Amanda Volk

Amanda Volk Email and Phone Number

Executive Director - Client Relations at DayMark Wealth Partners @ DayMark Wealth Partners
Amanda Volk's Location
Cincinnati, Ohio, United States, United States
About Amanda Volk

Amanda Volk, Executive Director – Client Relations at DayMark Wealth Partners, is highly involved in the day-to-day operations of the practice. She helps meet the administrative needs of clients and oversees client service to help ensure requests are handled accurately and quickly. She is series 7 licensed.Amanda has served as a Client Service Associate in the financial industry since 2004, formerly working with UBS Financial Services, Raymond James and Wells Fargo Advisors. She began working with Jason Beischel at Wells Fargo Advisors in 2014.Amanda attended the University of Cincinnati focusing Spanish Language and Literature. Amanda volunteers in her community with numerous charities and coaches her son’s soccer team. She enjoys the outdoors with her husband Kyle, their son, and two dogs. Together they find pleasure in camping, hiking and skiing. She also enjoys participating in running events ranging from 5k’s to half marathons in and around Cincinnati.

Amanda Volk's Current Company Details
DayMark Wealth Partners

Daymark Wealth Partners

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Executive Director - Client Relations at DayMark Wealth Partners
Amanda Volk Work Experience Details
  • Daymark Wealth Partners
    Executive Director - Client Relations
    Daymark Wealth Partners Apr 2024 - Present
    Cincinnati, Ohio, United States
  • Daymark Wealth Partners
    Director - Client Relations
    Daymark Wealth Partners Jun 2022 - Apr 2024
    We are an independent registered investment advisor, skilled at helping people better define their financial goals and build a path for their financial future.Headquartered in Cincinnati, DayMark Wealth Partners was founded in 2022 by a team of seven private wealth professionals with diverse backgrounds and expertise with numerous professional credentials, industry certifications and awards. The founding members have a combined industry experience of nearly 200 years — representing a vast amount of knowledge and insights that we bring to each client relationship.We work closely with multigenerational families and successful individuals, including business owners and entrepreneurs, providing guidance and leadership as they grow through every phase of their lives.
  • Wells Fargo Advisors
    Senior Client Associate
    Wells Fargo Advisors Nov 2014 - Jun 2022
    Cincinnati, Ohio, United States
  • Raymond James
    Operational Specialist
    Raymond James Feb 2014 - Nov 2014
    Cincinnati, Ohio, United States
  • Wells Fargo Advisors
    Client Associate
    Wells Fargo Advisors Sep 2009 - Feb 2014
    Cincinnati, Ohio, United States
  • Bonefish Grill
    Bartender
    Bonefish Grill Aug 2007 - Feb 2013
    Hyde Park, Oh, Usa
    Server - Bartender
  • Ubs
    Client Service Associate
    Ubs 2004 - Sep 2009
    Cincinnati, Ohio, United States

Amanda Volk Education Details

Frequently Asked Questions about Amanda Volk

What company does Amanda Volk work for?

Amanda Volk works for Daymark Wealth Partners

What is Amanda Volk's role at the current company?

Amanda Volk's current role is Executive Director - Client Relations at DayMark Wealth Partners.

What schools did Amanda Volk attend?

Amanda Volk attended University Of Cincinnati, Universidad Iberoamericana, Ciudad De México.

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