Amy Cheng Valentine

Grow and protect wealth for generations

Role: Wealth Planner, Vice President at Key Wealth
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Planner, Vice President
Key Wealth
Aug 2024 — Present · Cleveland, OH, US

Education

Weatherhead School of Management at Case Western Reserve University
MBA, Finance and Banking
2000 — 2002
National Taiwan University
B.A., Ecnomics
1992 — 1997

Skills

Asset Managment
Investments
Real Estate Development
Corporate Finance
Portfolio Management
Competitive Analysis
Strategic Planning
Due Diligence
Financial Analysis
Valuation
Asset Management
Market Research
Finance
Private Equity
Financial Modeling
Risk Management

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@key.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

KeyBank

Banking · 23K employees · Cleveland, Ohio, United States

At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day. Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.

key.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Wealth Planner, Vice President

Education

Weatherhead School of Management at Case Western Reserve University

National Taiwan University

Skills

Find verified contacts for anyone on LinkedIn