Amanda is an emerging finance professional with a strong enthusiasm for helping clients navigate the financial landscape. With over eight years of experience in client services – spanning roles in the medical field, retail banking, and wealth management – she brings a diverse skill set to her work. Amanda transitioned from JP Morgan to TriWealth Partners to deepen her expertise in wealth management and client services.
In early 2005, Amanda earned her bachelor’s degree in Business Administration and obtained her financial licensing. Dedicated to continuous learning, Amanda is excited to grow further as a financial professional and contribute fresh perspectives to TriWealth Partners. Originally from Darien, Amanda now resides in Willowbrook. Outside of work, she enjoys reading, spending time outdoors, and making cherished memories with her parents in Florida.
At TriWealth Partners we spend our days focused on the “what ifs” scenarios of the lives for our clients. Here are some “what if” scenarios of our own:
What if you had the day off to do anything you wanted? What would you do?
I would be spending the day at the beach either reading or swimming in the ocean.
What if you had the job you wanted when you were 5 years old? What would you be doing?
I had always wanted to be a veterinarian. I always found value in helping and taking care of animals in any way I could.
What if you had to describe yourself in three words?
Empathetic, Curious, and Dependable.