Amanda Grams Email & Phone Number
Partner, Chief Compliance Officer @ Marietta Investment Partners
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Amanda Grams Location
- Milwaukee, WI, US
Amanda Grams Work
- 2026 -now Partner, Chief Compliance Officer @
- 2014 -now Portfolio Administrator @
- 2019 -2026 Partner, Sr. Portfolio Administrator @
- 2012 -2014 Director of Accounting @
- 2007 -2012 Administrative Assistant and Customer Service @
Amanda Grams Education
- Marquette University Graduate School of Management 2016-2017
- University of Wisconsin-Milwaukee 2007-2011
- Divine Savior Holy Angels High School 2003-2007
Amanda Grams Skills
- Advent Axys
- Zephyr Style Advisor
- Moxy
- Junxure
- Client Services
- Portfolio Reconciliation
- Microsoft Office
- PowerPoint
- Social Media
- Microsoft Excel
- Marketing
- Accounting
- Financial Accounting
- Revenue Recognition
- General Ledger
- Financial Statements
- Accounts Payable
- Accounts Receivable
- Journal Entries
- Bank Reconciliation
- Accruals
- Year-end Close
- Account Reconciliation
- Customer Service
- QuickBooks
- Financial Modeling
- Project Management
- Research
- Year End Close
- Monthly Close
Amanda Grams Summary
- Amanda Grams, based in Milwaukee, WI, US, is currently a Partner, Chief Compliance Officer at Marietta Investment Partners. Amanda Grams brings experience from previous roles at Marietta Investment Partners and Anchor Moving Systems (Full Service Moving Solutions & Relocation Specialists). Amanda Grams holds a 2016 - 2017 Marquette University Graduate School of Management. With a robust skill set that includes Advent Axys, Zephyr Style Advisor, Moxy, Junxure, Client Services and more. Amanda Grams has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Marietta Investment Partners Employees
John Evans
Founder and Managing Partner
Milwaukee, WI, US
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