As Director of Operations for Jose Segura, I manage the day-to-day functions that keep us running efficiently, ensuring a streamlined experience for both our team and the clients we serve. My focus is on building strong processes, maintaining operational precision, and supporting an environment where our advisors can concentrate fully on delivering exceptional guidance.
I take pride in creating a client experience where individuals feel informed, supported, and genuinely understood throughout every stage of their financial journey. By coordinating the details behind the scenes, I help ensure that comprehensive financial planning feels clear, seamless, and accessible.
Outside the office, I enjoy reading, spending time with my husband, family, and pets, & cheering for my favorite team- the New York Yankees!
Amanda is licensed in New York State for Life, Accident, and Health insurance.