As a Client Service Associate, Amy supports the operational and administrative needs of financial advisors and their clients. The team at Seventy2 Capital can count on Amy’s strong work ethic and responsiveness to clients.
Prior to Seventy2 Capital, Amy served as a Wealth Management Client Associate with an experienced team of advisors at Merrill Lynch. During her tenure in that role, Amy established a track record of nurturing client relationships. She is often going the extra mile with clients as Amy enjoys the interactive nature of her role and combines it with a passion for numbers. Earlier in her career, Amy examined and organized financial records as an accountant for a media company and as an accounting specialist for a government contractor, though she no longer provides accounting services.
Amy completed a BS degree in Accounting and Finance from the University of Maryland Global Campus. Originally from Mt. Airy, MD, Amy is married with two children. She also loves the beach and is a blue water connoisseur.