Aimee Weller

Sr. Client Relationship Manager

SFM Start Date:

July 2008

Education:

B.S., Business Administration
University of North Carolina

Credentials:

Series 65
Financial Industry Regulatory Authority (FINRA)

Work experience prior to joining SFM:

After college Aimee began working as a newsroom assistant at CNN International – a fast-paced job that helped her develop a wide range of communication and professional skills.  After her husband’s military career moved them to Hawaii, she began working for a local medical billing software company.  As the company grew she took on the role of Customer Quality Assurance Manager, coordinating with customers, vendors, and employees to ensure the best and most robust software product possible. 

Role at SFM:

Aimee is dedicated to providing the highest level of client service in establishing new accounts and handling service-related inquiries.  She specializes in resolving complex and time-sensitive client requests.  Aimee fulfills her passion for helping others by providing clients peace of mind that their account needs will be met.  She applies her strong attention to detail to trading-related tasks, including rebalancing client portfolios and block trade preparation.

When not in the office:

When not at work, Aimee spends time with her husband and son enjoying everything Montana has to offer – hiking, backpacking, XC skiing, or simply relaxing next to one of our state’s many beautiful lakes.  She also focuses on exercise through biking and running, and recently completed her first half-marathon in 2019.   Aimee is a dedicated youth leader at her church and can be found assisting the Whitefish High School XC and track teams with the home meets.