Topic: “It’s a fine time to be grateful!”
About Our Speaker:
As a wealth advisor for Wells Fargo Private Bank, Amanda is responsible for working with high-net-worth clients to effectively manage their wealth, first by identifying their unique goals, then coordinating a team of specialists to implement a custom, comprehensive wealth plan. She began her career with Wells Fargo in 1983, during which time she has had a number of job changes, gone through a major acquisition, reorganization, and relocation. The lessons she has learned and her ability to succeed in times of change and economic challenges are inspiring, hopeful, and relevant today.
Amanda earned a Bachelor of Arts in Business Administration and Economics from Principia College, and received her MBA from Golden Gate University. She also holds the designation of Chartered Advisor in Philanthropy (CAP®) from American College. Currently Amanda is in the process of obtaining a Masters in Philanthropy from the Lily Family School of Philanthropy at Indiana University. She is a native of Marin County, where she serves on several local non-profit boards.
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Tags: Business Leadership, Business Management, career success, Finance, financial management
