Amanda Campbell Email & Phone Number
Private Wealth Advisor @ Heirloom Advisors
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Amanda Campbell Location
- Raleigh, NC, US
Amanda Campbell Work
- 2024 -now Private Wealth Advisor @
- 2023 -2024 Director of Client Services @
- 2014 -2022 Director of Financial Planning @
- 2008 -2014 Financial Planning Associate @ Columbia Ridge Capital Management
Amanda Campbell Education
- The University of North Carolina at Chapel Hill
BSBA (International Business)
2004-2008 - SDA Bocconi 2007-2007
Amanda Campbell Skills
- Business Development
- Investments
- Portfolio Management
- Strategic Planning
- Asset Allocation
- Series 6
- Series 63
- Series 65
- Microsoft Excel
- Schwab Performance Technologies
- Redtail CRM
- NaviPlan Retirement Software
- Microsoft Office
- Financial Reporting
- Equities
Amanda Campbell Summary
- Amanda Campbell, based in Raleigh, NC, US, is currently a Private Wealth Advisor at Heirloom Advisors. Amanda Campbell brings experience from previous roles at Fortress Financial Partners, Commonwealth Financial Group and Columbia Ridge Capital Management. Amanda Campbell holds a 2004 - 2008 BSBA in International Business @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Business Development, Investments, Portfolio Management, Strategic Planning, Asset Allocation and more. Amanda Campbell has 1 emails and 2 mobile phone numbers on RocketReach.
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