Amy Huber, Aif®

Amy Huber, Aif® Email and Phone Number

Partner @ Bodach Partners
Parker, CO, US
Amy Huber, Aif®'s Location
Denver, Colorado, United States, United States
Amy Huber, Aif®'s Contact Details

Amy Huber, Aif® personal email

n/a
About Amy Huber, Aif®

Amy Huber, Aif® is a Partner at Bodach Partners. She possess expertise in retirement, retirement planning, series 63, 401k, product marketing and 20 more skills. Colleagues describe her as "As a former teammate of Amy’s, I can attest to her professionalism, her work ethic and her incredible ability to (consistently) establish meaningful partnerships. Amy has built a vast and impressive network for obvious reasons; She’s a tremendous resource for advisors, consultants, Recordkeepers, TPA’s, DCIO partners, etc. I am truly honored and grateful for Amy’s partnership, insights and friendship and I’m confident that anyone she works with would feel the same!" and "Amy is committed to her clients and providing the hightest quality of services. I have known Amy for over 10 years and she always delivers what she promises. A true professional and someone I will continue to seek out in our industry."

Amy Huber, Aif®'s Current Company Details
Bodach Partners

Bodach Partners

View
Partner
Parker, CO, US
Amy Huber, Aif® Work Experience Details
  • Bodach Partners
    Partner
    Bodach Partners
    Parker, Co, Us
  • We Inspire. Promote. Network. (Wipn)
    Wipn Colorado Chapter Co-Chair
    We Inspire. Promote. Network. (Wipn) Feb 2024 - Present
    Colorado, United States
    WE INSPIRE each other to achieve professional goals & personal aspirations through a national network of local chapters.PROMOTE diversity, equity & inclusion throughout the retirement industry. NETWORK to share our knowledge and experience, informed by research.
  • We Inspire. Promote. Network. (Wipn)
    Wipn Colorado Chapter Co-Chair
    We Inspire. Promote. Network. (Wipn) Jan 2024 - Present
    Colorado, United States
  • Broadridge
    Vice President, Retirement Advisor Sales Consultant
    Broadridge Jan 2021 - Oct 2024
    Denver, Colorado, United States
  • Charles Schwab
    Business Development Officer, Retirement Business Services
    Charles Schwab May 2013 - Jan 2021
    Lone Tree, Colorado
  • Td Ameritrade
    Vice President, Institutional Sales
    Td Ameritrade Jun 2011 - May 2013
  • Oppenheimerfunds
    Assistant Vice President, Tpa Channel Manager
    Oppenheimerfunds Dec 2010 - May 2011
  • Oppenheimerfunds
    Assistant Vice President, Retirement Plans Marketing & Distribution
    Oppenheimerfunds Jan 2006 - Dec 2010
    Retirement Plans Product MarketingRecordkeeper and Trust Platform Relationship Management
  • Oppenheimerfunds
    Relationship Manager, Retirement Strategic Alliances
    Oppenheimerfunds Apr 1998 - Jan 2006

Amy Huber, Aif® Skills

Retirement Retirement Planning Series 63 401k Product Marketing Mutual Funds Series 7 Relationship Management Erisa Series 6 Retirement Plan Consulting Defined Contribution Pensions Investment Advisory Defined Benefit Finra Asset Allocation Securities Investments Series 24 Trading Financial Services 401 Retirement Savings Plans Business Relationship Management Pension Funds

Amy Huber, Aif® Education Details

Frequently Asked Questions about Amy Huber, Aif®

What company does Amy Huber, Aif® work for?

Amy Huber, Aif® works for Bodach Partners

What is Amy Huber, Aif®'s role at the current company?

Amy Huber, Aif®'s current role is Partner.

What is Amy Huber, Aif®'s email address?

Amy Huber, Aif®'s email address is am****@****ade.com

What schools did Amy Huber, Aif® attend?

Amy Huber, Aif® attended Colorado State University.

What skills is Amy Huber, Aif® known for?

Amy Huber, Aif® has skills like Retirement, Retirement Planning, Series 63, 401k, Product Marketing, Mutual Funds, Series 7, Relationship Management, Erisa, Series 6, Retirement Plan Consulting, Defined Contribution.

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