|Indicate the degree to which you agree or disagree with the statements below.|
Amy joined CWM as a Client Services Coordinator in 2013 and now heads our transition team as Senior Transition Associate. Amy is responsible for the processing of all required transition paperwork and strives to make the onboarding process as seamless as possible. She joined CWM after working in the compliance department of Monument Wealth Management, where she assisted in updating compliance procedures and documentation.
Amy earned her Bachelor’s degree in Psychology from the University of Arizona in 2005. Originally from Arizona, she relocated to Virginia in 2008. When she is not assisting you with onboarding your accounts, she enjoys running, amateur photography and museums.
Amy directs the handling and processing of all the required transition paperwork, making the on boarding as seamless as possible.