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Amy Pucci

Amy Pucci

Program Training Coordinator

Followers of Amy Pucci95 followers
location of Amy PucciChesapeake, Virginia, United States

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  • Timeline

  • About me

    Managing Director/Director of Client Relations and Engagements at Tull Financial Group

  • Education

    • Empire State College

      -

    • Kaplan University

      2004 - 2006
      Certificate Financial Planning Finance

  • Experience

    • CCFL

      Jan 2000 - Jan 2002
      Program Training Coordinator

      Orientation and Quality Programs Responsible for coordinating a series of new employee training sessions for Corning Incorporated. Assisted with the presentation of certain training modules.

    • Market Street Trust Company

      Jul 2002 - Mar 2009
      Client Services Associate

      Responsible for assisting the Chief Relationship Officer and President of a private family office with on-going interactions with its clients and outside advisors. Handled a broad range of issues including financial planning, tax, trusts and investments.

    • Tull Financial Group

      Nov 2010 - now
      Director of Client Relations and Engagements

  • Licenses & Certifications

    • Certificate in Financial Planning

    • IRMMA Certified Planner

      IRMAA Certified Planner LLC
      Feb 2025
      View certificate certificate

    • National Social Security Advisor (NSSA)

      National Social Security Association
      Dec 2024
      View certificate certificate

    • Registered Financial Consultant (RFC)

      Nov 2006

    • Certified Senior Advisor (CSA)®

      Society of Certified Senior Advisors
      Jan 2024
      View certificate certificate