IT Financial Services
Tax Center
Amy’s management expertise contains management in compliance, finance, human assets, marketing, operations, service, and know-how. In May 2012, she was acknowledged as a member of the IA25 by Investment Advisor magazine and in 2011, 2010, and 2009 as one of many “Top 50 Women in Wealth Management” by Wealth Manager. In addition to the next generation, Amy’s profile showcases her passion for supporting ladies advisors in the financial companies business including the annual Cambridge Women Advisors Forum. based mostly association the place he served because the Chief Financial Officer and Senior Vice President of Operations for six years. In this position he managed the day-to-day finance and operations, together with business and strategic planning, the Board’s finance committee that oversaw budgeting and audits, and several other member outreach applications.
Giving again to the community has all the time been a precedence for Denise. She has served as a …