Amy Geist

Amy Geist has a diverse work experience spanning over 15 years. Amy currently works at CAPTRUST as a Client Management professional, starting in January 2021. Prior to that, they were a Client Service Associate at Shine Wealth Partners starting in November 2019. Amy also worked at Northwestern Mutual as a Client Relations Manager from April 2019 to November 2019. Additionally, they gained experience in client service at Sharkey, Howes & Javer from November 2014 to October 2018. Amy's early career involved serving as an Operations Manager at Weatherstone Capital Management from August 2006 to November 2013.

Amy Geist attended Metropolitan State University of Denver and studied Finance, General. Amy obtained additional certifications in Collaborative Leadership, Communicating with Diplomacy and Tact, Critical Thinking for Better Judgment and Decision-Making, Effective Listening, Giving and Receiving Feedback, Having Difficult Conversations, Being an Effective Team Member, Employee Experience, and Articulating Your Value from LinkedIn. The certifications were obtained between March 2022 and November 2022.