Amy Ko has been working as a Vice President in Fiduciary Trust Company since 2013. Additionally, the person has on-the-job experience at more than five companies using similar skills. Amy has a total work experience of 13+ years. Amy Ko studied at the Northeastern University - Graduate School of Business Administration from 2008 to 2011. This expert has studied English and Cantonese- Chinese. Boston, Massachusetts is the place where this person currently lives. You can find this expert's actual contacts with SoftwareOfficial search.
Name variants:
Aimee Ko,
Amie Ko
Last updated Jul 01, 2024
Contact Information
Workplace
Vice President
Boston, MA
Industry
Financial Services, State Commercial Bank, Trusts, Nec
Colleagues
Work History
Vice President
Greater Boston Area
As the primary point of contact and relationship manager for high/ultra-high networth clients and their families, I act as an investment advisor and trust administrator to help meet their on...
from May 2013
VP; Private Client Advisor
Client advisor provides holistic wealth management expertise to high/ultra-high networth client relationships of U.S. Trust. Offerings include debt structuring, tax efficiency planning, est...
Jan 2010 — May 2013
VP; Commercial Premier Client Manager
Greater Boston Area
Specialized in personal wealth advisory services and asset management for C-suite level Executives, Private Business Owners, and PE and VC Partners.
Jul 2004 — Jan 2010
Education
1999 — 2004
from 2011
Occupations
Executive
Vice President
Lawyer
Fiduciary
Sales Specialist
Relationship Manager
Advisor
Accountant
Finance and Accounting Specialist
Non-Profit
Chief Communications Officer
Chief Executive
Trust Law Attorney
Lawyer
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Insurance
Credit
Banking
Private Banking
Strategic Planning
Financial Advisory
Customer Service
FAQs about Amy Ko
What is the profession of Amy Ko?
This professional's job is Vice President
What jobs is Amy a professional at?
The expert is a professional Executive and Vice President jobs.
Where does Amy Ko live?
Amy Ko currently lives in Boston, Massachusetts.
Where did Amy Ko work?
Amy worked at Fiduciary Trust Company, U.S. Trust.
What education does Amy Ko have?
Amy studied at the Northeastern University - Graduate School of Business Administration from 2008 to 2011.
Are there any special awards Amy Ko ever received?
This professional received awards and these awards are: 2010- Completed Wharton Online Private Wealth Management program..
What languages does Amy Ko speak?
Amy Ko speaks English, Cantonese- Chinese, and Spanish.
What is professional industry that Amy Ko is connected to?
This professional works in Financial Services industry.