Amanda Thomas's Location
Santa Barbara, CA, US
Amanda Thomas's Work
- Partner and Director of Philanthropic Strategy @ Mission Wealth
- Partner and Client Advisor @ Mission Wealth
- Vice President @ Northern Trust Corporation
Amanda Thomas's Education
- College for Financial Planning
Master of Science - Personal Financial Planning
2013 - 2014 - University of North Carolina at Chapel Hill
B.A. International Studies; B.A. Classics and International Studies
1978 - 1982 - UCSB
Professional Financial Planning Certification (Graduate study)
2009 - 2011
Amanda Thomas's Skills
- Wealth Management
- Investment Advisory
- Estate Planning
- Wealth
- Retirement
- Investments
- Investment Management
- Retirement Planning
- Financial Planning
- Portfolio Management
Amanda Thomas's Summary
Amanda Thomas, based in Santa Barbara, CA, US, is currently a Partner and Director of Philanthropic Strategy at Mission Wealth, bringing experience from previous roles at Mission Wealth and Northern Trust. Amanda Thomas holds a 2013 - 2014 Master of Science - Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Wealth Management, Investment Advisory, Estate Planning, Wealth, Retirement and more, Amanda Thomas contributes valuable insights to the industry. Amanda Thomas has 1 email and 1 mobile phone number on RocketReach.
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