Resumes
Resumes

Amy Sahler
View pageLocation:
1 Winthrop Sq, Boston, MA 02110
Industry:
Financial Services
Work:
Boston Financial Management, Inc. Oct 1, 2012 - Apr 2020
Director of Fiduciary Services
Wells Fargo Private Bank 2010 - 2012
Senior Vice President and Senior Trust and Fiduciary Specialist
Bank of America Private Bank 2008 - 2010
Senior Vice President and Wealth Manager
U.s. Trust 2003 - 2008
Vice President
State Street 1998 - 2003
Principal
Director of Fiduciary Services
Wells Fargo Private Bank 2010 - 2012
Senior Vice President and Senior Trust and Fiduciary Specialist
Bank of America Private Bank 2008 - 2010
Senior Vice President and Wealth Manager
U.s. Trust 2003 - 2008
Vice President
State Street 1998 - 2003
Principal
Education:
Aba National Trust School, Northwestern University
Harvard University
St. Olaf College
Bachelors, Bachelor of Arts, Liberal Arts, Humanities, General Studies
Harvard University
St. Olaf College
Bachelors, Bachelor of Arts, Liberal Arts, Humanities, General Studies
Skills:
Portfolio Management
Investments
Wealth Management
Asset Management
Estate Planning
Mutual Funds
Asset Allocation
Alternative Investments
Financial Planning
Financial Services
Investment Management
Trusts
Management
Trust and Fiduciary Services
Relatonship Management
Investments
Wealth Management
Asset Management
Estate Planning
Mutual Funds
Asset Allocation
Alternative Investments
Financial Planning
Financial Services
Investment Management
Trusts
Management
Trust and Fiduciary Services
Relatonship Management

Amy Sahler
View pageLocation:
Boston, MA
Industry:
Financial Services