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EDUCATION

  • Purdue University

PERSONAL INTERESTS

  • Bike Riding
  • Edwardo’s Pizza
  • Binge watching Law & Order

Amanda D. Hale

Director of Client Service

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Amanda is responsible for handling the client onboarding process, service requests and daily support for clients and the executive team. In addition to supporting the current advisory team, a significant part of her role is to provide transition consulting to onboarding advisors joining the Lake Street Alliance. After learning about the advisor’s practice through a comprehensive book review, she coordinates with the custodial partner to map out each detail of the transition. Her diligent approach has allowed advisors a safe and successful transition to independence.

Amanda also assumes the duties as an office manager and is the main point of contact between Lake Street and their outside vendors. She ensures the company policies and standards are retained by the entire team.

In her free time, she likes to stay active with her dog Marlo, travel anywhere warm and tagging people in Instagram memes.

Back To Team

Amanda D. Hale

Director of Client Service

LinkedIn ProfileEmail

Amanda is responsible for handling the client onboarding process, service requests and daily support for clients and the executive team. In addition to supporting the current advisory team, a significant part of her role is to provide transition consulting to onboarding advisors joining the Lake Street Alliance. After learning about the advisor’s practice through a comprehensive book review, she coordinates with the custodial partner to map out each detail of the transition. Her diligent approach has allowed advisors a safe and successful transition to independence.

Amanda also assumes the duties as an office manager and is the main point of contact between Lake Street and their outside vendors. She ensures the company policies and standards are retained by the entire team.

In her free time, she likes to stay active with her dog Marlo, travel anywhere warm and tagging people in Instagram memes.

EDUCATION

  • Purdue University

PERSONAL INTERESTS

  • Bike Riding
  • Edwardo’s Pizza
  • Binge watching Law & Order

Back To Team

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Advisory services are offered through Lake Street Financial, LLC (“Lake Street”), an SEC Registered Investment Adviser.

Securities offered through Purshe Kaplan Sterling Investments, member FINRA / SIPC, headquartered at 80 State St, Albany, NY 12207. Purshe Kaplan Sterling Investments and Lake Street are not affiliated companies.

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