Amy R
Client Services Associate at Archvest Wealth Advisors | Albany, New York, United States
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Client Services Associate at Archvest Wealth Advisors in February 2024 to Present
Assistant Director of Operations at Simmons Capital Group in May 2022 to March 2024
Licensed Real Estate Salesperson at Miranda Real Estate Group, Inc. in February 2022 to March 2024
Licensed Real Estate Salesperson at Keller Williams Realty, Inc. in October 2021 to February 2022
Registered Client Associate at Merrill Lynch in January 2020 to November 2021
Assistant Compliance Officer at Purshe Kaplan Sterling Investments (PKS) in October 2019 to January 2020
Licensed Real Estate Agent at Keller Williams Realty, Inc. in July 2019 to October 2019
Wax Specialist at European Wax Center in March 2019 to October 2019
Client Service Associate at Morgan Stanley in January 2018 to March 2019
Manager at Stewart's Shops Corp in June 2017 to December 2017
Assistant to Managing Partner & Resource Facilitator at PlanWell Wealth and Risk Management in January 2017 to June 2017
Photo Booth Operator at Complete Weddings + Events Albany in May 2015 to May 2017
Registered Client Associate at RBC Wealth Management in November 2007 to January 2017
Processor at Watson Peterson & Co in February 2016 to April 2016
Busser at Mario's Restaurant & Pizzeria in October 2012 to July 2015
Call Center Representative at AAA Northway in May 2006 to November 2007
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Manfred Real Estate School, Licensed Real Esate Salesperson, January 2019
Aesthetic Science Institute, NYS Licensed Esthetician, January 2005 to January 2006
BHBL High School, January 2000 to January 2004
Aesthetic Science Institute, NYS Esthetics License
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Google Calendar
Travel Arrangements
Expense Reports
Executive Support
Confidentiality
Attention to Detail
Customer Relationship Management (CRM)
Wealth Management
Series 65
Series 63
Series 7
Microsoft Office
Customer Service
Financial Services
Marketing
Social Media
Microsoft Excel
Investments
Aesthetics
Brazilian Waxing
Waxing
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Discover more about Archvest Wealth AdvisorsWhat is Amy R email address?
Email Amy R at [email protected] and [email protected]. This email is the most updated Amy R's email found in 2026.
How to contact Amy R?
To contact Amy R send an email to [email protected] or [email protected].
What company does Amy R work for?
Amy R works for Archvest Wealth Advisors
What is Amy R's role at Archvest Wealth Advisors?
Amy R is Client Services Associate
What is Amy R's Phone Number?
Amy R's phone (212) ***-*739
Amy R Email Addresses
Amy R Phone Numbers
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