Amanda Preston Email & Phone Number
Director, Wealth Solutions @ 3EDGE Asset Management
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Amanda Preston Location
- Los Angeles, CA, US
Amanda Preston Work
- Director, Wealth Solutions @ (January 2025 - Present)
- Senior Relationship Manager @ (October 2022 - February 2025)
- Private Wealth Senior Associate @ (July 2022 - October 2022)
- Private Wealth Associate @ (August 2018 - July 2022)
- Client Service Associate @ (June 2017 - August 2018)
Amanda Preston Education
- Endicott College
Bachelor of Science (BSc) (International Business)
2014-2017
Amanda Preston Skills
- Asset Allocation
- Client Relations
- Client Services
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Microsoft Office
- Social Media Marketing
- Social Networking
- Wealth Management
Amanda Preston Summary
- Amanda Preston, based in Los Angeles, CA, US, is currently a Director, Wealth Solutions at 3EDGE Asset Management. Amanda Preston brings experience from previous roles at 3EDGE Asset Management, Windham Capital Management and Morgan Stanley. Amanda Preston holds a 2014 - 2017 Bachelor of Science (BSc) in International Business @ Endicott College. With a robust skill set that includes Asset Allocation, Client Relations, Client Services, Finance, Financial Advisory and more. Amanda Preston has 4 emails and 1 mobile phone numbers on RocketReach.
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