Partner, Sr. Portfolio Administrator @ (August 2019 - January 2026)
Portfolio Administrator @ (July 2014 - Present)
Director of Accounting @ (October 2012 - July 2014)
Administrative Assistant and Customer Service @ (May 2007 - October 2012)
Amanda Grams Education
Marquette University Graduate School of Management
Masters of Business Administration (MBA)
2016-2017
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.) (Finance)
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, Marietta Investment Partners, LLC and Anchor Moving Systems (Full Service Moving Solutions & Relocation Specialists). Amanda Grams holds a 2016 - 2017 Masters of Business Administration in MBA @ 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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