Amy brings 20+ years of hands-on experience developing and implementing sales strategies that maximize revenue growth. Throughout her career, she has built territories, grown brands, and developed people. She has extensive experience mentoring sales professionals and building teams of top performers. She is able to 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