Client Service Specialist

Overview

Amy Owen joined the Petersen Hastings team as a Client Service Specialist in May of 2023. Amy’s growth minded spirit, interest in expanding her financial knowledge, and passion for helping others ultimately led her to Petersen Hastings.

As a Client Service Specialist, Amy will work with other members of the Client Service team to facilitate, monitor, and update personal and corporate investment accounts, as well as maintain complex financial reports, while prioritizing the requests and needs of our growing clientele.

Outside of work, Amy enjoys gardening, hunting, hiking, traveling, and spending time with her kids and extended family at their cabin in the mountains. 

Certifications & Accolades

Education

Top 5 Gallup StrengthFinder Themes

  • Responsibility
  • Harmony
  • Consistency
  • Discipline
  • Adaptability