Amy has been in the financial solutions arena for more than 10 years, including joining Balance Sheet Solutions in 2006. As an Institutional Fixed Income Sales Representative, she collaborates directly with CEOs and CFOs to expand their available investment options and realize their balance sheet strategies. From fixed income investment options – including marketable securities – to brokered certificates (SimpliCD), Amy offers access to a wealth of resources. Credit union decision makers regularly use her services, not only for their investment portfolio needs, but also to strengthen their overall balance sheet.
Prior to Balance Sheet Solutions, Amy worked as an investment associate for Empire Corporate’s asset liability management department. Amy began in the financial services industry while in the U.S. Air Force's Accounting and Finance department. In addition, she worked for a commercial bank where she was responsible for the accounting of a $700 million investment portfolio.
After leaving the U.S. Air Force, Amy received her bachelor's degree in Accounting from the University of New York at Albany. In addition, Amy holds her Series 7 and 63 through ISI and her Series 65 through Balance Sheet Solutions.
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