Amy Claire Motylewski
About Amy Claire Motylewski
Amy Claire Motylewski is a Senior Specialist in Retirement and 529 Products at TD Ameritrade, with over 8 years of experience in the field.
Title at TD Ameritrade
Amy Claire Motylewski holds the position of Senior Specialist, Retirement and 529 Products at TD Ameritrade. She has been in this role since 2015, bringing extensive experience in retirement and 529 products to her work in Omaha, Nebraska, United States. Amy's years of service in this role underline her deep commitment and expertise in the field.
Professional Experience at TD Ameritrade
Prior to her current role, Amy Claire Motylewski served as an Analyst for Retirement and Investment Products at TD Ameritrade from 2013 to 2015 in Omaha, Nebraska, United States. Her responsibilities included analyzing investment portfolios and retirement products to provide optimized financial solutions. Her experience in this capacity set the foundation for her senior role.
Career at State Street and Other Roles
Amy Claire Motylewski worked at State Street in Boston, Massachusetts, United States, where she started as a Graduate Intern from 2010 to 2011 for 8 months before becoming a Senior Associate from 2010 to 2013 for three years. Earlier, she interned at Iannella and Mummolo for three months and held the position of Accounting Office Assistant at Multi Chevrolet from 2005 to 2009.
Educational Background in Finance
Amy Claire Motylewski holds a Master of Business Administration with a concentration in Finance from Bentley University, completed in 2011. She also earned a Bachelor of Science in Finance from Bentley University, completed in 2010. Amy further pursued coursework at WU (Vienna University of Economics and Business), augmenting her financial education.
Skills and Expertise
Amy Claire Motylewski is known for her expertise in risk management and report building—key skills for managing retirement and 529 products. Her organizational and multitasking abilities have proven essential in her role, where she coordinates with over 4,000 independent registered investment advisors. Her dedication equips her to handle complex financial products and advisory relationships effectively.