Amanda Lorch Email & Phone Number
Wealth Advisor @ Charles Schwab
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Amanda Lorch Location
- Flowery Branch, GA, US
Amanda Lorch Work
- Wealth Advisor @ (August 2026 - Present)
- Senior Associate Wealth Advisor @ (April 2025 - August 2026)
- Vice President - Financial Consultant @ (October 2020 - April 2025)
- Financial Consultant @ (February 2018 - October 2020)
- Investment Consultant @ Scottrade (July 2010 - February 2018)
- Stockbroker Trainee @ Scottrade, Inc (April 2010 - July 2010)
- Stockbroker Intern @ Scottrade, Inc (November 2008 - January 2010)
Amanda Lorch Education
- Georgia State University - J. Mack Robinson College of Business
Bachelor's degree (Business Management)
2007-2009
Amanda Lorch Skills
- Investment Advisory Services
- Relationship Building
- Analytical Skills
- Financial Planning
- Insurance
- Financial Advisory
- Customer Relationship Management (CRM)
- Broker-Dealer Compliance
- Series 7
- Customer Service
- Series 63
- FINRA
- Securities
- Mutual Funds
- Equities
- Fixed Income
- Trading
- Options
- Portfolio Management
- ETFs
- Stocks
- Investments
- Valuation
- Stockbroking
- Stock Market
- Financial Services
- Finance
- Series 24
- Microsoft Office
- Management
- Sales
- Financial Analysis
- Investment Strategies
- Asset Management
- Asset Allocation
- Retirement Planning
- Funding
- Trading Strategies
Amanda Lorch Summary
- Amanda Lorch, based in Flowery Branch, GA, US, is currently a Wealth Advisor at Charles Schwab. Amanda Lorch brings experience from previous roles at Charles Schwab, TD Ameritrade and Scottrade. Amanda Lorch holds a 2007 - 2009 Bachelor's degree in Business Management @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Investment Advisory Services, Relationship Building, Analytical Skills, Financial Planning, Insurance and more. Amanda Lorch has 3 emails and 1 mobile phone numbers on RocketReach.
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