Keel Point
Amanda Ahmed has extensive work experience in the financial services industry. Amanda currently holds the position of Director of Operations at Keel Point, where they have been working since 2019. Prior to this, Amanda worked as a Senior Investment Operations Analyst at Keel Point starting from 2017. Before joining Keel Point, they worked as an Investment Operations Analyst at Parkwood Corporation from 2014 to 2017. Amanda also has experience at SIRVA Relocation, where they worked as a Financial Analyst and Relocation Counselor from 2005 to 2008. Overall, Amanda's work experience demonstrates their expertise in investment operations and financial analysis.
Amanda Ahmed graduated with a Bachelor's degree in Finance/Accounting from St. Cloud State University - Herberger Business School in 2006.
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Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.