Amy Klotz
Washburn University
Tell me more about Amy Klotz?
Amy Klotz is a highly experienced CFO with 27.5 years of work experience. She possesses a wide range of skills including financial reporting, auditing, financial analysis, and marketing strategy. Currently, she serves as the CFO at Advisors Excel LLC in the United States. Prior to this, she held various positions at Advisors Excel, including Chief Financial Officer and Owner. Amy also has experience as an Accountant at CBIZ MHM, LLC. With a strong background in accounting and management, she is a valuable asset in the industry.
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About
CFO at Advisors Excel LLC
Work Experience
Chief Financial Officer
Amy Klotz's Professional Milestones
- Chief Financial Officer (2010-03-01~): Driving financial performance and strategic decision-making to enhance company profitability and drive sustainable growth.
- Accountant (1999-06-01~2004-04-01): Streamlined financial processes, improving accuracy and efficiency in reporting and accounting operations.
Education
Master Of Business Administration,
Masters,
Accounting,
Bachelors,
Bachelor Of Business Administration
1995-1999Skill
Financial Reporting
Auditing
Cpa
Financial Analysis
Marketing Strategy
Business Strategy
Quickbooks
Accounting
Tax Preparation
Payroll
Bookkeeping
Small Business
Strategic Planning
Management
Sales
Customer Service
Leadership
Certification
Colleagues
Jared Arnold
Chief Information Officer
Kelli Duermeier
Vice President
Cory Swain
Vice President Of Advisor Development
Jason Lueger
Vice President Of Advisor Development
Brad Johnson
Vice President Of Advisor Development
Other Named Amy Klotz
Frequently asked questions
We found 1 Amy Klotz's email addresses
We found 2 Amy Klotz's phone numbers
Amy Klotz's social media include: Linkedin,
Amy Klotz works for Advisors Excel
Amy Klotz's role in Advisors Excel is Chief Financial Officer
Amy Klotz's colleagues are Jared Arnold,Kelli Duermeier,Cory Swain
Amy Klotz's latest job experience is Chief Financial Officer at Advisors Excel
Amy Klotz's latest education in Washburn University