Amanda Walsh Email & Phone Number
Client Services Associate @ Washington Avenue Advisors
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Amanda Walsh Location
- Lansing, MI, US
Amanda Walsh Work
- Client Services Associate @ (July 2016 - Present)
- Accounts Payable Assistant (temporary) @ Local School District (April 2016 - June 2016)
- Receptionist @ (January 2016 - April 2016)
- Customer Service Representative and Auto-Technician @ (February 2013 - February 2016)
Amanda Walsh Education
- Davenport University
Bachelor's degree (Finance, General)
2017-2020 - Lansing Community College
General Studies
2013-2017
Amanda Walsh Skills
- 401k Rollovers
- Administration
- Administrative Assistance
- AdvicePay
- Annuity Contracting
- Attention to Detail
- Business processing
- Client Onboarding
- Confidentiality
- Customer Service
- Data Entry
- DocuSign
- Executive Calendar Management
- Financial Operations
- Financial Services
- Financial Transaction Processing
- Insurance Platforms
- Investment Platforms
- Invoicing
- Licensing & Registering
- Michigan Notary
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Money Transfers
- Office Administration
- Open-mindedness
- People-oriented
- Problem Solving
- Process Efficiency
- Quick Witted
- RIA In A Box
- Record Keeping
- Redtail Imaging
- Redtail Technology
- Regulatory Compliance
- Stock Transfers
- TD Ameritrade
- Teamwork
- Time Management
- UXWP
- Written Communication
Amanda Walsh Summary
- Amanda Walsh, based in Lansing, MI, US, is currently a Client Services Associate at Washington Avenue Advisors. Amanda Walsh brings experience from previous roles at Local School District, H&R Block and Valvoline Instant Oil Change. Amanda Walsh holds a 2017 - 2020 Bachelor's degree in Finance, General @ Davenport University. With a robust skill set that includes 401k Rollovers, Administration, Administrative Assistance, AdvicePay, Annuity Contracting and more. Amanda Walsh has 2 emails and 1 mobile phone numbers on RocketReach.
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