Amy has spent her career in the financial services industry and started by working at a bank after high school. Her job responsibilities include preparing and processing account paperwork and asset transfers, along with handling client service requests. A key part of her job is ensuring the day-to-day transactions occur accurately. Amy says the family atmosphere at the firm is genuine. She believes the firm really cares about their employees and clients.
When Amy is not handling service requests, you might find her teaching Sunday School at her local church. She also enjoys running to stay physically fit and reading to stay mentally fit.