Amy is a Client Solutions Consultant at AndCo. Her primary responsibilities include a comprehensive range of duties including but not limited to investment research, performance analysis, plan administration, compliance monitoring, and operational and administrative support.
Amy has over 20 years of experience in the investment community. Previously she was Vice President – Head of Operations at Bidart & Ross prior to its acquisition by AndCo. Prior to joining Bidart & Ross, Amy worked as a financial advisor with Waddell & Reed, also at Wells Fargo, and in research for the Army Corps of Engineers. Her working experience has ranged from client servicing, various lines of research, production, operations, accounting, analytical team supervision, and other tasks.