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Cfp Amanda Harvey


Portland, Oregon, United States

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Work Experience

Uplevel Wealth

Co-Founder & Advisor

2021-04-01 00:00:00 - Present

Vista Capital Partners

Lead Advisor

2017-07-01 00:00:00 - 2021-03-01 00:00:00

Deschutes Portfolio Strategies

Operations Manager

2007-04-01 00:00:00 - 2014-05-01 00:00:00

Brandes Investment Partners

Assistant Trader

2004-04-01 00:00:00 - 2006-04-01 00:00:00

Charles Schwab

Client Service Specialist

2000-01-01 00:00:00 - 2004-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available