Amanda supports the efforts of the advisors at Quintus by being the primary point of contact for clients and ensuring the business is processed in an efficient manner. Her responsibilities include establishing new accounts, transferring assets, regular account maintenance, responding to client requests, and coordinating meetings.
Amanda was recognized as the Securities America Assistant of the Year for 2011. This award is given out annually to the the top assistant at the independent broker dealer. She also served on the Securities America Sales Assistant Advisory Board.
Amanda takes pride in being efficient and providing quality client service. She is not satisfied until the job is complete and the client is pleased. She realizes that in a practice like Quintus, clients always come first and is proactive in addressing client needs. Amanda adds: “By contacting clients first, I ensure that the clients are always kept in the loop and feel comfortable with Quintus”.
Amanda holds a B.S. in Business Administration from Southern Illinois University-Edwardsville and maintains a Series 7 and 63 registration with LPL. She has worked with Quintus since its initial formation.