Amanda Fox Email & Phone Number
Senior Vice President, Advisor
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Amanda Fox Location
- California, United States
Amanda Fox Work
- Senior Vice President, Advisor @ Wealthspire Advisors (January 2022 - Present)
- Member and Investor @ (July 2025 - Present)
- Advisor @ Private Ocean (Acquired by Wealthspire Advisors January 2022) (September 2017 - December 2021)
- Strategist and Project Management, Customer Experience and Brand @ (May 2014 - April 2016)
- Director, Marketing and Member Success @ (June 2013 - December 2013)
- Assistant Director (COO and CMO and Business Development) @ (October 2008 - May 2013)
- Associate @ (May 2006 - May 2008)
- Program Manager @ (January 2003 - January 2005)
Amanda Fox Education
- Co-Active Training Institute (CTI)
Professional Life Coaching
2020-2021 - Carnegie Mellon University
MBA (Finance and Entrepreneurship)
- University of California, Berkeley
Certificate (Personal Financial Planning)
- University of Arizona, College of Agriculture & Life Sciences
BS (Plant Sciences (focused on horticulture, botany, and ecology))
Amanda Fox Skills
- Entrepreneurship
- Strategy
- Business Strategy
- Wealth Management
- Strategic Financial Planning
- Investment Advisory
- Retirement Planning
- Strategic Planning
- Project Management
- Marketing Strategy
- Marketing
- Program Management
- Business Development
- Start-ups
- Program Development
- Leadership
- Fundraising
- Management
- Coaching
- Planning
- Strategic Marketing
- Financial Planning
- Operations
Amanda Fox Summary
- Amanda Fox, based in California, United States, is currently a Senior Vice President, Advisor at Wealthspire Advisors. Amanda Fox brings experience from previous roles at Portfolia, Private Ocean (Acquired by Wealthspire Advisors January 2022), MUFG Americas and Social Finance (SoFi). Amanda Fox holds a 2020 - 2021 Professional Life Coaching @ Co-Active Training Institute (CTI). With a robust skill set that includes Entrepreneurship, Strategy, Business Strategy, Wealth Management, Strategic Financial Planning and more. Amanda Fox has 2 emails and 3 mobile phone numbers on RocketReach.
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