Amanda Campbell Email & Phone Number
Managing Director, Advisor @ Wealthspire Advisors
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Amanda Campbell Location
- Columbia, MD, US
Amanda Campbell Work
- 2024 -now Managing Director, Advisor @
- 2022 -2024 Senior Vice President, Advisor @
- 2021 -2022 Vice President, Advisor @
- 2017 -2021 Partner, Senior Financial Advisor @
- 2014 -2021 Director of Financial Planning @ Strategic Wealth Management Group, LLC
- 2013 -2014 Associate Financial Planner @ Strategic Wealth Management Group, LLC
- 2010 -2013 Account Representative @ Strategic Wealth Management Group, LLC
- 2008 -2010 Accounting Intern @ Peters, Woodring & Quast CPAs
Amanda Campbell Education
- College for Financial Planning 2011-2012
- McDaniel College
Bachelor of Business Administration (BBA), Bachelor of Economics, Bachelor of Accounting Economics (Minor in Accounting)
2006-2010
Amanda Campbell Skills
- Accounting
- Financial Reporting
- QuickBooks
- Auditing
- Tax
- Financial Analysis
- Forecasting
- Strategic Financial Planning
- Finance
- Mutual Funds
- Cash Flow
- Financial Modeling
- Financial Services
- Financial Planners
- 401k
- Spreadsheets
- Investments
- Retirement
- Retirement Planning
- Asset Allocation
- Financial Planning
- Investment Strategies
- Microsoft Office
- Wealth Management
- Asset Management
- Financial Statements
- Wealth
- Investment Management
- Educational Leadership
- Leadership Development
- Curriculum Design
- Data Analysis
- Community Outreach
- Management
- Project Management
- Teaching
- Curriculum Development
- Instructional Design
- Teacher Training
- K 12
- Social Emotional Learning
- Elementary Education
- Classroom Management
- Differentiated Instruction
- Literacy
- Staff Development
- Classroom
- Tutoring
- RTI
- Data Driven Instruction
- Lesson Planning
- Curriculum Mapping
- Education Reform
- Language Arts
- Professional Learning Communities
Amanda Campbell Summary
- Amanda Campbell, based in Columbia, MD, US, is currently a Managing Director, Advisor at Wealthspire Advisors. Amanda Campbell brings experience from previous roles at Wealthspire Advisors, Stratwealth and Strategic Wealth Management Group, LLC. Amanda Campbell holds a 2011 - 2012 College for Financial Planning. With a robust skill set that includes Accounting, Financial Reporting, QuickBooks, Auditing, Tax and more. Amanda Campbell has 1 emails and 1 mobile phone numbers on RocketReach.
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