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Amanda Travale
Administrative Assistant at Ballast,
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Work Experience
Administrative Assistant
May 2015 - Present · 9 years and 8 months
Foundation Financial Group Alamo, CA
Administrative Assistant
May 2011 - Apr 2015 · 3 years and 11 months
Front Desk
Sep 2013 - Jun 2014 · 9 months
Company Details
11-50 Employees
Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families. We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together. The Ballast Experience is the continuous refinement of a personalized financial map. Together, we navigate career development, peak accumulation, financial self-sufficiency, retirement cash flow planning, and efficient wealth transfer. This evolving plan cultivates and protects your legacy. Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Year Founded
2005
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Financial Industry Supplies
HQ Location
400 E Vine St Suite 400 Lexington, Kentucky 40507, US
Keywords
Financial PlanningPersonal CFO ServicesPortfolio ManagementRetirement PlanningAsset AllocationTax ReductionsEstate PlanningCollege Savingsand Roth
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