Amy R. Davis, Sr. Client Operations Specialist
Amy started her financial services career in 1992, joining the Sloan Team in 2004. Amy works directly with clients on opening new accounts, asset transfers, charitable gifting, and ongoing account maintenance and service. She also assists partners to prepare for client meetings and serves as a relationship manager with our custodian firm, Charles Schwab.
In addition to client service, she helps with daily office operations by monitoring expenses, resolving financial billing and reconciliation issues with the finance and accounts department. She also trains new hires as necessary and ensures policies and procedures are followed.