As a Para-planner, Amanda leads our efforts with portfolio accounting, performance monitoring, and financial analytics for special projects. She is also the assistant compliance officer and assists with the financial planning process for our clients, and she recently achieved the designation of Registered Social Security Analyst with the National Association of Registered Social Security Analysts.
She graduated from Alfred State College – SUNY College of Technology with a B.S. in Business Administration with a major in Financial Services. She was in the National Honor Society and a member of Phi Theta Kappa (International Honor Society). Amanda worked for Nancy A. Socha & Associates before relocating to South Carolina and joining the Global View Team in 2008. She earned her Enrolled Agent Designation in November 2016.
Amanda enjoys nature and traveling. She volunteers with the Girl Scouts of the Mountains and Midlands. Amanda has a son Daegan and daughter Aires and they reside in Travelers Rest.