Senior Associate, Central Operations
Amanda is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Amanda spent almost six years working in client services and operations at Financial Insight Center in Utah and then CAPTRUST (formerly MRA Associates) in Phoenix. In her free time, she enjoys traveling, watching sports (especially basketball), and spending time with family, friends, and her rescue dog.