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Profil
Ms. Amy L.
Powell, CFA, is a Senior Wealth Manager at Doyle Wealth Management, Inc. She has over ten years of experience in the financial services industry and investment management.
She began her career as a research analyst with Raymond James Financial, Inc., with a particular focus on sector and international mutual funds.
From there, she went on to work for the asset management team at Transamerica Corp., which was responsible for the oversight of Transamerica’s mutual fund, annuity, and retirement plan products.
She earned a Bachelor of Science degree in Finance from the University of Central Florida and was awarded the Chartered Financial Analyst designation in 2010.
She is also a member of the CFA Institute and the CFA Tampa Bay Society.
Anciens postes connus de Amy Lynn Powell
| Sociétés | Poste | Fin |
|---|---|---|
Doyle Wealth Management LLC
 Doyle Wealth Management LLC Investment ManagersFinance DWM selects individual stocks, bonds, ETFs and mutual funds to build a portfolio that is commensurate with the established goals, objectives and risk tolerance of the client. The firm uses a blended approach for selecting stocks, utilizing technical and fundamental analysis, as well as quantitative models to assess the relative financial strength, opportunity for growth, income potential and other factors pertaining to each security selected. | Analyst-Equity | 11/12/2023 |
Transamerica Asset Management, Inc.
 Transamerica Asset Management, Inc. Investment ManagersFinance TAM takes a diversified approach that applies the portfolio management experience of numerous and varied asset managers throughout the industry to give clients a full range of investment strategies. The firm applies quantitative metrics to identify strategies delivering competitive returns, style consistency, and sound risk mitigation. | Analyst-Equity | 01/12/2014 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Amy Lynn Powell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Central Florida
 University of Central Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Transamerica Asset Management, Inc.
Transamerica Asset Management, Inc. Investment ManagersFinance TAM takes a diversified approach that applies the portfolio management experience of numerous and varied asset managers throughout the industry to give clients a full range of investment strategies. The firm applies quantitative metrics to identify strategies delivering competitive returns, style consistency, and sound risk mitigation. | Finance |
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance DWM selects individual stocks, bonds, ETFs and mutual funds to build a portfolio that is commensurate with the established goals, objectives and risk tolerance of the client. The firm uses a blended approach for selecting stocks, utilizing technical and fundamental analysis, as well as quantitative models to assess the relative financial strength, opportunity for growth, income potential and other factors pertaining to each security selected. | Finance |
