Amy Mahon

Critic
DISC Type : C

Partner and COO at REICH ASSET MANAGEMENT, LLC

Marmora, New Jersey, United States

Overview

Amy Mahon is the Partner and COO at Reich Asset Management, where she leverages over 13 years of industry experience to streamline operations and support firm growth. She holds Series 7 and Series 66 licenses and earned a Bachelor of Arts from Lafayette College. Amy also serves on Kestra Financials Technology and Staff Advisory Councils.

Outside of work, Amy is deeply involved in her community. She is the president of the Love of Linda Cancer Fund and the immediate past Chairwoman of the Cape May County Chamber of Commerce. She has received multiple awards for her service, including the Chambers "Volunteer of the Year" and a 2024 "Woman of Wonder" award.

She has a passion for painting and serves as a Board member for the Ocean City Fine Arts League.

Personality Overview

Information Seeker

Critic

Negotiator

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Community Leadership
Serves as president of a local cancer fund and is the immediate past Chairwoman of the Cape May County Chamber of Commerce, receiving multiple service awards.
Operational Efficiency
As COO, she is instrumental in streamlining business operations. She also serves on a Kestra council focused on enhancing operational efficiencies for clients.
Fine Arts
Has a personal passion and talent for painting, serves on the board of the Ocean City Fine Arts League, and contributes to a local art gallery.

Media Appearances

Amy has no verified media appearances

Work History

8-2024
Partner and COO at REICH ASSET MANAGEMENT, LLC
6-2012 - 8-2024
Partner and Director of Operations/Marketing at REICH ASSET MANAGEMENT, LLC
8-2010 - 5-2012
Director of Operations and Marketing at FBK Wealth Management, LLC
4-2005 - 8-2010
Office Manager at Bob's Auto Body
2-2003 - 4-2005
Lead Pharmacy Technician, CPhT at CVS Pharmacy

Education

1996 - 2000
Bachelor of Arts from Lafayette College
1992 - 1996
Diploma from Wildwood High School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Marmora, New Jersey, United States Job Level : Leadership Designation : Partner and COO at REICH ASSET MANAGEMENT, LLC
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Insights For Selling To Amy

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amy is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Amy

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Amy move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Amy take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Amy

Personality Compatibility


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