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
PERSONAL INTERESTS
Golf
Tennis
Tennis
Tennis
Tennis
Tennis