Amanda Pearson

Amanda Pearson

Strategic COO & Client Liaison | Driving Operational Excellence and Client Success in Financial Serv...
Raleigh, North Carolina, United States

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Work Experience

Weston Banks Wealth Partners

Chief Operating Officer/Client Liaison

2024-02-01 - Present

Crawford 1031 Advisors

First Vice President

2020-05-01 - Present

Dude Solutions

Energy Implementation Specialist

2019-08-01 - 2020-05-01

Fidelity Investments

Defined Contributions Associate III

2010-01-01 - 2012-06-01

Skills

financial planning charitable gifting legacy planning wealth management college planning

Languages

English