Vice President, Sales Director – West Region
Amanda joins Millennium Trust as a Regional Sales Director covering the Western territory for Retirement Services and has over a decade of experience in the financial services industry. She is responsible for covering the Western territory for Retirement Services and developing rollover IRA business with institutional clients.
Prior to joining the firm, she served as a Regional Planning Director for Edelman Financial Engines and most recently as a Managing Director at Howard Capital Management where she led sales and distribution efforts for the firm’s retirement plan division. Before that, she led business development and sales efforts at E*TRADE Advisor Services and Jackson National. Amanda graduated Cum Laude from Northwood University with a double major in Banking & Finance and Management. She has also passed the FINRA Series 6, 63, 65, and Colorado life insurance exams.