Financial Services Leader | Dynamic Presenter

Financial Services Leader | Dynamic PresenterFinancial Services Leader | Dynamic PresenterFinancial Services Leader | Dynamic Presenter

Financial Services Leader | Dynamic Presenter

Financial Services Leader | Dynamic PresenterFinancial Services Leader | Dynamic PresenterFinancial Services Leader | Dynamic Presenter
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Amy Smith, MBA

Amy Smith, MBAAmy Smith, MBAAmy Smith, MBA

Building wealth for global clients.

CONNECT WITH ME ON LINKEDIN

Amy Smith, MBA

Amy Smith, MBAAmy Smith, MBAAmy Smith, MBA

Building wealth for global clients.

CONNECT WITH ME ON LINKEDIN

Meet Amy

Financial Services Professional

Amy brings 20+ years of hands-on experience developing and implementing sales strategies that maximize revenue growth. She has built territories, grown brands, and developed people throughout her career. She has extensive experience mentoring sales professionals and building teams of top performers. She can negotiate contracts persuasively and communicate diplomatically with clients to establish long-term, productive relationships. Amy is skilled at building business relationships with clients, prospects, and C-Level executives. She is known for elevating entire complexes of sales professionals on practice management skills to differentiate their practice and create a better client acquisition process.  


Location: Boston, MA

Degrees: B.S., Finance from UMass

Certifications: Certified Investment Management Analyst® (CIMA®)

Professional Affiliations: Investments & Wealth Institute

CORE COMPETENCIES

Consultative Sales Strategy

Client Relationship Development

Client Relationship Development

Client Relationship Development

Client Relationship Development

Client Relationship Development

Territory Management

Client Relationship Development

Territory Management

Process Improvement

Product Development & Implementation

Territory Management

Wealth Forecasting Analysis

Product Development & Implementation

Product Development & Implementation

Product Development & Implementation

Product Development & Implementation

Product Development & Implementation

New Product Capital Raise

Advanced Investment Strategies

New Product Capital Raise

Leadership & Mentorship

Advanced Investment Strategies

New Product Capital Raise

Advanced Investment Strategies

Advanced Investment Strategies

Advanced Investment Strategies

An investment in knowledge always pays the best interest.


Benjamin Franklin

PERSONAL INTERESTS

Golf

Tennis

Tennis

Tennis

Tennis

Tennis

Yoga

Tennis

Yoga

Contact Amy

Contact Amy

 I am open to engaging with like-minded individuals and organizations. If our goals align, I welcome the opportunity to discuss potential collaborations. 

DzDomains.com

617-906-8881

Drop me a line!

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