Amanda began her career in the financial services industry at Northwestern Mutual in the Philadelphia network office where she wore many hats, most notably Assistant Director of the Financial Planning Department. She also has experience in the RIA space, most recently working in a client service and operations role.
Amanda is excellent at providing operational and client support for advisors and is passionate about investment operations. She is also currently pursuing a planning designation.
Amanda grew up in Binghamton, NY and holds a B.S. in Economics from The University of Scranton.
Currently residing in Philadelphia, she enjoys spending time at the beach, traveling, and fitness.