As head of intermediary and business management, Amy leads the distribution team to help broaden CCM’s footprint with intermediary partners. She is responsible for increasing the availability of CCM funds and separately managed accounts on platforms and enhancing the firm’s internal infrastructure to grow and expand its distribution efforts. She utilizes digital marketing and other initiatives, such as events and speaking engagements, to help deepen existing relationships and increase awareness of the firm’s offerings.
Amy joins CCM from Verizon Business, where she was a senior client executive responsible for tailoring custom solutions through consultative selling and streamlining processes. Prior to that, she was a national accounts senior manager at Impax Asset Management, where she worked for 13 years designing and executing distribution plans across the firm’s investment products to multi-firm investment platforms. She helped her small institutional distribution team to significantly increase assets by managing key relationships at targeted firms, negotiating distribution contracts and selling agreements, and assuring firm placement in key partner portals to promote products. Amy received her B.A. from the University of New Hampshire. She holds FINRA licenses: Series 6 and 63.