Client Service Associate
Amanda is an Account Manager on the Client Services team. She works closely with IT, Marketing, Sales, Billing and insurance carriers to guarantee that all client needs are being met. Amanda analyzes data files to ensure accuracy and fluid formatting, creates and reviews enrollment materials, as well as provide timely customer support. Amanda previously interned at Morgan Stanley, working closely with multiple FAs and CSAs on both client and team based projects.
Amanda graduated from New York University with a major in Economics. In her spare time, she loves to travel, play with her cats, Maya & Milo, and spend time with her family.