Client Relations & Operations Supervisor
Amy joined Compass in 2010 as a senior leader in operations and client reporting and has worked in the industry since 1996. Prior to joining Compass, she worked at Bellisio Foods as an Executive Assistant to the CFO. From 2002 to 2007, she was an Operations Administrator and Director of Marketing at JRA Financial Advisors. Prior to 2002, she held similar marketing and internal wholesaling roles at Jundt Associates and Aegon Financial Services Group. Amy attended college at the University of Minnesota and Colorado Mountain College in Steamboat Springs. She is a former holder of Life/Health Insurance License as well as Series 6 and 63 Securities licenses.