Charles Schwab
Ami Beck is an experienced financial professional currently serving as an Associate Wealth Advisor at Charles Schwab since March 2021. Prior to this role, Ami held positions as a Financial Analyst at Raytheon Intelligence & Space and a Client Relationship Specialist at Charles Schwab. Earlier experience includes operating as an Independent Business Owner at Music Box and working as a Client Account Manager & Financial Services Representative at T. Rowe Price. Additionally, Ami worked as a Clinical Coding & Reimbursement Specialist at Good Samaritan, focusing on charge entry and account management. Ami holds a Bachelor of Science in Business Management with a focus on Finance and Accounting and a Master of Science in Business Management with a specialization in Finance and Financial Management Services, both from Colorado State University.
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