Amanda Ptak is a Vice President and Wealth Planner at Fidelity Investments, where they leverage over 17 years of expertise in wealth management to provide outstanding client experiences. Previously, Amanda held various positions at Citizens including Private Client Financial Advisor and Premier Advisor, where they focused on retaining and acquiring affluent client relationships. Amanda began their career at PNC as a Personal Banker, emphasizing client profiling and tailored financial recommendations. They are currently continuing their education at Kent State University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices