Amanda Klein, Office Manager and Executive Assistant at Lyons Wealth Management

Amanda Klein

Office Manager and Executive Assistant at Lyons Wealth Management | Orlando, Florida, United States

Profile last verified August 2026
Investment Management Verified Profile Orlando, Florida, United States University of Central Florida
Verified

Personal Email

***@yahoo.com

Personal • High Confidence

Phone Number

407*****

United States • Mobile

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Amanda Klein Socials
Amanda Klein Work Experience

Office Manager and Executive Assistant at Lyons Wealth Management in November 2021 - April 2024

Health Insurance Agent at USHEALTH Advisors in December 2019 - May 2022

Bartender/Trainer at La Cima Restaurants, LLC in January 2016 - June 2020

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Intern under the Assistant Director of the Transplant Institute at Florida Hospital(Advent Health) at AdventHealth in August 2017 - May 2018

Amanda Klein Education

University of Central Florida, Bachelor of Arts - BA

Amanda Klein Skills
Office Operations Executive Administrative Assistance Customer Relationship Management (CRM) HR Management Human Resources (HR) Billing Process Invoicing Expense Management Property Management Event Planning Coordinate Meetings Scheduling Executive Calendar Management Agenda Development Itineraries Document Management Program Management Metrics Analysis Data Analysis Key Performance Indicators Ad Hoc Reporting Supply Ordering Inventory Control Handle Confidential Information U.S. Health Insurance Portability and Accountability Act (HIPAA) Regulatory Compliance Customer Service Management Team Leadership Stakeholder Engagement Relationship Building Cross-functional Coordination Analytical Skills Exceeding Targets Organization Skills Attention to Detail Skilled Multi-tasker Creative Problem Solving CRM Databases Salesforce Training MailChimp Management Information Systems (MIS) Cloud Applications Microsoft Office
About Amanda Klein’s Current Company
Lyons Wealth Management

Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial goals. We value our fiduciary responsibility and by incorporating a financial planning based approach to advice and guidance we can execute investment strategies specifically suited to our clients' goals and future. Our team brings over 90 years of experience to our clients needs and, in that time, we have personally witnessed not only what works , but more importantly, what doesn't. Our mission is to create investment solutions that help our clients meet their long-term goals. We take great pride in complementing our investment programs with quality service and support. Conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. We seek innovative, forward-thinking investment strategies that address the needs of the evolving investment landscape. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions.

Discover more about Lyons Wealth Management
Amanda Klein’s Colleagues
Austin Jack

Austin Jack

Winter Park, Florida, United States

Portfolio Analyst at LWM

Portfolio Analyst at Lyons Wealth Management
(January 2023 – Present)

Addison Neathery

Addison Neathery

Largo, Florida, United States

Executive Assistant

CBRN Specialist at US Army
(March 2015 – Present)

Kyle Bullock

Kyle Bullock

Winter Park, Florida, United States

MBA Candidate at the Crummer School of Business

Intern at Lyons Wealth Management
(June 2022 – Present)

LB

Lachlan Bill

Winter Park, Florida, United States

University of Virginia

Financial Investment Consultant at TAMID Group at UVA
(September 2022 – Present)

BL

Bobby Lyons

Olde West Chester, Ohio, United States

Providing wealth management services through Lyons Wealth Management

President at Lyons Wealth Management
(May 2015 – Present)

Ryan Sgroi

Ryan Sgroi

Orlando, Florida, United States

Sales & Marketing Specialist at Lyons Wealth Management

Sales And Marketing Specialist at Lyons Wealth Management
(Mar 2025 – Present)

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Frequently asked questions about Amanda Klein

What is Amanda Klein email address?

Email Amanda Klein at [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Amanda Klein's email found in 2026.

What is Amanda Klein phone number?

Amanda Klein phone number is 4078026417, 5857687286, 4077324607 and 2153019453.

How to contact Amanda Klein?

To contact Amanda Klein send an email to [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected] or [email protected]. If you want to call Amanda Klein try calling on 4078026417, 5857687286, 4077324607 and 2153019453.

What company does Amanda Klein work for?

Amanda Klein works for Lyons Wealth Management.

What is Amanda Klein's role at Lyons Wealth Management?

Amanda Klein is Office Manager and Executive Assistant

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