Amanda Thomas
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Amanda Thomas Email & Phone Number

Customer Success Manager at LPL Financial
Location: Charlotte Metro, United States, United States 9 work roles 2 schools
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Current company
Role
Customer Success Manager
Location
Charlotte Metro, United States, United States
Company size

Who is Amanda Thomas? Overview

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Quick answer

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.

Company email context

Email format at LPL Financial

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LPL Financial

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Profile bio

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.

Current workplace

Amanda Thomas's current company

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LPL Financial
Lpl Financial
Customer Success Manager
Charlotte, NC, US
Website
Employees
14027
AeroLeads page
9 roles

Amanda Thomas work experience

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

Customer Experience Specialist

Current

Charlotte, NC, US

Utilized 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.

Apr 2024 - Present

Business Development Project Coordinator

Shadow 1 Contracting

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.

Apr 2023 - Sep 2023

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.

Oct 2021 - Sep 2023

Client Relationship Manager

New York, NY, US

-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.

Sep 2019 - Oct 2022

Certified Medical Assistant

Durham, North Carolina, US

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.

Apr 2017 - Nov 2020

Certified Medical Assistant

Charlotte, NC, US

Aug 2016 - Feb 2017

Customer Service Representative

Irving, TX, US

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.

Jul 2015 - Sep 2016

Crew Trainer

Chicago, Illinois, US

Responsible for training 3-5 incoming crew members and monitoring performance while also maintaining daily duties including, order taking, upselling, food preparation, and cleaning.

Jul 2012 - Aug 2015
Team & coworkers

Colleagues at LPL Financial

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2 education records

Amanda Thomas education

Masters Of Science In Management

Unc Charlotte Belk College Of Business

Bachelor Of Applied Science - Basc, Psychology / Sociology

University Of North Carolina At Charlotte
FAQ

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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