Amanda Jones

Senior Client Relationship Associate at EP Wealth Advisors

Amanda Jones has a diverse professional background in client services, operations, and sales. Amanda currently serves as a Senior Client Relationship Associate at EP Wealth Advisors and previously held roles such as Vice President of Operations at California Educators Financial and Insurance Services. Amanda's experience includes managing client relationships, preparing financial documents, and supporting team operations. Amanda also has experience in front office management, handling phone calls, scheduling meetings, and ensuring smooth office operations. Amanda's educational background includes attending the College of the Canyons from 2007 to 2013.

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Timeline

  • Senior Client Relationship Associate

    February 1, 2024 - present

  • Client Relationship Associate

    January, 2022

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