Amanda Fox Email & Phone Number
Senior Vice President, Advisor @ Wealthspire Advisors
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Amanda Fox Location
- California, United States
Amanda Fox Work
- 2022 -now Senior Vice President, Advisor @
- 2025 -now Member and Investor @
- 2017 -2021 Advisor @ Private Ocean (Acquired by Wealthspire Advisors January 2022)
- 2014 -2016 Strategist and Project Management, Customer Experience and Brand @
- 2013 -2013 Director, Marketing and Member Success @
- 2008 -2013 Assistant Director (COO and CMO and Business Development) @
- 2006 -2008 Associate @
- 2003 -2005 Program Manager @
Amanda Fox Education
- Co-Active Training Institute (CTI)
(Professional Life Coaching)
2020-2021 - University of Arizona, College of Agriculture & Life Sciences
BS (Plant Sciences (focused on horticulture, botany, and ecology))
- Carnegie Mellon University
MBA (Finance and Entrepreneurship)
- University of California, Berkeley
Certificate (Personal Financial Planning)
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 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 3 emails and 1 mobile phone numbers on RocketReach.
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Top Wealthspire Advisors Employees
Bill Schwartz
Managing Director
Bethesda, MD, US
Brian Powers
CFO and Managing Director
Madison, WI, US
Donna Levy
Managing Director
New York, NY, US
Aviva Pinto
Managing Director
New York, NY, US
Brent Perkel
EVP, Head of Corporate Development
New York, NY, US
Gregory Reynholds
Managing Director, Head of Intermediary Business
New York, NY, US
Martha Staniford
Managing Director
New York, NY, US
Nataly Sogoloff
Chief People Officer
New York, NY, US
Channing Olson
Chief Operating Officer, Wealthspire Advisors
California, United States
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