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Amani Green

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Amani Green

Vice President Onboarding & Integration | SageView Advisory Group

Aurora, Colorado, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Amani Green

Work Experience

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Vice President Onboarding & Integration at

SageView Advisory Group

August 2022 - Present

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Vice President at

Goldman Sachs Personal Financial Management

January 2021 - July 2022

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Registered Representative at

Girard Securities

February 2015 - January 2021

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Associate Vice President, Asset Transitions at

United Capital Financial Advisors, LLC

February 2015 - January 2021

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Sr Manager, New Client Experience at

Charles Schwab

February 2013 - January 2015

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Sr. Conversion Consultant at

Charles Schwab Advisor Services

May 2006 - February 2013

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Relationship Specialist at

Charles Schwab

May 2000 - May 2006

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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

mail

******@sageviewadvisory.com

Colleagues

Tara Egan Sphr

Chief Human Resources Officer

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Aif Stephen Popper Cpfa Nqpa

Member Of The Board Of Advisors

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Garrett Stinson Cpfa

Managing Director

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Brian Profancik

Senior Vice President Finance

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Randy Long

Founder & Chairman

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Robert Patton

Managing Director

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Kyla Keck

Chief Executive Officer

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Lesley Wedlock

Vice President, People Operations

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