Amy Wirth

About Amy Wirth

After graduating from college with a BBA focused on finance, I chose a career path that combined my financial education with my interest in technology and innovation. With ambition and focus, I have worked my way up in the FinTech industry, from analyst to director, in ten short years. I was selected as one of two fast risers to participate in an exclusive in-house consultative program to increase organizational effectiveness of individual departments while with Envestnet.My quick rise in an industry that is challenging and changing quickly is the result of delivering consistent, outstanding results for my employer, including: Built firm profitability by $300M delivering consulting services to prospective and active clients, developing genuine and effective client relationships resulting in increased usage (Robust Wealth). Increased firm revenue by $50MM, successfully managing highly visible projects through prescriptive approaches with clients to optimize their practice (Robust Wealth). Negotiated and consulted with more than 12 mega clients implemented onto the platform with budgets over $1BB (Envestnet).My value add is that I can speak to both sides of the house. I make connections easily and quickly build rapport with clients. At the same time, I deeply understand the technology and can communicate clearly with the tech teams. Translating technical language into business language for clients makes me a valuable and effective ally and liaison for both sides.My leadership style is to be engaged, empowering, and supportive of my team. I help the team recognize their potential and embrace professional development. I coach and mentor while holding them accountable. This formula has resulted in teams that reach peak performance and individuals that are positioned for promotion. My investment in their success motivates and inspires them to do their best work.Feedback from others:>Strategically effective.>Adept at process and implementation.>Clear on objectives that connect back to the organizational mission.>Astute understanding of client’s needs.>Insight on how to maximize technology for stakeholders.>Exceptional communicator and collaborator.It\'s my goal to find a new opportunity that will allow me to continue being a valuable and significant contributor and driver of organizational success.

Experience

1. Sales Director - Ria

   Envestnet Tamarac

   Apr 2022 — Present · CO, US

Education

• The University of Georgia

  Bachelor's of Business Administration, Finance

• The University of Georgia

  Bachelor's of Science in Education, Sports Business

Skills

• English
• Microsoft Office
• Outlook
• Microsoft Word
• Negotiation
• Editing
• Photoshop
• Customer Service
• Research
• Powerpoint
• Microsoft Excel
• Windows
• Budgets
• Public Speaking
• Strategic Planning
• Teaching