Qpa Amy Bailey Crsp

Amy Bailey, QPA, CRSP, currently serves as a Relationship Manager at American Trust since October 2021. Previously, Amy was with July Business Services from May 2012 to February 2021, where roles included Manager of Client Services, overseeing a team to enhance service for retirement plan clients, and Senior Client Relationship Manager, focusing on client and advisor engagement. Prior experience includes serving as a Retirement Plans Trust Officer at Alpine Bank Illinois from September 2002 to May 2012, managing recordkeeping for retirement plans, and as an Administrator at CNA Trust from October 1998 to September 2002, achieving a 96% retention rate in managing client accounts. Amy is a graduate of the Cannon Financial Institute of Retirement Plan Services, holding a degree in the retirement plan industry.