INVESTMENT OPERATIONS MANAGER
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Email: [email protected]

Direct: (607) 205-0916

Cell: (201) 834-9602

AMANDA PASQUALE

INVESTMENT OPERATIONS MANAGER

Amanda began her career in the financial services industry at Northwestern Mutual in the Philadelphia network office where she wore many hats, most notably Assistant Director of the Financial Planning Department. She also has experience in the RIA space, most recently working in a client service and operations role at Bell Rock Capital in Rehoboth Beach, DE.

Amanda is excellent at providing operational and client support for advisors and is passionate about investment operations. She is also currently pursuing a planning designation.

Amanda grew up in Binghamton, NY and holds a B.S. in Economics from The University of Scranton.

Currently residing in Southern Delaware, she enjoys spending time at the beach and hanging out with her pup, Mae.

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CONTACT

[email protected]

(201) 881-1529

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ADDRESS

104 Summit Ave., Summit, NJ 07901

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