First Citizens Bank

3 Wealth Associates in Beverly Hills

Amy Born Locations

  • Wealth Consultant, VP & ASST SEC
    Mobile Phone
    phone
    9465 Wilshire Blvd.
    Suite 800
    Beverly Hills, CA 90212
    US
    Areas Served
    Greater Los Angeles Area
    Focus Areas
    Business Succession Planning
    Charitable Gifting
    Estate Planning
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
    Education
    Bachelor's of Science in Business Management, Golden Gate University
  • Private Banker
    Mobile Phone
    phone
    9465 Wilshire Blvd.
    Suite 800
    Beverly Hills, CA 90212
    US
    Areas Served
    Los Angeles County
    Focus Areas
    Customized Lending
    Personal Banking Solutions
    Education & Certifications
    MBA, Alliant International University BS in International Business Administration, Alliant International University
  • Senior Portfolio Strategist, SVP & ASST SEC
    9465 Wilshire Blvd
    Suite 800
    Beverly Hills, CA 90212
    US
    Education & Certifications
    Certified Financial Planner (CFP®),Chartered Financial Analyst (CFA®),San Diego State University - Financial Services
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