Amy Bennett Email and Phone Number
Amy Bennett personal email
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Amy Bennett is a Client Relationship Manager at Live Oak Private Wealth. She works with new clients to ensure that their relationship with Live Oak Private Wealth begins strongly and is successful from paperwork to transition of assets. Amy’s superior service standards are critical to the cultivation of client relationships, and she works hard to make sure they feel like they’re part of the Live Oak Private Wealth family.
Live Oak Private Wealth
View- Website:
- liveoakprivatewealth.com
- Employees:
- 11
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Client Relationship ManagerLive Oak Private Wealth Sep 2018 - PresentAmy Bennett is a Client Relationship Manager at Live Oak Private Wealth. She works with new clients to ensure that their relationship with Live Oak Private Wealth begins strongly and is successful from paperwork to transition of assets. Amy’s superior service standards are critical to the cultivation of client relationships, and she works hard to make sure they feel like they’re part of the Live Oak Private Wealth family.Amy joins Live Oak Private Wealth with extensive experience in financial administration support. She previously served clients at a large regional brokerage and investment banking firm and was focused on delivering individual administrative and sales support to financial consultants, the business marketing manager and portfolio management officer. Amy is a graduate of Clayton State College. Amy is very involved with her church family, Winter Park Baptist Church, and enjoys spending downtime with her husband and daughter going to the movies, camping and exercising. -
Registered Client Service AssociateIndependent May 2018 - Present
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Registered Client Service AssociateBb&T Scott & Stringfellow Nov 2001 - Apr 2018
Amy Bennett Skills
Amy Bennett Education Details
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Business Administration And Management, General
Frequently Asked Questions about Amy Bennett
What company does Amy Bennett work for?
Amy Bennett works for Live Oak Private Wealth
What is Amy Bennett's role at the current company?
Amy Bennett's current role is Client Relationship Manager at Live Oak Private Wealth.
What is Amy Bennett's email address?
Amy Bennett's email address is am****@****hoo.com
What schools did Amy Bennett attend?
Amy Bennett attended Clayton State University.
What skills is Amy Bennett known for?
Amy Bennett has skills like Teaching, Photoshop, Microsoft Office, Microsoft Word, Powerpoint, Research, Microsoft Excel, English, Public Speaking, Customer Service, Windows, Outlook.
Who are Amy Bennett's colleagues?
Amy Bennett's colleagues are Missy Isley Musser, Tyler Powell, Adam Easley, Andy Basinger, Frank Jolley, Cfa, Bill Coleman, Daniel Hughes, Cfp®, Ctfa.
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Amy Bennett
San Jose, Ca2aptmetrics.com, gmail.com3 +120365XXXXX
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Amy Bennett
Fort Campbell, Tn4disneycareers.com, thewaltdisneycompany.com, espn.com, disney.com3 +442082XXXXXX
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Amy Bennett
New York City Metropolitan Area
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