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At Westchester, we pride ourselves on quick response and decisiveness. Our employees adhere to high standards of ethics and professionalism, and share a common belief in the values of hard work, honesty and integrity.



Directory


John Rogers

Chairman/President/CEO


Cindy Christensen
Executive VP/COO

Donna Nelson
Senior Securities Analyst


James Rogers
Securities Analyst

Amy Byrne
Executive Assistant

Bobbi Catron
Customer Service/Billing

Pat Murray
Administrative Asst/Receptionist

Amy L. Byrne
Amy L. Byrne

Executive Assistant


   Amy assists in coordinating communication with our clients, their accountants, attorneys, and third party plan administrators. Her primary responsibilities are overseeing and trouble shooting back office issues and keeping management informed of all client issues. In addition, she is responsible for opening new accounts and managing the transfers of assets, monitoring the reconciliation of all accounts to ensure they are in balance each month, prepare regular internal portfolio reports and also quarterly and year-end account statements for clients.

   Amy has been with Westchester since 1989 and prior to that, she was a sales assistant for five years with a national brokerage firm. Amy received her degree as an Executive Assistant from the Nebraska College of Business.

 
 

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