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Amelia (Amy) Proctor, Cpa profile image

Amelia (Amy) Proctor, Cpa

Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">ProYung Research, LLC</span>
Intro Book
Experienced CPA with a strong background in finance and financial services.
  • Claim this Profile
Location
Tyler, Texas, United States, US
Skills
  • Investments
  • Finance
  • Securities
  • Financial Services
  • Financial Advisory
  • Show all
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Bio

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Amelia (amy) Proctor, CPA, is a seasoned finance professional with over 20 years of experience in investments, finance, and financial services. She has held various leadership positions, including SVP at Texas Bank and Trust Company and Branch Manager at Raymond James Financial Services, Inc. Proctor holds a BBA in Accounting from the University of Texas at Tyler and is a Certified Public Accountant (CPA) certified by the Texas State Board of Public Accountancy.

Credentials

  • Certified Public Accountant
    Texas State Board of Public Accountancy

Experience

  • ProYung Research, LLC
    • Tyler, Texas
    • Advisor
      • Feb 2018 - Present
      • Tyler, Texas
  • Texas Bank and Trust Company
    • SVP-Business Development Officer-Trust and Investment Division
      • Jun 2007 - Feb 2018

    • SVP-Division Manager-TBT Financial Services
      • Sep 2012 - Sep 2016

  • Raymond James Financial Services, Inc.
    • 1800 NW Loop 281, Suite 100 Longview, TX 75604
    • Branch Manager, Financial Advisor
      • Jun 2011 - Sep 2016
      • 1800 NW Loop 281, Suite 100 Longview, TX 75604

      Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC and are Not deposit, Not insured by FDIC or any other governmental agency, Not guaranteed by the financial institution, and are Subject to risk and may lose value. TBT Financial Services and Texas Bank and Trust ...

  • Texas Bank and Trust Company
    • VP-Trust Officer and Financial Reporting Accountant
      • Jun 2007 - Jun 2011

      Trust Officer and Financial Reporting Accountant

  • Texas State Bank
    • SVP-Personal Trust Division Manager
      • Aug 2003 - Jun 2007
  • Secured Trust Bank
    • Tyler, Texas Area
    • SVP CFO
      • Dec 1996 - Aug 2003
      • Tyler, Texas Area

      CFOTrust Operations Manager

Education

  • 1982 - 1984
    University of Texas at Tyler
  • 1981 - 1982
    Tyler Junior College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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