Experience

BF/Anderson & Company

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner/ Investment Advisor

  • Jan 2010 - Present

  In addition to her role as a managing partner, Amy serves as a investment advisor and holds her Series 65. Her primary responsibilities include managing client portfolios, securing and maintaining business partnerships with prospective and current clients, as well as marketing the firm and its focused investment philosophies. In addition to her role as a managing partner, Amy serves as a investment advisor and holds her Series 65. Her primary responsibilities include managing client portfolios, securing and maintaining business partnerships with prospective and current clients, as well as marketing the firm and its focused investment philosophies.



Purcell Advisory Services, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Operations Specialist

  • Oct 2012 - Oct 2013

  Operations associate responsible for B2B communications, trade desk orders: bond markets, equity markets, alternative and precious metal market trading. Opening/closing various client accounts. In addition to operations position, was also engaged in whole sale marketing to prospective advisors about third party tactical money management strategies offered. Operations associate responsible for B2B communications, trade desk orders: bond markets, equity markets, alternative and precious metal market trading. Opening/closing various client accounts. In addition to operations position, was also engaged in whole sale marketing to prospective advisors about third party tactical money management strategies offered.