Amy Saxner Email & Phone Number

Amy is often the first point of contact for the companies she's worked with, providing a collaborative, positive, and service-oriented customer experience. At Polaris Compliance Consulting, she oversees and optimizes day-to-day operations, manages and leads proposals and billing, prepares Mock Audits, and onboards new Registered Investment Advisors across the United States.With over 14 years of experience in the financial services industry, Amy brings a wealth of knowledge, expertise, and passion for the customer to her role. Prior to the investment industry, she has achieved success in other sectors including real estate, hospitality and retail. With this diverse background, she's able to bring a well-rounded perspective to put clients first and drive excellence. Originally from Kentucky, Amy has called South Florida home for over 30 years. She enjoys spending time with her husband and golden retriever named Wrigley, outdoor activities, cooking, and home design projects.

Listed skills include Customer Service, Microsoft Office, Wealth Management, Sales, and 38 others.