For over 11 years Amy Lynn Powell has been working in different jobs. Recently, this person worked as a Senior Wealth Manager in Doyle Wealth Management widening experience. Amy Lynn Powell graduated from University of Central Florida in 2003 where the professional received all the required knowledge and skills. This expert can speak German. You can find Amy Lynn Powell in Saint Petersburg, Florida, where he is located nowadays. SoftwareOfficial has all the information you need to connect Amy Lynn Powell, such as Amy's phone number or email address. Send the request to get more info.
Name variants:
Aimee Powell,
Amie Powell
Last updated Jul 01, 2024
Contact Information
Last Update
Jul 5, 2022
Email
am**@outlook.com, am**@verizon.net, am**@talife.com
Location
Saint Petersburg, FL
Company
Workplace
Colleagues
Work History
Senior Wealth Manager
333 3Rd Ave north SUITE 300, Saint Petersburg, FL 33701
Partnering with clients to help them to achieve their financial goals and ensure their financial success. Responsible for a team overseeing more than 270 client relationships and $240 millio...
from Mar 2015
Financial Analyst
Flash reporting for a corporation with revenues in excess of $13 billion a year. Calculated sales, gross profit and inventory figures, as well as variances to forecast and plan, on a weekly ...
Oct 2003 — Oct 2004
Financial Analyst
Created discounted cash flow statements, researched guideline companies, and calculated pertinent liquidity, leverage and performance ratios used in the valuation of closely held companies. ...
Jan 2003 — Aug 2003
Senior Accounting Manager
Maryland
At Transamerica, we believe that everybody deserves to feel confident and secure in their tomorrow. That's why we offer smart financial tools and products to help make it easier to build a f...
from Jun 1982
Education
1999 — 2003
1978 — 1982
Occupations
Executive
Manager
Non-Profit
Accountant
Finance and Accounting Specialist
Vice President
Financial Broker
Investment Analyst
Sales Specialist
Agent
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Puchasing and Estimating Manager
Financial Manager
Sales Representative
Skills
Investments
Mutual Funds
Asset Management
Analysis
Valuation
Asset Allocation
Finance
Investment Management
Financial Services
Securities
Series 7
Alternative Investments
Financial Modeling
Microsoft Excel
Financial Advisory
Accounting
Business Analysis
Financial Accounting
Management
Financial Reporting
Financial Analysis
General Ledger
Sarbanes Oxley Act
Financial Planning
Process Improvement
Life Insurance
New Product Implementations
Collaborative Problem Solving
Problem Solving
Team Management
Leadership
Sdlc
Problem Analysis
Strategic Planning
Customer Service
Insurance
Business Process Improvement
FAQs about Amy Lynn Powell
What is the main profession of Amy Lynn Powell?
Amy Lynn Powell is a Senior Wealth Manager.
What jobs is Amy proficient at at?
Amy is a professional such jobs as Executive and Manager.
Where does Amy Lynn Powell live?
Amy Lynn Powell lives in Saint Petersburg, Florida.
What is Amy's email?
The expert's email is am**@outlook.com and am**@verizon.net.
Where did Amy Lynn Powell work?
This person worked at Doyle Wealth Management, Transamerica.
Where has Amy Lynn Powell studied?
Amy studied at the University of Central Florida from 1999 to 2003.
What languages does Amy Lynn Powell speak?
Amy Lynn Powell speaks German.
What is professional industry that Amy Lynn Powell is connected to?
Amy Lynn Powell works in Insurance industry.