Financial Representative @ (November 2022 - October 2023)
Owner and Retail Store Manager @ Magnolia Resale LLC (August 2014 - January 2023)
Business Owner and Studio Manager @ Parable Yoga LLC (September 2019 - June 2021)
Licensed Insurance Agent @ (March 2017 - April 2018)
Front Desk Receptionist and Patient Runner @ The Arlington Group (May 2015 - August 2015)
Sales Associate @ (May 2014 - January 2015)
Medical Records Assistant and Surgery Scheduler @ The Arlington Group (May 2013 - September 2013)
Amanda Harvat Education
The American College of Financial Services
CLU (Financial Planning and Services)
2023-2024
Empire State University
Business (Management, and Economics)
2022-2023
University of Rochester
Cell and Developmental Biology
2014-2017
Amanda Harvat Skills
Account Management
Analytical Skills
Building Strong Referral Networks
Business Continuity Planning
Business Development
Business Planning
Coachability
Cold Calling
Collaborative Work
Communication
Creative Problem Solving
Customer Experience
Customer Relationship Management (CRM)
Customer Service
Entrepreneurship
Estate Planning
Key Client Relationships
Lead Generation
Lead Qualification
Leadership
Management
Marketing
Microsoft Dynamics CRM
Microsoft Excel
Microsoft Office
Microsoft Word
Negotiation
Networking
New Business Development
Objection Handling (Sales)
Outside Sales
Persuasion
PowerPoint
Presentations
Problem Solving
Project Management
Question-Based Selling
Relationship Building
Relationship Development
Risk Management
Sales
Sales Processes
Sales Strategy
Sales and Marketing
Setting Appointments
Social Media
Social Media Marketing
Strategic Planning
Team Building
Team Management
Tech Savy
Time Management
Amanda Harvat Summary
Amanda Harvat, based in Rochester, NY, US, is currently a Founder and Director of Brokerage at Pivot Brokerage. Amanda Harvat brings experience from previous roles at Vision Financial Group, KAFL Insurance Resources, Inc. and Northwestern Mutual. Amanda Harvat holds a 2023 - 2024 CLU in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Account Management, Analytical Skills, Building Strong Referral Networks, Business Continuity Planning, Business Development and more. Amanda Harvat has 6 emails and 7 mobile phone numbers on RocketReach.
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