Amy Stern Email & Phone Number
Head of Transformation-UHNW Clients @ RBC Wealth Management
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Amy Stern Location
- Eden Prairie, MN, US
Amy Stern Work
- Head of Transformation-UHNW Clients @ (July 2025 - Present)
- Senior Director, U.S. Transformation @ (June 2023 - July 2025)
- Senior Vice President-Head, Advisory Programs @ (November 2019 - June 2023)
- Director, Field Training, Development and Support Services @ (November 2016 - November 2019)
- Senior Manager Field and Client Support Services, MBA @ (November 2013 - November 2016)
- MBA, Vice President, Training and Development Management @ (April 2010 - November 2013)
- Initiative Manager @ (February 2006 - September 2010)
- Manager of Business Continuity Planning and Operational Risk @ (January 2005 - February 2006)
- Senior Business Analyst @ (December 2002 - December 2004)
- Senior Associate and Management @ (June 1998 - November 2002)
Amy Stern Education
- University of Virginia Darden School of Business
Certificate (Leadership and Management)
2022-2023 - UMN Carlson School of Management
MBA (Finance and Strategic Management)
2000-2002 - University of Wisconsin-Eau Claire
BBA (Finance)
1992-1995
Amy Stern Skills
- Operational Risk
- Program Management
- Business Continuity Planning
- Series 7
- Wealth Management
- Mutual Funds
- Portfolio Management
- Strategic Financial Planning
- Asset Allocation
- Investments
- Financial Services
- Investment Advisory
- Securities
- Fixed Income
- Business Analysis
- Support
- Services
- Planning
- MBA
- Process Improvement
- Management
Amy Stern Summary
- Amy Stern, based in Eden Prairie, MN, US, is currently a Head of Transformation-UHNW Clients at RBC Wealth Management. Amy Stern brings experience from previous roles at RBC and RBC Wealth Management. Amy Stern holds a 2022 - 2023 Certificate in Leadership and Management @ University of Virginia Darden School of Business. With a robust skill set that includes Operational Risk, Program Management, Business Continuity Planning, Series 7, Wealth Management and more. Amy Stern has 1 emails and 1 mobile phone numbers on RocketReach.
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