Amanda Plonski Email & Phone Number
Managing Director, Wealth Advisor @ Cresset
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Amanda Plonski Location
- Reston, VA, US
Amanda Plonski Work
- Managing Director, Wealth Advisor @ (January 2024 - Present)
- Managing Director, Head of Wealth Planning @ (June 2020 - January 2024)
- Partner, Director of Wealth Planning @ (February 2014 - June 2020)
- Financial Planner @ Equity Planning Inc. (June 2011 - February 2014)
- Vice President and Financial Advisor @ 1st Mariner Bank (July 2005 - June 2011)
Amanda Plonski Education
- Loyola University Maryland
Master of Business Administration - MBA (Finance concentration)
2009-2011 - Towson University
Bachelor of Arts - BA (Business Administration, Marketing concentration)
2001-2005 - Maurice J. McDonough High School
High School Diploma
1998-2001
Amanda Plonski Skills
- Strategic Financial Planning
- Financial Planning
- Certified Financial Planner
- Strategic Financial
- Wealth Management
- Asset Allocation
- Investment Strategies
- Retirement
- Retirement Planning
- Portfolio Management
- Income Planning
- Estate Planning
- High Net Worth Individuals
- Risk Management
- Family Office
Amanda Plonski Summary
- Amanda Plonski, based in Reston, VA, US, is currently a Managing Director, Wealth Advisor at Cresset. Amanda Plonski brings experience from previous roles at Cresset, The Pagnato-Karp Group, Equity Planning Inc. and 1st Mariner Bank. Amanda Plonski holds a 2009 - 2011 Master of Business Administration - MBA in Finance concentration @ Loyola University Maryland. With a robust skill set that includes Strategic Financial Planning, Financial Planning, Certified Financial Planner, Strategic Financial, Wealth Management and more. Amanda Plonski has 3 emails and 2 mobile phone numbers on RocketReach.
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