Amy Mcintosh

Amy Mcintosh Email and Phone Number

Investment Advisor Services - Onboarding Manager @ U.S. Bank
minneapolis, minnesota, united states
Amy Mcintosh's Location
Milford, Ohio, United States, United States
Amy Mcintosh's Contact Details

Amy Mcintosh work email

Amy Mcintosh personal email

n/a
About Amy Mcintosh

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.

Amy Mcintosh's Current Company Details
U.S. Bank

U.S. Bank

View
Investment Advisor Services - Onboarding Manager
minneapolis, minnesota, united states
Website:
usbank.com
Employees:
59540
Amy Mcintosh Work Experience Details
  • U.S. Bank
    Investment Advisor Services - Onboarding Manager
    U.S. Bank Mar 2022 - Present
    Cincinnati, Ohio, United States
    Responsible for transitioning all new investment advisors to the U.S. Bank platform.
  • U.S. Bank
    Investment Advisor Services - New Account Specialist
    U.S. Bank Oct 2015 - Jul 2022
    Coordinate 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.
  • Us Bank
    Institutional Trust & Custody - Customer Service Manager
    Us Bank Aug 2010 - Oct 2015
    Primary 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.
  • U.S. Bank
    Account Associate
    U.S. Bank Oct 2007 - Aug 2010
    Cincinnati, Oh
    Responsible 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.
  • U.S. Bank
    Customer Service Specialist
    U.S. Bank Feb 2002 - Oct 2007

Amy Mcintosh Education Details

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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