Allworth Financial
Miranda Oates serves as an Integrated Services Executive Assistant at Allworth Financial since May 2023, leveraging previous experience as an Executive Assistant at Protiviti from August 2021 to May 2023. Earlier roles include Social Media and Marketing Coordinator at Macon Raine, Community Assistant at Regus, Sales Associate at Tory Burch, and Technology and Media Lead at Impactful.ly. Miranda Oates holds a Bachelor's degree in Anthropology from Miami University, complemented by minors in Fashion Design (Business) and Archaeology, and is pursuing a Certificate in Legal Assistant/Paralegal from the University of Cincinnati Online, expected to be completed in December 2023.
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Allworth Financial
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087