Amanda is Director of Client Services at Cresset. In this role, she focuses on project management and operational efficiencies related to private investments. Amanda oversees a team of Client Service Associates, who facilitate investments and funding for clients into private investment vehicles. She also implements and executes various initiatives to continually improve processes, find scalable solutions, and create controls to ensure her team facilitates accurate and timely execution of client requests.
Prior to Cresset, Amanda was an Implementation Project Manager at Fidelity Investments, where she onboarded Registered Investment Advisor and Family Office firms to the Fidelity Institutional platform. Before her 13-year career with Fidelity, Amanda was a retirement and college savings specialist with Putnam Investments.
Amanda graduated from the University of Rhode Island with a Bachelor of Science degree in business administration, with a major in finance. She interned at Northwestern Mutual as a Financial Representative and became a licensed insurance agent.
Amanda lives in Scarborough, Maine with her husband and two children.