Amanda DiGuiseppeClient Service Associate
As a Client Service Associate at Procyon Partners, Amanda works with ultra-high-net-worth clients and strives to give them the ultimate client experience. She plays an active role in preparing reports, tracking and maintaining client accounts, and operating data aggregation software. Amanda takes great pride in building a strong rapport with clients to ensure they have a successful investment management and financial planning experience.
Amanda started her career in wealth management at Merrill Lynch, where she held a hybrid role working on the Office Management Team, providing operational support to the firm while directly supporting a team of advisors. Recognizing her talent and dedication, Amanda seamlessly transitioned alongside her advisor team to Baker Tilly Wealth Management, where she played a pivotal role in onboarding new clients and providing ongoing support through the transition process. At Baker Tilly, she also played an active role in establishing team workflow and putting processes in place to track team metrics, which helped enhance a rapidly growing team.
Outside of work, Amanda enjoys golfing and traveling anywhere near a beach. She loves spending time with her family and cooking Portuguese food. She lives in Trumbull, Connecticut, with her husband and husky Ellie.