Amy Kniseley

Amy Kniseley

Vice President Institutional Sales @Market Synergy Group

Washington, DC, US
MOBILE NUMBERS
+16β€’β€’β€’β€’β€’β€’β€’01

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WORK HISTORY

Feb 2026 β€” Present

Vice President Institutional Sales @Market Synergy Group

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Waterford, VA, US

Partnering with broker-dealers and third party distribution firms to secure selling agreements, expand relationships, and create a seamless onboarding experience from first conversations to full launch. At the core- builder. Aligning strategy, structure, and strong partnerships to drive scalable expansion across platforms.

EDUCATION

1996

Blair-Taylor Middle/High School πŸŽ“

I graduated, ha!

1996 β€” 2000

University of Wisconsin-La Crosse πŸ‘©πŸ»β€πŸŽ“

Political Science/Public Administration, Administration/Human Resources

SKILLS

Strategic PlanningManagementOutside SalesRecruitingRetirementStrategic Financial PlanningSituational Sales NegotiationCustomer Experience DesignSalesforce.comInvestmentsInside SalesTerm Life InsuranceRelationship BuildingLife Insurance401kLeadershipTrainingNew Business DevelopmentFinra- Series 6Incentive ProgramsInsuranceFixed AnnuitiesSales ManagementSalesFinancial ServicesMarketingBusiness DevelopmentEmployee RecognitionWealth ManagementFinancial PlanningRetirement PlanningAccount Management

ABOUT AMY KNISELEY

20 years in financial services and insurance and I am more excited than ever! Offering Wealth management advice fused with risk management advice offers a higher quality advice. Wouldn\'t you agree? Let\'s chat about that! Few tidbits about me.Grew up on a pig farm in Wisconsin Worked at an insurance agency in high schoolSports fan-Green Bay Packers! Go Pack Go! Mom of 4The parallel of being a Mother of 4 kids and this business is wild. Being nimble, flexible, course correcting, having great communication, creativity, solution provider, mutli-tasker, chief cook, technology officer, providing TLC, etc. prepares me everyday for our business and I LOVE IT! Let\'s connect, at minimum we will have some fun doing it!

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