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Amani Green
Amani Green
Vice President Onboarding & Integration | SageView Advisory Group
Aurora, Colorado, United States
Amani Green
Summary
Amani Green is a seasoned financial services professional specializing in wealth management and advisor transitions. With a robust background in managing smooth transitions for financial advisors, Amani has demonstrated expertise in operational efficiency and client retention strategies. As a Vice President at Sageview Advisory, Amani leads comprehensive pre-transition planning and collaborates with various teams to ensure seamless transitions. Previously, Amani held leadership roles at prestigious firms such as Goldman Sachs and United Capital, where they significantly enhanced advisor satisfaction and operational processes. Amani's commitment to exceptional service and strong relationship-building skills has been instrumental in fostering successful outcomes for clients and advisors alike. With a Bachelor's degree in Business Management, Amani combines academic knowledge with practical experience to navigate the complexities of the financial landscape.
Amani Green
Work Experience
Vice President Onboarding & Integration at
SageView Advisory Group
August 2022 - Present
Vice President at
Goldman Sachs Personal Financial Management
January 2021 - July 2022
Registered Representative at
Girard Securities
February 2015 - January 2021
Associate Vice President, Asset Transitions at
United Capital Financial Advisors, LLC
February 2015 - January 2021
Sr Manager, New Client Experience at
Charles Schwab
February 2013 - January 2015
Sr. Conversion Consultant at
Charles Schwab Advisor Services
May 2006 - February 2013
Relationship Specialist at
Charles Schwab
May 2000 - May 2006
Amani Green
Education
Rasmussen University, Bachelor's Degree
January 2019 - January 2020
Frequently Asked Questions about Amani Green
What is Amani Green email address?
Amani Green's primary email address is ******@sageviewadvisory.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Amani Green work for?
Amani Green is a Vice President Onboarding & Integration at SageView Advisory Group, a company specializing in Functions related to depository banking.
Where Amani Green graduated from?
Amani Green holds a degree in Business Management from Rasmussen University.
How can I directly contact Amani Green?
To contact Amani Green directly, you can use the email address ******@sageviewadvisory.com. Complete contact information is available upon registration with Muraena.
Who is Amani Green?
Amani Green is a seasoned financial services professional specializing in wealth management and advisor transitions. With a robust background in managing smooth transitions for financial advisors, Amani has demonstrated expertise in operational efficiency and client retention strategies. As a Vice President at Sageview Advisory, Amani leads comprehensive pre-transition planning and collaborates with various teams to ensure seamless transitions. Previously, Amani held leadership roles at prestigious firms such as Goldman Sachs and United Capital, where they significantly enhanced advisor satisfaction and operational processes. Amani's commitment to exceptional service and strong relationship-building skills has been instrumental in fostering successful outcomes for clients and advisors alike. With a Bachelor's degree in Business Management, Amani combines academic knowledge with practical experience to navigate the complexities of the financial landscape.
Amani`s contact details
******@sageviewadvisory.com
Colleagues
Chief Human Resources Officer
Member Of The Board Of Advisors
Managing Director
Senior Vice President Finance
Founder & Chairman
Managing Director
Chief Executive Officer
Vice President, People Operations