Amanda is one of the financial assistants in the office and joined our team here in June 2023.
Pun and joke master, you can always expect to leave smiling or laughing. She serves as the point person for many of the practice’s daily tasks, including but not limited to managing brokerage accounts and processing new businesses, while maintaining the highest level of customer service to our clients. She has over 8 years of financial services experience in purchasing, bids, billing, and bookkeeping. In her spare time, she loves reading, trying new restaurants, and enjoying holidays. (especially Halloween)
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