Amy Young, CFA
Evaluator · DISC type cdsAmy Young is a Managing Director at Microsoft, where she spearheads innovative partnership strategies applying Generative AI within the financial services sector. A CFA charterholder with an MBA from the University of Toronto, she is a frequent speaker on AIs impact on wealth management. Colleagues describe her as strategic, approachable, and professional.
Amy is a recognized thought leader who actively shapes the conversation around financial technology. She currently serves as the chair of the Fintech Committee at the CFA Society New York, highlighting her influence and expertise in the field.
Unique fact: Amy advocates for a "Lego Strategy, " advising firms to build AI digital assistants for investment professionals incrementally, one specific use case at a time.
Read the full overview →How Amy shows up
They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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