Profiel
Ms. Amanda Magee joined Back Bay Financial Group, Inc (BBFG) in January, 2005, as office administrator and currently serves as BBFG’s customer service associate and supports our human resource efforts.
Her varied responsibilities include client support, tracking new applications, handling money transfers, account monitoring and retained client billing.
She also works on the operations side of BBFG, putting through the trades that the wealth managers place; she has streamlined the process and improved its functionality.
In 2009, Ms. Amanda Magee received her Registered Paraplanner designation from the College for Financial Planning, giving her a broad knowledge of the financial planning process, including estate planning, investments and retirement planning.
She served, for two years, as a member of the BBFG Donor Advised Fund Committee.
Prior to joining BBFG, Ms. Amanda Magee was responsible for performance reporting within Scudder mutual fund group at State Street Bank.
She also served as an office assistant at the Worcester Art Museum.
She holds a Bachelor of Arts degree in Art History from Keene State College in Keene, N.H.
Eerdere bekende functies van Mandy A. Magee
| Bedrijven | Functie | Einde |
|---|---|---|
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Corporate Officer/Principal | 28-12-2012 |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Corporate Officer/Principal | - |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
Opleiding van Mandy A. Magee
| Keene State College | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Back Bay Financial Group, Inc.
Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
