Amy Martins Email and Phone Number

Oversaw operations for a boutique RIA firm. In charge of cashiering, account maintenance, and new account on-boarding. Effectively communicated with clients regarding their portfolio and coordinated suitable strategies with other business professionals such as accountants and attorneys.

Successfully planned, coordinated, marketed, and executed over 80 seminars in 27 states, Puerto Rico and Latin America.Maximized efficiency of seminar development and facilitation process by instituting best practices for seminar creation, internal and external event coordination, budget creation, promotion and marketing, educational content development and key speakers. Teamed up with internal departments enhancing multi-channel event marketing, collateral development, and logistics management. Presented projects to senior management. Analyzed statistics and measured performance outcomes for all professional seminars.

Trained and educated investment professionals and staff on software and web-based applications through online courses, field office visits and offsite training sessions, resulting in enhanced organizational consistency.

Provided service to new and established clients while advising on major financial decisions, including suitability, asset allocation, investments, retirement planning, and life insurance.