Amanda Lindley
Morgan Stanley Wealth Management | Lions International Volunteer
- Role
- Registered Client Service Associate at Morgan Stanley
- Location
- Long Beach, CA, US
- LinkedIn followers
- 500 followers
About Amanda Lindley
Recent graduate from California State University, Long Beach, with a double major in…
Experience
Registered Client Service Associate
Nov 2025 — Present · Long Beach, CA, US
Utilized LifeView financial planning software to conduct stress-test and what-if analyses, assessing the impact of market volatility, economic shocks, and life events on client financial plans.• Built Excel-based analytical models to analyze retirement withdrawals and calculate breakeven points, incorporating data visualizations to support decision-making.• Analyzed client financial reports and asset allocations to develop insight into portfolio construction, risk considerations, and investment recommendations.
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