- Honors Bachelor of Commerce (Finance), Carleton University
- CFA Institute (Level 3 Candidate)
Amaris is a highly motivated, energetic and fast learning consultant with a passion for interpreting analytics to identify opportunities and drive action. She has held positions in investment consulting and manager research, corporate strategy, mergers and acquisitions, and project management. Her experience includes heavy involvement in asset manager selection and fund oversights through comprehensive due diligence of traditional asset classes and alternative investments targeted at an institutional and retail client base.
She has been involved in strategic initiatives across North America and Asia to provide insights and recommendations to optimize investment platforms. Amaris’ limitless curiosity has allowed her to develop innovative ways to build on a company’s solid foundation. She has broken down complex business processes to optimize a team’s capability. In addition, she actively participated in successful large scale acquisitions in the insurance and asset management sectors. She has completed all three levels of the CFA exams.
- Mergers & Acquisitions
- Asset Manager Selection
- Corporate Strategy
- Investment Consulting
- Due Diligence
- Strategic Problem Solving
- Project Management