Michael Oana Retirement Planning Specialist
Amanda Diamond is a skilled professional with extensive experience in administrative and client-facing roles, currently serving as Client Concierge at Michael Oana Retirement Planning Specialist since January 2025. Prior experience includes a decade at Rhinebeck Bank, where Amanda held several positions including Executive Assistant to the Chief Operating Officer and Senior Administrative Assistant. Responsibilities included managing incentive plans, preparing performance reports, coordinating employee recognition events, and overseeing marketing initiatives. Amanda began their career at Kohl's Department Stores and has held various internships, enhancing their proficiency in client relations and administrative support. Amanda holds a Bachelor's Degree in Business Management & Administration from Mount Saint Mary College and an Associate's Degree from Dutchess Community College.
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Michael Oana Retirement Planning Specialist
As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family. We take great pride in being the financial advisor of choice. We measure daily success in handshakes and hugs and we try to shift the burden of worry away from our clients. Our education, training, hard work, and teamwork allow us to serve others while providing for our own families. Michael Oana Retirement Planning Specialist is an independent company. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a registered investment advisers. Cetera is under separate ownership from any other named entity.