Amy Richardson holds a 2002 - 2006 BSBA in Real Estate/Finance @ University of Denver. With a robust skill set that includes Financial Advisory, FINRA, Portfolio Management, Mutual Funds, Series 7 and more, Amy Richardson contributes valuable insights to the industry. Amy Richardson has 1 email on RocketReach.
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