Amy provides comprehensive expertise in expense reconciliation at Bonaccord, reporting directly to the CFO.

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Prior to joining the team, Amy served as the Executive Assistant to the CEO at Acclara Solutions in Houston. She specializes in seamless travel coordination, complex calendar management, financial administration, and serving as a direct liaison to Executive and Advisory Board members. Amy’s extensive background in executive administration includes foundational roles at leading financial institutions, including Jefferies & Company in New Orleans and both Global Hunter Securities, and Tudor, Pickering, Holt & Co. in Houston, TX.

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