Amy Yeager

Amy Yeager has a total of 19 years of experience in the financial services industry. Amy currently holds the position of Vice President at Churchill Management Group since July 2015. In this role, they manage 225+ client relationships representing $160 million in assets. Amy'sresponsibilities include developing and implementing investment strategies for clients, providing regular portfolio management updates, and addressing client questions and concerns.

Prior to their current role, Amy served as the Associate Vice President - Client Servicing at Churchill Management Group from October 2014 to July 2015, where they serviced 200+ client relationships representing $80 million+ in assets. Amy also worked as a Sales Support Manager from 2006 to 2009, overseeing a team of administrative assistants and implementing new policies to increase efficiency. Additionally, they served as the New Accounts Manager from 2004 to 2006, where they processed new accounts and coordinated with partnering brokerage firms.

Throughout their career, Amy has demonstrated strong leadership skills and a dedication to providing excellent client service.

Amy Yeager attended Virginia Commonwealth University from 1997 to 2002, where they completed their Bachelor of Arts (B.A.) degree. The field of study they pursued during their time at the university is unspecified. In addition to their academic qualifications, Amy obtained the Series 65 certification from the Financial Industry Regulatory Authority. However, the specific month and year of when they obtained this certification are not provided.