Amy Langell

Operations Assistant

Amy Langell is the Operations Assistant at Capital Advantage. Amy is responsible for supporting the compliance, operations, and investment management teams, ensuring proper execution of the organization’s process and procedures, and coordinating information flow between the sales and operations departments.

Amy began her financial services career in 1999, where she worked for many years in the client advisory group within the private wealth management division of Donaldson, Lufkin & Jenrette/Credit Suisse First Boston. Since then, she has worked with independent financial advisors as a registered sales assistant. Amy joined Capital Advantage in 2016.

Amy lives with her family in Concord. Outside of work she enjoys time with her loved ones (including her adorable Labrador Retriever, Nola), exploring the outdoors, reading, and attending music events.

Education

AA in Business Administration, Heald Business College, CA

Highlights

Volunteer, Food Bank of Contra Costa & Solano

Connect with one of our advisors & start that important financial conversation.

We are just a phone call away. So if you are ready to talk, we are here to listen. Request a callback and one of our advisors will be in touch.

Request A Callback (925) 299-1500