Focus
Amanda oversees the operations team within Northpointe Wealth Management, in addition to resolving client inquiries and account administration. Amanda’s primary focus is providing exceptional service to our clients. It is her top priority to help ensure clients are well cared for and all their needs are met.
Background and experience
Amanda earned a Bachelor of Arts degree in Communications, minoring in English and Public Relations, from West Virginia University.
She began her financial career with Wells Fargo Bank in 2014 as a personal banker. She focused on providing excellent customer service while overseeing all aspects of her clients' accounts. Her responsibilities included managing accounts and providing clients with banking services like loans and credit cards.
After her experience as a personal banker, Amanda shifted her focus to a more analytical role and accepted the opportunity to transfer into the Corporate Trust Services division of Wells Fargo Bank as a Securities Analyst. During her tenure, she actively participated in projects, including efficiency efforts, quality control, analysis, new business offerings, and testing.
In March 2017, Amanda relocated to Columbus and began her role as a Client Associate with Wells Fargo Advisors. Soon after, she proudly joined Northpointe Wealth Management.
Most recently, Amanda was selected to be a member of the Client Associate Advisory Board within Wells Fargo Advisors Financial Network.
Away from the office
Amanda enjoys spending time with family, traveling, and staying active. She is an avid sports enthusiast and looks forward to cheering on the Pittsburgh Steelers and West Virginia Mountaineers. Amanda resides in Powell, Ohio with her husband, Tom, their daughter, Rylee and Cavalier King Charles Spaniel, Lucy.