cerity partners llc serves clients and their families by providing objective financial advice with comprehensive oversight and fiduciary duties well beyond investments. This approach to economic planning and advisory has made us one of the finest investment advisors in the country and a desired home for talented and passionate financial advisors who seek to serve clients the correct way. Third-party content shared liked or commentated by cerity partners llc is not guaranteed as to its value accuracy or suitability.

HQ Location

new york, new york, united states

Industry

financial services

Employees

905

Specialties

investment advisory

wealth planning

tax advisory

retirement plan services

private capital finance

business advisory services

financial wellness

wellness coaching

retirement plan advisory

executive financial counseling

financial planning

executive financial planning

cerity partners

2020-01 -

Work Experience Summary

6y 6m

Number of Companies Worked For

Average Duration at a Single Company

Years of Professional Experience

steve malbasa

partner at cerity partners

investment management

cleveland, ohio, united states

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desiree mccurdy

principal at cerity partners

financial services

fort worth, texas, united states

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amy lin's Organization Chart

amy lin

senior associate

Professional Email

Personal Email

Work Phone

Mobile

****@****.com

(***) ***-***

Karolyn Fairs

Chair & Chief Executive Officer at Accenture

Professional Email

Personal Email

Work Phone

Mobile

***@amazon.com

***@gmail.com

+91-981******

Karolyn Fairs

Chair & Chief Executive Officer at Accenture

Professional Email

Personal Email

Work Phone

Mobile

***@amazon.com

***@gmail.com

+91-981******

Who is amy lin and How can I contact amy lin?

amy lin is currently employed at Cerity partners. amy is an experienced professional working at Cerity Partners as the senior associate. amys phone number is (***) ***-*** and email is ****@****.com to get more information install Orion extension.

Where is amy lin currently working?

amy lin is currently employed at Cerity partners.

What is the Designation of amy lin?

At present, amy lin is serving as the senior associate.

What is the Official Email Address of amy lin?

The professional email used by amy lin is ****@****.com.

What is the Professional Contact Number?

amy lin's professional contact number is (***) ***-***.

What are the Skills of amy lin?

Investments, hedge funds, asset management, bloomberg, fixed income, wealth management, microsoft excel, axys, account reconciliation, alternative investments, portfolio management, financial services, mutual funds, securities, equities, trading are some of the skills that amy lin has.

Who are the other peers working with amy lin in the Current Organization?

Steve Malbasa, Desiree Mccurdy are some of the colleagues working with amy lin.

Who are the peers at other companies with Similar Designation like amy lin?

Jeffrey Meuter, Sylvia Tong, Jennifer Madrid, Kimberly Waite are some of the other counterparts holding the similar designation in other organizations like amy lin.

List the companies where amy lin has worked in the past.

amy lin has worked for cerity partnersfalse so far.

What is the overview of the Company where amy lin is working?

According to the Cerity partners Summary, cerity partners llc serves clients and their families by providing objective financial advice with comprehensive oversight and fiduciary duties well beyond investments. This approach to economic planning and advisory has made us one of the finest investment advisors in the country and a desired home for talented and passionate financial advisors who seek to serve clients the correct way. Third-party content shared liked or commentated by cerity partners llc is not guaranteed as to its value accuracy or suitability..

Where are the headquarters of the company amy lin works at?

The company is headquartered at New york, New york, United states.

Who is senior associate at Cerity partners?

amy lin is senior associate at Cerity partners.

Where does amy lin live?

amy lin is currently residing in new york, new york, united states.

What industry is amy lin involved in?

amy lin is currently working with the financial services, industry.

What is the total headcount of the company where amy lin works?

Nearly 905 is the total headcount of the company.

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Who is amy lin and How can I contact amy lin?

Where is amy lin currently working?

amy lin is currently employed at Cerity partners.

What is the Designation of amy lin?

At present, amy lin is serving as the senior associate.

What is the Official Email Address of amy lin?

The professional email used by amy lin is ****@****.com.

What is the Professional Contact Number?

amy lin's professional contact number is (***) ***-***.

What are the Skills of amy lin?

Who are the other peers working with amy lin in the Current Organization?

Steve Malbasa, Desiree Mccurdy are some of the colleagues working with amy lin.

Who are the peers at other companies with Similar Designation like amy lin?

Jeffrey Meuter, Sylvia Tong, Jennifer Madrid, Kimberly Waite are some of the other counterparts holding the similar designation in other organizations like amy lin.

List the companies where amy lin has worked in the past.

amy lin has worked for cerity partnersfalse so far.

What is the overview of the Company where amy lin is working?

Where are the headquarters of the company amy lin works at?

The company is headquartered at New york, New york, United states.

Who is senior associate at Cerity partners?

amy lin is senior associate at Cerity partners.

Where does amy lin live?

amy lin is currently residing in new york, new york, united states.

What industry is amy lin involved in?

amy lin is currently working with the financial services, industry.

What is the total headcount of the company where amy lin works?

Nearly 905 is the total headcount of the company.

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amy lin

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Cerity Partners