Amy Mcintosh Email and Phone Number
Amy Mcintosh work email
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Amy Mcintosh personal email
I have a bachelor's degree in Business Administration from Northern Kentucky University. I began my career as a Customer Service Representative for US Bank in 2002. I then transitioned to our Institutional Trust and Custody business as an Account Manager. We carved out our Registered Investment Advisor business in 2012 where I switched roles to our New Accounts team. My experience has made me an expert in the Investment Advisor business as a whole. In my current role, I manage the bank's Investment Advisor Services Onboarding Strategy which includes all aspects of transitioning an advisory firm from their previous custodian to U.S. Bank. My skills, experience and knowledge make me an asset to any organization.
U.S. Bank
View- Website:
- usbank.com
- Employees:
- 59540
-
Investment Advisor Services - Onboarding ManagerU.S. Bank Mar 2022 - PresentCincinnati, Ohio, United StatesResponsible for transitioning all new investment advisors to the U.S. Bank platform. -
Investment Advisor Services - New Account SpecialistU.S. Bank Oct 2015 - Jul 2022Coordinate and execute new account documents to open new accounts for Registered Investment Advisors. Including but not limited to Trust, IRA, ERISAs, Corporations, Private Investment Companies, and Individual accounts.Responsible for oversight of our top tier relationship on-boarding experience.Work closely with BDO/RM team to bring new advisors onto our on-boarding platform.Delegate new account volume to our team of on-boarding representatives to maintain SLAs.Work to develop/test new and existing processes and software to streamline account openings. -
Institutional Trust & Custody - Customer Service ManagerUs Bank Aug 2010 - Oct 2015Primary contact for support on assigned custody account relationships.Monitoring and reviewing account balances, fee income, receipts and disbursement review and approval of global and domestic requests. Work as client liaison between several internal departments to resolve client questions and issues on trades, incoming and outgoing account transfers, stock gifts, income, etc. -
Account AssociateU.S. Bank Oct 2007 - Aug 2010Cincinnati, OhResponsible for cash transactions (receipts and disbursements) for Institutional Trust and Custody Division. Responsible for large dollar wires domestic and foreign, as well as cash balancing and exception clearing as well as tax coding for IRA's. Also took care of all supply ordering for the office. -
Customer Service SpecialistU.S. Bank Feb 2002 - Oct 2007
Amy Mcintosh Education Details
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Business Administration And Management, General
Frequently Asked Questions about Amy Mcintosh
What company does Amy Mcintosh work for?
Amy Mcintosh works for U.s. Bank
What is Amy Mcintosh's role at the current company?
Amy Mcintosh's current role is Investment Advisor Services - Onboarding Manager.
What is Amy Mcintosh's email address?
Amy Mcintosh's email address is am****@****ank.com
What schools did Amy Mcintosh attend?
Amy Mcintosh attended Northern Kentucky University.
Who are Amy Mcintosh's colleagues?
Amy Mcintosh's colleagues are Jill Morrison, Jeffrey Bockhorn, Mansour Karim, Roy Sparks, Syed Akram, Jessica Rowan, C D.
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