Amy C.
Client Service Manager at Bernard Wealth Management Corp
Based in Rochester, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Rochester
Industry
Financial Services
Company size
4
Contact information
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a•••••••@bernard-wealth.com
Phone
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Background
About Amy C.
As a financial services and real estate professional with a robust background in financial services, accounting, and lending, I bring a unique blend of expertise and experience to the table. My understanding of financial markets, combined with my ability to navigate complex real estate transactions, allows me to provide exceptional service to clients.
Decision-makers
Other people at Bernard Wealth Management Corp
- DHDirector
Deanna Harless
Director of Financial Planning · Finance & Accounting
- ANManager
Andrew Niedermeier
Wealth Advisor · Finance & Accounting
- KLManager
Kevin Leahy
Client Advisor & Compliance Analyst · Customer/Client Service
- KBC-Team
Ken Bernard
President · General Business & Management
- KLManager
Kevin Leahy
Client Advisor & Compliance Analyst · Customer/Client Service
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