Amanda Pennfield
Senior Financial Planner @Ernst & Young Global Consulting Services
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WORK HISTORY
Senior Financial Planner @Ernst & Young Global Consulting Services
New York, NY, US
EDUCATION
UVA McIntire School of Commerce
McIntire School of Commerce, B.S., Finance and Management
SKILLS
ABOUT AMANDA PENNFIELD
Mission: Passion & Purpose = Educate & empower people to be savvy about their finances Help people with: 1. Money habits 2. Money decisions 3. Money management skills • Finance professional with:1. Series 7 2. Series 63 3. Series 66 4. Insurance License - Life, Accident & Health • 10 + years in finance including at:1. JP Morgan2. Wells Fargo3. Raymond James 4. Morgan Stanley • At Morgan Stanley I did over 400 financial plans for clients and potential clients Strengths:1. Problem solving 2. Communication 3. Financially savvy4. Research & analysis 5. Relationship building6. Technologically savvy7. Estate planning savvy
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