Alexandra Amoruso Kennedy, Cfp®
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Alexandra Amoruso Kennedy, Cfp® Email & Phone Number

Senior Financial Advisor at Lifeworks Advisors
Location: New York, United States 11 work roles 2 schools
1 work email found @firstrepublic.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@firstrepublic.com
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Current company
Lifeworks Advisors
Role
Senior Financial Advisor
Location
New York, United States
Company size
40 employees

Who is Alexandra Amoruso Kennedy, Cfp®? Overview

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Quick answer

Alexandra Amoruso Kennedy, Cfp® is listed as Senior Financial Advisor at Lifeworks Advisors, a with 40 employees, based in New York, United States. AeroLeads shows a work email signal at firstrepublic.com and a matched LinkedIn profile for Alexandra Amoruso Kennedy, Cfp®.

Alexandra Amoruso Kennedy, Cfp® previously worked as Vice President, Client Relationship Manager at Rockefeller Capital Management and Vice President, Client Relationship Manager at Rockefeller Capital Management. Alexandra Amoruso Kennedy, Cfp® holds Bachelor Of Arts (B.A.), Finance from University Of Rhode Island - College Of Business.

Company email context

Email format at Lifeworks Advisors

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*@firstrepublic.com
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Profile bio

About Alexandra Amoruso Kennedy, Cfp®

Alexandra Amoruso Kennedy, Cfp® is a Senior Financial Advisor at Lifeworks Advisors. She possess expertise in excel, microsoft office, powerpoint, word, administration and 17 more skills.

Listed skills include Excel, Microsoft Office, Powerpoint, Word, and 18 others.

Current workplace

Alexandra Amoruso Kennedy, Cfp®'s current company

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Lifeworks Advisors
Lifeworks Advisors
Senior Financial Advisor
New York, NY, US
Website
lifeworksadvisors.com
Employees
40
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Company profile
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11 roles

Alexandra Amoruso Kennedy, Cfp® work experience

A career timeline built from the work history available for this profile.

Cash Management Analyst

E*Trade

Us

-Provide proactive support to offer clients long-term solutions with all required banking needs-Perform Bill pay, Money Market and In-clearing settlements-Serve as primary contact point, building solid relationships, and ensuring each prospective and existing client has a consistent, positive experience with E*TRADE- Analyze and process ACH and debit card fraud disputes, complying with Regulation E -Work with internal and external group entities on behalf of clients when requirements or issues arise-Run and analyze bi-weekly and monthly reports -Perform a variety of account maintenance procedures and monitor for fraudulent activity-Service electronic funds transfers and stop payments efficiently meeting each deadline

Mar 2013 - Dec 2015

Operations Specialist

E*Trade

Us

-Monitor daily incoming information such as wire requests, checks, and transfer of assets-Ensure all information is processed according to required time frames-Initiate workflow processing for all the departments within E-Trade -Resolve daily client inquiries and account issues -Cost Basis Reporting

Dec 2010 - Mar 2013

Marketing Intern

Pioneer Financial Group

-Development and maintenance of the Rhode Island Society of Financial Service Professionals website-Assisted in the coordination, planning, and execution of events-Designed and formatted material for events-Research and development of social media marketing for the firm-Creation of the membership guide pamphlet for Professional Day 2010-Updated PowerPoint slides for 2010 retirement planning class-Assisted VP in organization of material for clients' financial plans

Jan 2010 - May 2010
Team & coworkers

Colleagues at Lifeworks Advisors

Other employees you can reach at lifeworksadvisors.com. View company contacts for 40 employees →

JS Jonathan Spatz Jonathan Spatz Colleague at Lifeworks AdvisorsHickory, North Carolina, United States View → CM Chris Mercer Chris Mercer Colleague at Lifeworks AdvisorsGlenview, Illinois, United States View → LN Lan Nguyen Lan Nguyen Colleague at Lifeworks AdvisorsGrand Rapids, Michigan, United States View → EO Eric Olivero, Cfp® Eric Olivero, Cfp® Colleague at Lifeworks AdvisorsGrand Rapids, Michigan, United States View → BP Brandyn Polmateer, Cfp®, Chfc® Brandyn Polmateer, Cfp®, Chfc® Colleague at Lifeworks AdvisorsGrand Rapids, Michigan, United States View → CG Chris Gervat - Financial Advisor Chris Gervat - Financial Advisor Colleague at Lifeworks AdvisorsGrand Rapids Metropolitan Area, United States View → SS Sean Sullivan, Cfs®, Cas® Sean Sullivan, Cfs®, Cas® Colleague at Lifeworks AdvisorsUnited States View → IP Isaiah Peterson Isaiah Peterson Colleague at Lifeworks AdvisorsGrand Rapids, Michigan, United States View → PL Patricia Lloyd Patricia Lloyd Colleague at Lifeworks AdvisorsScottsdale, Arizona, United States View → TS Todd S. Smith, Cfp®, Chfc®,Cltc®, Ctm® Todd S. Smith, Cfp®, Chfc®,Cltc®, Ctm® Colleague at Lifeworks AdvisorsColorado Springs, Colorado, United States View →
2 education records

Alexandra Amoruso Kennedy, Cfp® education

Bachelor Of Arts (B.A.), Finance

University Of Rhode Island - College Of Business

Education record

Bond University
FAQ

Frequently asked questions about Alexandra Amoruso Kennedy, Cfp®

Quick answers generated from the profile data available on this page.

What company does Alexandra Amoruso Kennedy, Cfp® work for?

Alexandra Amoruso Kennedy, Cfp® works for Lifeworks Advisors.

What is Alexandra Amoruso Kennedy, Cfp®'s role at Lifeworks Advisors?

Alexandra Amoruso Kennedy, Cfp® is listed as Senior Financial Advisor at Lifeworks Advisors.

What is Alexandra Amoruso Kennedy, Cfp®'s email address?

AeroLeads has found 1 work email signal at @firstrepublic.com for Alexandra Amoruso Kennedy, Cfp® at Lifeworks Advisors.

Where is Alexandra Amoruso Kennedy, Cfp® based?

Alexandra Amoruso Kennedy, Cfp® is based in New York, United States while working with Lifeworks Advisors.

What companies has Alexandra Amoruso Kennedy, Cfp® worked for?

Alexandra Amoruso Kennedy, Cfp® has worked for Lifeworks Advisors, Rockefeller Capital Management, First Republic Private Wealth Management, E*Trade, and Pioneer Financial Group.

Who are Alexandra Amoruso Kennedy, Cfp®'s colleagues at Lifeworks Advisors?

Alexandra Amoruso Kennedy, Cfp®'s colleagues at Lifeworks Advisors include Jonathan Spatz, Chris Mercer, Lan Nguyen, Eric Olivero, Cfp®, and Brandyn Polmateer, Cfp®, Chfc®.

How can I contact Alexandra Amoruso Kennedy, Cfp®?

You can use AeroLeads to view verified contact signals for Alexandra Amoruso Kennedy, Cfp® at Lifeworks Advisors, including work email, phone, and LinkedIn data when available.

What schools did Alexandra Amoruso Kennedy, Cfp® attend?

Alexandra Amoruso Kennedy, Cfp® holds Bachelor Of Arts (B.A.), Finance from University Of Rhode Island - College Of Business.

What skills is Alexandra Amoruso Kennedy, Cfp® known for?

Alexandra Amoruso Kennedy, Cfp® is listed with skills including Excel, Microsoft Office, Powerpoint, Word, Administration, Planning, Scheduling, and Social Media.

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