Amanda Joan Kesler

Current Employers

Employment History

• 09/2004 → 10/2022
  Sei Investments
  Oaks, PA
• 11/2022 → 07/2023
  Voluntary Separation Package From Sei
  Malvern, PA
• 07/2023 → Present
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA
• 07/2023 → Present
  M Holdings Securities, Inc.
  Bethlehem, PA
• 07/2023 → Present
  Cornerstone Benefits, Inc.
  Bethlehem, PA
• 07/2023 → Present
  Cornerstone Institutional Investors, Llc
  Bethlehem, PA

Other Businesses

1. M Holdings Securities, Inc.; Investment-Related; Bethlehem, PA; Broker Dealer; Registered Representative; 7/2023; 5% of time; 5% of time during securities trading hours; Duties include managing client relationships. 2. Cornerstone Institutional Investors, LLC; Investment-Related; Bethlehem, PA; Insurance Agency; Senior Consultant; 7/2023; 5% of time; 5% of time during securities trading hours; Duties include managing client relationships. 3. Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC. 4. Cornerstone Advisors Asset Management, LLC; Investment-Related; Bethlehem, PA; Investment Advisor; Senior Consultant; 7/2023; 90% of time; 90% of time during securities trading hours; Duties include managing client relationships. 5. People's Light; 39 Conestoga Road, Malvern, PA 19355; Not investment related; Trustee; Attend board meetings, plays, serve on executive committee, and finance committee. For finance commitee, review budget , projections, and performance; 1/1/2021; 10 ho/mo; 0 ho/mo during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-08

Designations

Other Names

• Amanda Kesler Schalich
• Amanda Kesler