AM

Amanda Myers

Client Manager at Brown Shipley | A Quintet Private Bank

Amanda Myers has extensive experience in office management, paraplanning, administrative duties, and client management within the financial planning industry. With a background in various companies such as Millcroft Wealth Management Limited, BDO LLP, BROADSTONE Pensions and Investments, and Brown Shipley, Amanda has a strong track record in coordinating office processes and procedures, providing support to directors, and offering financial planning advice to clients. Amanda currently holds the position of Client Manager and Client Associate at Brown Shipley.

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Timeline

  • Client Manager

    January, 2021 - present

  • Client Associate

    October, 2018