Amy Champagne

Account Executive • Financial Advisors 🤝 Estate planning

Role
Account Executive at Estately
Location
San Diego, CA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Amy Champagne

I strive to lead, teach, and motivate both clients and my team. My sales approach is to connect the best solutions for each and everyone of my clients. Providing transparency, listening, and staying curious is how I help anyone grow their business.

Experience

  1. Account Executive

    Estately

    Feb 2026 — Present

    Empowering Financial Advisors with the estate planning software every client needs.

Education

  • University of Washington, Henry M. Jackson School of International Studies

    Bachelor's degree, International Relations and Affairs (Honors)

  • Seattle Central College

    Associate of Arts (A.A.), International Relations and Affairs

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Amy Champagne — Account Executive at Estately in San Diego, CA, US | Unifers