Amanda Kerley

Amanda Kerley Email and Phone Number

Head Of Human Resources Strategy and Culture at Dynasty Financial Partners @ Dynasty Financial Partners
Amanda Kerley's Location
St Petersburg, Florida, United States, United States
Amanda Kerley's Contact Details

Amanda Kerley personal email

n/a
About Amanda Kerley

Amanda Kerley is a Head Of Human Resources Strategy and Culture at Dynasty Financial Partners at Dynasty Financial Partners. She possess expertise in wealth management, investments, investment management, financial advisory, wealth management services and 11 more skills.

Amanda Kerley's Current Company Details
Dynasty Financial Partners

Dynasty Financial Partners

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Head Of Human Resources Strategy and Culture at Dynasty Financial Partners
Amanda Kerley Work Experience Details
  • Dynasty Financial Partners
    Head Of Human Resources Strategy And Culture
    Dynasty Financial Partners Aug 2020 - Present
    St Petersburg, Florida, Us
    Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.

With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.

Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.

Visit our website for more information: www.dynastyfinancialpartners.com
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  • Dynasty Financial Partners
    Chief Experience Officer
    Dynasty Financial Partners Mar 2019 - Aug 2020
    St Petersburg, Florida, Us
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  • Dynasty Financial Partners
    Director Of Human Resources
    Dynasty Financial Partners Jul 2016 - Mar 2019
    St Petersburg, Florida, Us
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  • Dynasty Financial Partners
    Senior Vice President, Wealth Management
    Dynasty Financial Partners Feb 2014 - Jul 2016
    St Petersburg, Florida, Us
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  • Dynasty Financial Partners
    Vice President, Wealth Management
    Dynasty Financial Partners Dec 2010 - Feb 2014
    St Petersburg, Florida, Us
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  • U.S. Trust, Bank Of America Private Wealth Management
    Assistant Vice President
    U.S. Trust, Bank Of America Private Wealth Management May 2006 - Dec 2010
    Us
    Served as Assistant Vice President on the team focusing on banking, credit, investment management and trust and estate planning for ultra-high net worth clients. In 2009, was part of the team ranked #28 in the “Top 100 Financial Advisors” list by Barron’s.
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Amanda Kerley Skills

Wealth Management Investments Investment Management Financial Advisory Wealth Management Services Finance Series 7 Estate Planning Wealth Alternative Investments Investment Strategies Asset Allocation Hedge Funds High Net Worth Individuals Banking Asset Management

Amanda Kerley Education Details

  • Columbia University
    Columbia University

Frequently Asked Questions about Amanda Kerley

What company does Amanda Kerley work for?

Amanda Kerley works for Dynasty Financial Partners

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

Amanda Kerley's current role is Head Of Human Resources Strategy and Culture at Dynasty Financial Partners.

What is Amanda Kerley's email address?

Amanda Kerley's email address is am****@****yfp.com

What is Amanda Kerley's direct phone number?

Amanda Kerley's direct phone number is +121296*****

What schools did Amanda Kerley attend?

Amanda Kerley attended Columbia University.

What skills is Amanda Kerley known for?

Amanda Kerley has skills like Wealth Management, Investments, Investment Management, Financial Advisory, Wealth Management Services, Finance, Series 7, Estate Planning, Wealth, Alternative Investments, Investment Strategies, Asset Allocation.

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