Sign In
Get Clay Free →

Suggestions

    Amanda Kerley

    Head Of Human Resources Strategy and Culture at Dynasty Financial Partners

    Professional Background

    Amanda Kerley has built a remarkable career in human resources and wealth management, showcasing her talent for strategic planning and organizational culture. As the current Head of Human Resources Strategy and Culture at Dynasty Financial Partners, she has been instrumental in shaping the firm's overall people strategy, focusing on talent development and employee engagement.

    Before taking on her current role, Amanda served as the Chief Experience Officer at Dynasty Financial Partners. In this capacity, she played a vital role in enhancing service delivery and customer experience by aligning team capabilities with client needs. Her strong background in wealth management and human resources, accumulated through several positions within the same organization, contributes to her extensive understanding of the industry's nuances and challenges.

    Amanda's journey with Dynasty Financial Partners began when she held the title of Director of Human Resources. Her initiatives during this period included developing comprehensive training programs designed to improve the skills and competencies of the workforce. This dedication to human capital development was recognized and led to subsequent promotions within the company.

    Prior to her impactful tenure at Dynasty Financial Partners, Amanda gained significant experience as the Senior Vice President of Wealth Management, where she directed various teams in providing tailored financial solutions to clients. This position honed her leadership abilities and deepened her expertise in wealth management strategies. Following this role, Amanda served as Vice President of Wealth Management, further solidifying her status as a knowledgeable industry leader.

    Earlier in her career, Amanda demonstrated her capabilities as the Assistant Vice President at U.S. Trust, Bank of America Private Wealth Management. This role marked a critical foundation for her understanding of private banking and client relationship management, enabling her to build a solid skill set that she would later leverage in senior leadership roles.

    Education and Achievements

    Amanda Kerley's academic journey took place at the prestigious Columbia University in the City of New York, where she studied a curriculum that fostered critical thinking and leadership skills vital for her successful career in human resources and financial services. The experiences and insights gained during her time at Columbia have undoubtedly shaped her professional journey, equipping her with the knowledge and confidence to tackle the complex challenges associated with her roles.

    Throughout her career, Amanda's commitment to excellence and passion for nurturing talent have been recognized numerous times. Her leadership at Dynasty Financial Partners has not only yielded impressive business outcomes but also fostered a culture of collaboration and innovation within the organization. As she continues to influence the field of human resources and wealth management, Amanda’s dedication to enhancing employee experience remains at the forefront of her mission.

    Achievements

    • Head of Human Resources Strategy and Culture at Dynasty Financial Partners: Revolutionizing the way the company approaches human resources, focusing on strategy, culture, and employee engagement.
    • Chief Experience Officer at Dynasty Financial Partners: Successfully implementing customer experience initiatives that fortified the relationship the firm has with its clients.
    • Director of Human Resources at Dynasty Financial Partners: Spearheading significant training and development programs to elevate workforce capabilities.
    • Senior Vice President and Vice President of Wealth Management: Leading wealth management teams in creating bespoke financial strategies that cater to client needs.
    • Assistant Vice President at U.S. Trust, Bank of America: Gaining valuable insight into private banking and wealth management that fortified her abilities in subsequent roles.

    Amanda Kerley's multifaceted experience in human resources and wealth management, combined with her educational background from Columbia University, places her among the most influential professionals in her field. Her continuous dedication to improving workplace culture and customer experience reflects her genuine commitment to enhancing the financial industry as a whole.

    Related Questions

    How did Amanda Kerley transition from her roles in wealth management to leading human resources at Dynasty Financial Partners?
    What strategies does Amanda Kerley utilize to enhance employee engagement and culture within her organization?
    In what ways did Amanda Kerley's education at Columbia University influence her career trajectory in financial services?
    How has Amanda Kerley's previous experience at U.S. Trust informed her approach to wealth management at Dynasty Financial Partners?
    What are some notable initiatives Amanda Kerley has implemented during her time as Chief Experience Officer at Dynasty Financial Partners?
    Amanda Kerley
    Add to my network

    Location

    St Petersburg, Florida, United States