Amanda Chan Email & Phone Number
Director of Operations @ Monarch Sky MGA
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Amanda Chan Location
- Houston, TX, US
Amanda Chan Work
- 2026 -now Director of Operations @
- 2023 -2026 Chief Operating Officer - Houston @
- 2021 -2023 Director of Operations - Houston @
- 2013 -2021 Director of Operations and Retirement Plans @ Kainos Partners, Inc.
- 2012 -2013 Senior Retirement Plan Specialist @
- 2010 -2012 Retirement Plan Specialist @
Amanda Chan Education
- California State University-Long Beach
Bachelors of Art (European History)
2006-2008
Amanda Chan Skills
- Chartered Retirement Plan Specialist
- Plan Benchmarking
- Plan Investment Reviews
- Employee Education
- Retirement Readiness
- Financial Services Marketing
- Marketing Campaign Management
- Corporate Event Planning
- Financial Services
- Retirement
- Retirement Planning
- Investments
- Event Planning
- Marketing Management
- Alternative Investments
- Pensions
- Insurance
- 401k
- Investment Advisory
- Business Planning
- Business Development
- Project Management
- Program Management
- Finance
- Team Building
- Business Strategy
- Military Experience
- Supply Chain
- Financial Advisory
- Employee Benefits
- Series 6
- Asset Allocation
- Wealth Management
- Qualified Retirement Plans
- Asset Management
Amanda Chan Summary
- Amanda Chan, based in Houston, TX, US, is currently a Director of Operations at Monarch Sky MGA. Amanda Chan brings experience from previous roles at AssuredPartners, Kainos Partners, Inc. and The Mid-Continent Companies LTD. Amanda Chan holds a 2006 - 2008 Bachelors of Art in European History @ California State University-Long Beach. With a robust skill set that includes Chartered Retirement Plan Specialist, Plan Benchmarking, Plan Investment Reviews, Employee Education, Retirement Readiness and more. Amanda Chan has 3 emails and 1 mobile phone numbers on RocketReach.
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