Amanda works closely with Pure’s Financial Advisors to ensure client satisfaction is maintained through ongoing client contact and general support. In addition, Amanda also works closely with the Chief Compliance Officer, Director of Operations to ensure company policies and procedures are continuously monitored and evaluated.
Prior to joining the Pure team, Amanda worked as a Client Services Manager for a Wealth Management firm where she provided sales and servicing support to the firm’s Managing Director and Wealth Advisors by managing the day to day operations and customer service demands of high net worth financial planning clientele. She also earned her FINRA Series 7 and 66 securities licenses.
Amanda graduated with a Bachelor of Science in Business Administration with an emphasis in Management from San Diego State University. While attending SDSU, she gained experience in the finance industry by working as a Financial Advisor Assistant intern at a local Wealth Management firm and later accepted a position at that same firm as the Executive Assistant, working closely with the CEO on all daily operations of the business.
Amanda is originally from Sonoma, California, where her family currently resides. In her spare time, she likes to stay active by playing volleyball, hiking, going to the beach, and spending quality time with her family and friends.