CLIENT LOGIN
Amarette Trujillo
Sr. Client Service Associate
Nickname – “Ammie”
Bachelor of Arts in Psychology from Fort Lewis College, CAMCT Massage Therapist from National Holistic Institute
Ammie graduated from Fort Lewis College in Durango, CO with a bachelor’s degree in Psychology. She is the senior client service associate and works directly with the advisors and clients by helping fulfill account and service requests, as well as fostering advisor-client relationships. In her free time, she enjoys trying new local spots to eat, getting out in the sunshine, or marathoning movies at home.
“You are never too old to set another goal or dream a new dream.”
– C.S. Lewis
What are two interesting facts about you?
My name is almost always turned into Annie, so I often give my middle name when ordering food/coffee where they call it out. I have a strange connection with turtles- they always appear whenever I’m nearby.
What is something people in the financial world have to deal with that you want to fix?
N/A
What do you do at Bridge?
I am a Senior Client Service Associate and work directly with our advisors and clients by helping fulfill account and service requests, as well as fostering advisor-client relationships.
What are your credentials/past experience, for working in your position?
I’ve held jobs in administrative position roles since I was a teen and was fortunate to be part of a school work program working for Los Alamos National Laboratory throughout college. I worked as part of the Operations Team for Oppenheimer & Co., Inc., for 3 years prior to joining Bridge Advisory and in Production Accounting before that.
What’s your Archetype?
ISFJ-T Defender Personality
What do you like about working at Bridge?
The environment, the people, the team like mentality and the feeling of being pushed to excel and reach new potentials.
What’s your background?
I come from a small town in NM and have a relatively small family. I have a love for the quiet and outdoors and believe there isn’t much some good home cooked comfort food can’t temporarily fix.
What are the Bridge Advisory Core Values that drive you?
Trust and Transparency. I like knowing I am part of something that is helping others be set up and prepared for any stage of life.
Your top three favorite Podcasts/Books?
My favorite podcasts are “The Optimal Body” with Jen Esquer and “Dateline Crime” featuring Keith Morrison and Lester Holt. I love reading “Girl, Missing” book series by Sophie McKenzie, “The Hobbit” by J.R. Tolkien, & “Festival In The Desert” by Laureen Alexa Trujillo.
What do you enjoy doing when you are not working?
I enjoy getting outside, trying new local eateries with family/friends, bowling, being around animals, and relaxing in the infrared sauna!
What are you looking forward to?
I am looking forward to traveling and creating more memories with my family. Maybe even adopting a dog or two!
What makes you smile?
Helping others and quality time with my close circle. Anything animal related also makes me smile!
What would you do if you won the lottery?
Buy a ton of property and open up a non-profit sanctuary to help rescue abandoned and abused animals. I’d also donate to charities that work with children and ending hunger. Can’t forget my family and helping them achieve their goals/setting up for the future.
What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
I’d have to say it’s between Miami and Hawaii. I also take little trips throughout California and always find little treasures.