Amy builds awareness of the real estate investment opportunities available to KNPRE clients. She fosters long-term relationships with registered representatives and direct investors in the Western region of the U.S.

 

Prior to her current role, Amy spent several years in the mortgage industry as an advisor and trainer. She developed a curriculum, trained and mentored employees, and guided clients through the loan application process. Amy has significant expertise in product marketing, compliance, and strategies for ensuring a successful client experience.

 

Amy graduated from National University, in La Jolla, Calif., with a Bachelor of Science in accounting. She earned the Securities Industry Essentials (SIE) designation and Series 7 and 63 registrations.