Client Care Coordinator
Having spent the first 20 years of her career mastering the nuances of working in local North Carolina government, Amy quickly immersed herself in investment services when she joined CornerCap in 2015. Every day, Amy works hand-in-hand with our wealth advisors to ensure that clients’ needs are met while proactively reaching out to remind clients of important upcoming milestones with their account administration.
Jennifer's Insights & Resources
Let’s say you have the time, skill set and desire to tackle your own financial plan. After all, who knows the financial future of your
It falls in the category of “things you know you should do but seem like they can wait.” If 2020 taught us anything, it’s that