Relations Manager Health Coach

Amy McAuliffe Cooper

LinkedIn Profile • **************@*****.*** • 410-***-****

Utilize my diverse skills and professional experience to provide holistic advisory services that help to heal and educate clients with wealth, health and career concerns. Client Service Wealth Management Investment Operations Financial Analysis Writing Consulting PROFESSIONAL EXPERIENCE

LexION Capital Director of Client Services June 2018 – present Systems Expertise: Schwab Advisor Platform Morningstar – Desktop & Cloud Keap (Infusionsoft)

● Trade portfolios to manage cash balances, rebalance accounts bi-annually to adhere to client investment guidelines, executing buys to invest new or excess cash and sells to cover payouts or fees.

● Manage LexION's: monthly client performance reporting, email communications, wealth forecasts, onboarding, retirement required minimum distributions, and cash.

● Prepare sales presentations, analyze liquid net worth, and assist the CEO during prospecting pitches.

● Edit and publish weekly and monthly Economic Commentaries sent to private clients. AchieveWithAmy Institute of Integrative Nutrition (IIN) Health Coach May 2013 – present

● Coach individuals making health and career changes. Write resumes, review food logs, and empathetically listen to provide bespoke holistic recommendations leading to clients achieving goals.

● Co-created a destination women’s wellness retreat, presented keynote on making Healthy Choices. University of Notre Dame Alumni Association Career Advisor (CPRW) Apr. 2009 – June 2013

● Counseled more than 750 alumni, writing 700+ resumes for those seeking jobs resulting in many success stories.

● Created and delivered career resource presentations for on-campus and club events, including “Dusting off the Business Suit” presented to alumni in Chicago and Washington, D.C. John Hopkins University Career Counselor Spring Semester 2009

• Observed and worked with counseling staff to gain live experience advising undergraduate students. E*TRADE Financial Senior Manager, Corporate Development Aug. 1999 – Apr. 2004

• Performed due diligence on acquisition targets, providing investment analysis for business line viability, competitive research on pricing and product mix with recommendations on optimal course of action.

• Mentored junior staff on financial modeling, due diligence preparation and professional development. Russell Mellon Analytical Services Client Relations Manager Aug. 1998 – Aug. 1999 PwC Senior Associate, Computer Assurance Services – Investment Industry Aug. 1993 - Aug. 1996 EDUCATION

University of Michigan - Stephen M. Ross School of Business MBA, Finance & Marketing University of Notre Dame BA, Economics & Computer Applications Dean's List (3.64/4.0) Institute of Integrative Nutrition (IIN) Certified Holistic Health Counselor VOLUNTEER EXPERIENCE

Our Lady of Perpetual Help Celebrate Recovery Ministry Leader, 2017 - present Notre Dame Women Connect Alumnae Newsletter Contributing Author, 2016 - 2019 Forest Hill Swim & Tennis Club Board Member, 2016 – 2019 Notre Dame Women Connect Alumni Leadership Committee, 2009 – 2013

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