Amy L. Sunderland
Client Service Executive, CTS, CES
I have served as the Office Manager and Client Service Executive for Wealth Strategies for over 16 years and have experience in banking and insurance going back to 1985. I studied Architecture at the University of Oregon and spent a number of years in design before joining Bill Bailey’s team.
As Office Manager, I oversee the daily operations of the business and wear many hats; from new client onboarding, to managing the trading desk, to keeping up with compliance and implementing new technology. My most important responsibility, however, and the main source of pride in my work is my commitment to client service.
I am motivated by a strong desire to provide professional, yet kind and caring assistance in every client interaction. It is my great honor to be a source of support and service for our clients during both the happy times and the challenging times.
After the work week is done, you can find me happily engaged in home projects, gardening with my kitties, drawing, painting and making time for friends and family.