Amanda is a senior financial services professional who has been dedicated to assisting our clients for over 19 years. She is successful in managing various assignments, including business operations, client reporting and client event planning. Most importantly, she ensures each of our clients receives the support and attention they deserve and need.
As the Practice Business Manager, Amanda plays a crucial role in making certain the day-to-day operations run smoothly. Her work helps ensure client needs are met in a proactive and timely manner. Amanda currently holds her Series 7 license.
Before joining our team in 2005, Amanda served as a member service supervisor at Jeanne D’Arc Credit Union in Lowell, Massachusetts. She graduated from the University of Massachusetts at Lowell with a double major in marketing and business management.