Amanda Dann
Investment Operations Associate
“The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.” – Ralph Waldo Emerson
As an Investment Operations Associate, I am dedicated to ensuring that every transaction exchange between my team and our client is executed with the highest levels of efficiency and accuracy. At the same time, I remain committed to supporting my team with clear communication, collaboration, and solutions to achieving our operational goals.
My amazing husband Kevin and I are busy raising our three beautiful children Colton, Jacob and Savannah. Our spare time is mostly spent cheering them on at their sporting events where we create so many memories together. When we aren’t at a game, you’ll find us making more memories at the lake, our happy place and favorite family getaway.
