Experience

Passage Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Director of Operations at Passage Wealth Partners

  • Nov 2009 - Present

  Denver, Colorado, United States Passage Wealth Partners Securing Life’s Journey, One Passage at a Time. Our team helps families articulate their "vision” of the future, audit their current progress and then design a written financial plan to navigate an efficient course to that vision. We accomplish this by creating synergy among their tax efficient strategies, investments, risk management, and legacy planning. This process is ongoing with clients, from one generation to the next. Amanda is the Director of… Show more Passage Wealth Partners Securing Life’s Journey, One Passage at a Time. Our team helps families articulate their "vision” of the future, audit their current progress and then design a written financial plan to navigate an efficient course to that vision. We accomplish this by creating synergy among their tax efficient strategies, investments, risk management, and legacy planning. This process is ongoing with clients, from one generation to the next. Amanda is the Director of Operations for Passage Wealth Partners. Amanda started her career with Northwestern Mutual in 2002 and joined Passage Wealth Partners in 2009. Please contact Amanda for career and internship opportunities. Show less


Northwestern Mutual - Denver
• United States
• Financial Services
• 1 - 100 Employee
• Associate Financial Representative

  • Aug 2007 - Oct 2009

Nothwestern Mutual Financial Network - Chattanooga
• Director of Development

  • Jul 2004 - Jul 2007

Northwestern Mutual Financial Network - Pruett Financial Group
• Associate Financial Representative

  • Apr 2002 - Jul 2004