Team

Investment Associate

Amanda Oakeley

Operations Team

 

 

 

 

 

 

 

 

 

Home ▶  ▶ Amanda Oakeley

Investment Associate

Amanda Oakeley

Operations Team

As an Investment Associate, I partner with our compliance, portfolio management, trading, and service teams on a range of client-focused tasks. In the morning, I may work on trade settlement, and by the afternoon I can be managing proxy voting and reconciliation projects.

Success means that other leaders don’t have to worry about day-to-day operations and can focus on the more nuanced areas of asset management.

Cooking is my creative outlet. Part of the art is ditching recipes and making things up as I go. I learned this from my dad. He is a chef and can whip up world-class pasta when I all I see is an empty refrigerator. My mom is an exceptional baker too – one of them needs to open a restaurant!

If I had access to a giant billboard off I-5, I would print “You’re Doing Awesome.” Life can be hard, and positive affirmation makes all the difference.

 

 

 

 

 

 

 

“We’re humble enough to admit mistakes, but we are also careful to learn from them. This makes us a bit better every day.”

education

Master of Accountancy
Gonzaga University

BA in Business Administration with an emphasis in Accounting
University of Washington