Talk to sales Try for Free
Amanda Preston, CFP®

Amanda Preston, CFP®

Client Service Associate

Followers of Amanda Preston, CFP®770 followers
location of Amanda Preston, CFP®Los Angeles Metropolitan Area

Connect with Amanda Preston, CFP® to Send Message

Connect

Connect with Amanda Preston, CFP® to Send Message

Connect

  • Timeline

  • About me

    Director, Wealth Solutions at 3EDGE Asset Management

  • Education

    • Endicott College

      2014 - 2017
      Bachelor of Science (BSc) International Business

      •Bachelors of Science in International Business- Magna Cum Laude•Accelerated program of study- graduated in three years•High Honors Deans List, Cumulative GPA 3.9•Sigma Beta Delta International Honor Society

  • Experience

    • Morgan Stanley

      Jun 2017 - Aug 2018
      Client Service Associate

    • Windham Capital Management

      Aug 2018 - Oct 2022

      • Private Wealth Senior Associate

        Jul 2022 - Oct 2022

      • Private Wealth Associate

        Aug 2018 - Jul 2022

    • 3EDGE Asset Management

      Oct 2022 - now

      • Director, Wealth Solutions

        Jan 2025 - now

      • Senior Relationship Manager

        Oct 2022 - Feb 2025

  • Licenses & Certifications

    • Series 65

      Nov 2018

    • Series 7

      Apr 2018

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2022

  • Honors & Awards

    • Awarded to Amanda Preston, CFP®
      Sigma Beta Delta- International Honor Society Sigma Beta Delta Sep 2016
    • Awarded to Amanda Preston, CFP®
      New Hampshire Scholar Award State of New Hampshire Jun 2014