Amanda Tappen Email & Phone Number
Managing Director, Wealth Advisor, Relationship Manager @ First Manhattan
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Amanda Tappen Location
- New York, NY, US
Amanda Tappen Work
- 2024 -now Managing Director, Wealth Advisor, Relationship Manager @
- 2008 -2024 Senior Wealth Advisor, Business Development Professional @
- 2004 -2008 Associate, Equity Research @
- 2002 -2004 Investor Relations @ Gemstar-TV Guide International
- 2000 -2002 Associate, Equity Research Administration @ Banc of America Securities
Amanda Tappen Education
- Boston College
Bachelor of Science (Finance)
1996-2000 - Villa Walsh Academy 1992-1996
Amanda Tappen Skills
- Financial Advisory
- Wealth Management
- Wealth Preservation Planning
- Certified Financial Planner
- Retirement Planning
- College Education Planning
- Charitable Giving
- Estate Planning
- Equity Research
- Investor Relations
- Investment Management
- Investments
- Equities
- Financial Modeling
- Financial Analysis
- Equity Valuation
- Microsoft Excel
- Business Development
- Strategic Planning
- Public Relations
Amanda Tappen Summary
- Amanda Tappen, based in New York, NY, US, is currently a Managing Director, Wealth Advisor, Relationship Manager at First Manhattan. Amanda Tappen brings experience from previous roles at Douglas C. Lane & Associates, LLC, Banc of America Securities and Gemstar-TV Guide International. Amanda Tappen holds a 1996 - 2000 Bachelor of Science in Finance @ Boston College. With a robust skill set that includes Financial Advisory, Wealth Management, Wealth Preservation Planning, Certified Financial Planner, Retirement Planning and more. Amanda Tappen has 2 emails and 1 mobile phone numbers on RocketReach.
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