Amanda Burge Email & Phone Number
Wealth Manager @ Private Family Office
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Amanda Burge Location
- United States
Amanda Burge Work
- 2022 -now Wealth Manager @
- 2022 -2022 Partner and Wealth Manager @
- 2017 -2022 Wealth Manager @
Amanda Burge Education
- University of Missouri-Kansas City
Bachelor of Business Administration - BBA
2003-2006 - Certified Financial Planner Board of Standards
CFP®
Amanda Burge Skills
- Investment Advisory
- Investment Strategies
- Strategic Financial Planning
- 401k
- 401k Rollovers
- IRAs
- System Administration
- Helping Clients Succeed
- New Business Development
- Communication Skills
- Training
- Goal Oriented
- Organization
- Positive Personality
- Positive Team Player
- Responsiveness
- Wealth Management
- High Net Worth Individuals
- Banking
- Investment Management
- Asset Management
- Financial Planning
Amanda Burge Summary
- Amanda Burge, based in United States, is currently a Wealth Manager at Private Family Office. Amanda Burge brings experience from previous roles at Creative Planning and Creative Planning Inc.. Amanda Burge holds a 2003 - 2006 Bachelor of Business Administration - BBA @ University of Missouri-Kansas City. With a robust skill set that includes Investment Advisory, Investment Strategies, Strategic Financial Planning, 401k, 401k Rollovers and more. Amanda Burge has 1 mobile phone numbers on RocketReach.
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