Ami Beck

Associate Wealth Advisor at 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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