Amanda Thomas Email & Phone Number
Who is Amanda Thomas? Overview
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Amanda Thomas is listed as Customer Success Manager at LPL Financial, a company with 14027 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Amanda Thomas.
Amanda Thomas previously worked as Customer Experience Specialist at Avidxchange, Inc. and Business Development Project Coordinator at Shadow 1 Contracting. Amanda Thomas holds Masters Of Science In Management from Unc Charlotte Belk College Of Business.
Email format at LPL Financial
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About Amanda Thomas
Customer Experience professional with 5+ years of experience in Finance, Healthcare, and Relationship Management. Proven expertise in leading end-to-end project management, showcasing strong leadership, communication, and problem-solving skills. Adept at creating innovative solutions with software technology and passionate about client advocacy. Seeking a role to leverage dynamic skills in project management, customer service, and strategic planning for customer success and organizational growth.
Listed skills include Communication, Administrative Assistance, Healthcare, Leadership, and 12 others.
Amanda Thomas's current company
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Amanda Thomas work experience
A career timeline built from the work history available for this profile.
Customer Experience Specialist
CurrentUtilized Salesforce CRM to efficiently and accurately enter and update client data, track interactions, and generate detailed reports to support data-driven decision-making.Developed and implemented effective communication strategies to address and resolve client issues, resulting in a measurable improvement in client retention and service.
Business Development Project Coordinator
Responsible for handling incoming inquiries and leads from current and prospective clients, showcasing the company's upscale remodeling solutions.Guides clients through the sales process, providing advice and solutions tailored to their needs. Strives to exceed sales targets by cultivating relationships and demonstrating the value of the company's premium.
Project Coordinator
Spearhead and oversee administrative projects within the church, ensuring efficient planning, execution, and completion.Manage the scheduling, planning, and coordination of church events, community outreach programs, meetings, and facility usage, optimizing resource allocation.Facilitate effective internal communication among church staff and volunteers.
Client Relationship Manager
-Cultivated and maintained positive client relationships by understanding their current and future financial goals, conducting comprehensive financial analyses and providing financial guidance; thus empowering them to make informed decisions about their investment strategy and retirement planning.Stayed updated on TIAA's financial products and services, as.
Certified Medical Assistant
Medical Assistant who serves as a key member of an interdisciplinary health team at a busy urgent care. Assist provider in ensuring optimal patient care and smooth daily office operations. -Increased efficiency 20% by implementing training strategies within the workplace with new employees.-Efficiently handled administrative duties (e.g. returning patient.
Certified Medical Assistant
Customer Service Representative
Handled acceptance of 1000+ incoming financial documents from FedEx, UPS, and USPS for TIAA on a daily basis, and aided in the transition to correct department. Worked closely with treasury and wealth management to ensure timely transactions and accurate transfers of client funds and documents.
Crew Trainer
Responsible for training 3-5 incoming crew members and monitoring performance while also maintaining daily duties including, order taking, upselling, food preparation, and cleaning.
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 14027 employees →
Vanaja Kintada
Colleague at Lpl Financial
San Diego, California, United States, United States
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Ryan Popat
Colleague at Lpl Financial
San Diego, California, United States, United States
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Nick Dial
Colleague at Lpl Financial
San Diego, California, United States, United States
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Fernando Nuñez-Martinez
Colleague at Lpl Financial
San Diego, California, United States, United States
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CW
Christopher Weaver
Colleague at Lpl Financial
Blythewood, South Carolina, United States, United States
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Amy Tincher
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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MR
Michael Rous
Colleague at Lpl Financial
St Petersburg, Florida, United States, United States
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PB
Pam Beigh
Colleague at Lpl Financial
Napa, California, United States, United States
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RI
Roger Irwin
Colleague at Lpl Financial
Carlsbad, California, United States, United States
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SB
Steven Bellina
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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Amanda Thomas education
Masters Of Science In Management
Bachelor Of Applied Science - Basc, Psychology / Sociology
Frequently asked questions about Amanda Thomas
Quick answers generated from the profile data available on this page.
What company does Amanda Thomas work for?
Amanda Thomas works for LPL Financial.
What is Amanda Thomas's role at LPL Financial?
Amanda Thomas is listed as Customer Success Manager at LPL Financial.
Where is Amanda Thomas based?
Amanda Thomas is based in Charlotte Metro, United States, United States while working with LPL Financial.
What companies has Amanda Thomas worked for?
Amanda Thomas has worked for Lpl Financial, Avidxchange, Inc., Shadow 1 Contracting, Think Kingdom Church, and Tiaa.
Who are Amanda Thomas's colleagues at LPL Financial?
Amanda Thomas's colleagues at LPL Financial include Vanaja Kintada, Ryan Popat, Nick Dial, Fernando Nuñez-Martinez, and Christopher Weaver.
How can I contact Amanda Thomas?
You can use AeroLeads to view verified contact signals for Amanda Thomas at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Amanda Thomas attend?
Amanda Thomas holds Masters Of Science In Management from Unc Charlotte Belk College Of Business.
What skills is Amanda Thomas known for?
Amanda Thomas is listed with skills including Communication, Administrative Assistance, Healthcare, Leadership, Office Administration, Teamwork, Collaborative Problem Solving, and Time Management.
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