Amy King
Chief Operating Officer at Kathmere Capital Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Wayne, Pennsylvania, United States, US
Languages
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English Native or bilingual proficiency
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Bio
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Credentials
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Certified Yoga Instructor
Yoga InstructorJan, 2015- Sep, 2024 -
Series 66
FINRAJan, 2006- Sep, 2024 -
Series 7
FINRAJan, 2006- Sep, 2024
Experience
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Kathmere Capital Management
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United States
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Financial Services
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1 - 100 Employee
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Chief Operating Officer
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Jul 2022 - Present
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Concentus Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Operations Manager
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Jan 2021 - Jul 2022
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MPB Financial
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Financial Services
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1 - 100 Employee
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Senior Manager of Operations, Wealth Management
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2019 - 2021
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Bluestone Capital Management
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United States
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Investment Management
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1 - 100 Employee
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Operations Manager
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2016 - 2019
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Customer Relationship Specialist
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2014 - 2017
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Registered Client Service Associate
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2011 - 2014
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Education
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2002 - 2006
La Salle University
Bachelor of Science (BS), Finance and Marketing
Community
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