Amy Ries

Amy Ries has a diverse work experience in the financial industry. In 2005, they started their career at Whitebox Advisors as a Fund Accountant/Operations, where they conducted fund accounting and developed reconciliations and investor reports. Amy also priced securities for the portfolio and ensured accurate valuation of fixed income securities. From 2010 to 2011, Amy worked as a Compliance Specialist at Whitebox Advisors, reviewing and conducting compliance checks for trades and investment portfolios. Amy administered farm loans and conducted various operations for a client.

In 2012, Amy joined The Clifton Group as a Trade Support Analyst, where they developed investment reports, ensured the accuracy of client account information, and posted daily reports on the client website. Their responsibilities also included supporting Portfolio Managers by issuing daily reports with reliable client data.

From 2013 to 2023, Amy worked at Columbia Threadneedle Investments as a Middle Office Specialist. Their role involved handling mortgage-backed securities and derivatives. Amy played a crucial part in the company's success by providing strategic trading recommendations and maintaining accurate client data.

Amy's most recent position is as a Senior Financial Analyst at Garda Capital Partners in 2023.

Throughout their career, Amy has demonstrated strong analytical skills, attention to detail, and a commitment to ensuring compliance and accurate financial data.

Amy Ries completed their Bachelor of Science degree in Finance at Minnesota State University, Mankato from 1994 to 1998.