Amanda Staples Email & Phone Number
Regional Director - Retirement Investments @ Principal Financial Group
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Amanda Staples Location
- Denver, CO, US
Amanda Staples Work
- Regional Director - Retirement Investments @ (April 2026 - Present)
- Director of Investments and Partner @ (January 2022 - April 2026)
- Investment Analyst @ (March 2016 - December 2021)
- Senior Client Associate @ Rw Baird Co Inc (January 2015 - February 2016)
- Defined Contribution Analyst @ (December 2010 - December 2014)
- Financial Advisor @ (January 2009 - November 2010)
- Investment Consultant @ Strategies LLC (July 2007 - October 2008)
Amanda Staples Education
- University of Colorado Boulder - Leeds School of Business
Marketing
Amanda Staples Skills
- Series 7
- Series 63
- Series 65
- CMFC Designation
- 401k
- Financial Analysis
- Pensions
- Retirement
- Investments
- Data Analysis
- Financial Modeling
- Mutual Funds
- Strategic Planning
- Microsoft Excel
- Asset Allocation
- Finance
- Retirement Planning
- Asset Management
- Investment Strategies
- Wealth Management
- Financial Planning
- Portfolio Management
- APMA Designation
Amanda Staples Summary
- Amanda Staples, based in Denver, CO, US, is currently a Regional Director - Retirement Investments at Principal Financial Group. Amanda Staples brings experience from previous roles at Creative Planning Retirement Services, Lockton Companies, Rw Baird Co Inc and Mercer. Amanda Staples holds a Marketing @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Series 7, Series 63, Series 65, CMFC Designation, 401k and more. Amanda Staples has 1 emails and 3 mobile phone numbers on RocketReach.
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