Amy Saxner Email & Phone Number
Director of Business Development and Operations @ Polaris Compliance Consulting, LLC
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Amy Saxner Location
- Jensen Beach, FL, US
Amy Saxner Work
- Director of Business Development and Operations @ (March 2022 - Present)
- Sr. Client Service Associate-Retirement Planning Department at Provenance Wealth Advisors @ (July 2018 - April 2022)
- Client Service Associate-Retirement Planning Department at Provenance Wealth Advisors @ (January 2012 - July 2018)
- Teller Operations Specialist @ (May 2010 - January 2012)
Amy Saxner Education
- Miami Dade College
- University of Kentucky
Amy Saxner Skills
- Customer Service
- Microsoft Office
- Wealth Management
- Sales
- Finance
- Financial Planning
- Accounting
- Strategic Financial Planning
- Microsoft Excel
- Leadership
- Financial Analysis
- Estate Planning
- Microsoft Word
- Team Building
- Public Speaking
- Event Planning
- Management
- Customer Satisfaction
- Strategic Planning
- Data Analysis
- PowerPoint
- Social Media Marketing
- Budgets
- Coaching
- Time Management
- Public Relations
- QuickBooks
- Operations Management
- Project Planning
- Wealth
- System Administration
- Accounts Payable
- Payroll
- Team Leadership
- Accounts Receivable
- Retail
- Forecasting
- Adobe Acrobat
- Financial Advisory
- Outlook
- Financial Reporting
- Social Media
Amy Saxner Summary
- Amy Saxner, based in Jensen Beach, FL, US, is currently a Director of Business Development and Operations at Polaris Compliance Consulting, LLC. Amy Saxner brings experience from previous roles at Provenance Wealth Advisors, RJFS and Bank of America. Amy Saxner holds a Miami Dade College. With a robust skill set that includes Customer Service, Microsoft Office, Wealth Management, Sales, Finance and more. Amy Saxner has 2 emails and 1 mobile phone numbers on RocketReach.
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