Amy joined The Kraematon Group in 2018 as a Client Service Administrator after a career change from the performing arts. Her responsibilities include administering the client on-boarding process, invoice preparation, vendor correspondence, client and prospect meeting preparation and assigning special project work. She is currently studying for her Series 65 license and is working to become an Investment Advisor Representative.
Amy lives in Milford, MA and likes dancing, going to the theater, and spending time with her family and friends.
Email Address: firstname.lastname@example.org
Office Phone: (781) 431-9414