Amanda Roy

Director Of Client Services at Boston Financial

Amanda Roy has over 20 years of work experience in the financial industry. Amanda is currently the Director of Client Services at Boston Financial Investment Management, LP since December 2020. Prior to that, they worked at Boston Capital for 14 years as a Director. Amanda also had experience in quality control at Mercer from 2004 to 2006, and as a Retirement Plan Specialist at Putnam Investments from 2000 to 2004.

Amanda Roy completed their Bachelor of Applied Science (B.A.Sc.) degree in Nutrition Sciences from Framingham State University, studying from 1993 to 1998. In 2001, they obtained the certifications of Series 7, 63, and 24 from FINRA.

Links

Previous companies

Mercer logo
Putnam Investments logo

Timeline

  • Director Of Client Services

    December, 2020 - present