With work experience over seven years, this professional is currently working at California Dental Association that is situated in 1103 as a Senior Financial Analyst. Amy received his education from 2008 to 2010 at the California State University, Chico. This professional is a certified expert, that is proven by qualifications : Certified Healthcare Financial Professional (Chfp), Series 7 - General Securities Representative, and Series 66 - Uniform Combined State Law. Amy Mitchell is located in Cape Coral, Florida. To contact directly Amy, you can search for their phone or e-mail address or get further info by requesting access to the person's additional details.
Name variants:
Aimee Mitchell,
Amie Mitchell
Last updated Jul 02, 2024
Contact Information
Last Update
Jul 5, 2022
Email
al**@yahoo.com
Location
Cape Coral, FL
Company
Workplace
Colleagues
Work History
Senior Financial Analyst
1201 K St, Sacramento, CA 95814
Partners with management to build financial models for forecasting, to perform scenario and sensitivity analysis, and other purposes to support strategic decision-making across the organizat...
from Nov 2018
Financial Analyst
Responsible for the capital management and planning process, worked on a team that successfully raised capital through a private placement note, implemented a new general ledger and supply c...
Dec 2015 — Nov 2018
Financial Advisor
880 Carillon Pkwy, St Petersburg, FL 33716
Managed a book of business focusing on maintaining current client relationships and developing new client relationships by assessing clients' financial needs and goals while tracking progres...
May 2013 — Dec 2015
Financial Advisor
New York, NY
Built and developed client relationships as a base for my book of business by assessing clients' needs and reviewing investment goals. In addition, prepared recommendations for products such...
Jan 2011 — May 2013
Director, Global Sales Support, Merrill Lynch Wealth Management
New York, NY
from Nov 1993
Education
2008 — 2010
2006 — 2007
1995 — 1999
1988 — 1992
Occupations
Executive
Director
Sales Specialist
Sales Support
Accountant
Finance and Accounting Specialist
Operations Manager
Services Professional
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Financial Services
Relationship Management
Series 7
401K
Series 24
Series 66
Retirement Planning
Investments
Strategic Financial Planning
Credit
Loans
Banking
Portfolio Management
Financial Analysis
Wealth Management
Mutual Funds
Asset Allocation
Retirement
Finance
Asset Management
Securities
Cerified Healthcare Financial Professional
FAQs about Amy Mitchell
What's the main profession of Amy Mitchell?
This professional's job is Senior Financial Analyst
What jobs is Amy proficient at at?
Amy is a professional Executive and Director jobs.
Where does Amy Mitchell currently live?
Cape Coral, Florida is the place where Amy Mitchell lives
What is the professional's email?
Amy's email is al**@yahoo.com.
How many companies did Amy Mitchell work at?
Amy Mitchell worked at six jobs.
What education does Amy Mitchell have?
Amy studied at the California State University, Chico from 2008 to 2010.
Are there any certifications, that Amy Mitchell has?
Amy received the following certifications: Certified Healthcare Financial Professional (Chfp), Series 7 - General Securities Representative, and Series 66 - Uniform Combined State Law.
Are there any industries Amy Mitchell is connected to?
This person works in Financial Services industry.