Amy's Story
I've been working in the financial industry for over 30 years (although I took a break to stay home and take care of my young children). I've loved studying the markets since I took my first undergraduate class in economics. I continued my studies a few years later when I earned an MBA in Finance. My MBA was required when I set my goal of becoming a mutual fund portfolio manager, which I was for almost ten years.
My studies continued after my children started school when I began the rigorous process of becoming a Certified Financial Planner™. Six college-level courses, one two-day exam, and 3 years of work experience later I earned the right to call myself a CFP®.
Work Experience:
|
2013-present |
Prism Financial Planning, LLC, Issaquah, WA |
|
2009-2013 |
Financial Planner at Ramsey & Associates, Seattle, WA |
|
1999-2009 |
Stay-at-Home Mom to three wonderful children, Issaquah, WA |
|
1995-1999 |
VP, Sr. Portfolio Manager at American Century Investments, Mountain View, CA |
|
1991-1995 |
Fixed Income Portfolio Manager at Benham Capital Mgmt, Mountain View, CA |
|
1989-1991 |
Portfolio Assistant at Benham Capital Mgmt, Mountain View, CA |
|
1987-1989 |
Customer Service Representative at Benham Capital Mgmt, Mountain View, CA |
Education:
|
2008 |
Certified Financial Planning Program-Kaplan University, online |
|
1991 |
MBA, Business Administration, Finance-Cal State University, Hayward |
|
1985 |
B.A., Business Administration, Economics-Cal State University, Hayward |
