Relationship Manager, Sr.

Bio

Amy Rice, Senior Relationship Manager, fosters and maintains high-value client relationships ensuring client satisfaction while driving business growth through strategic planning and personalized solutions. Amy uses a holistic approach through financial analysis and planning to deliver solutions and execute operational needs for clients such as account maintenance and asset transfers. She brings 9 years of industry experience and credibility in client service serving high net worth families with complex needs. Her wealth of knowledge is a key part to fostering a strong client experience.

 

Education:

University of Pittsburgh - Bachelor of Arts in Public Relations/Business Management 

Area of Specialty

Complex Financial Planning Solutions
Client Experience
Relationship Management
Problem Solving

Amy Rice

Favorite HORAN Fundamental
Be Curious
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