Amanda Chan Email & Phone Number
Chief Operating Officer - Houston @ AssuredPartners
5 free lookup(s).
Amanda Chan Location
- Houston, TX, US
Amanda Chan Work
- 2023 - now 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 and Director of Marketing @
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 Chief Operating Officer - Houston at AssuredPartners. Amanda Chan brings experience from previous roles at AssuredPartners, Kainos Partners, Inc., Mid-Continent Companies, Ltd. and First Harbor. 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 4 emails and 3 mobile phone numbers on RocketReach.
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Amanda Chan
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Kathy Graffis
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