Amanda Dilworth returned to Waverly Advisors in November 2022, joining the Integration team as Data Migration Specialist. She was previously with the firm from 2010-2021, serving in Retirement Plan Administration.
As an Integration team’s Data Migration Specialist, Amanda is responsible for the architectural design, development, and data migration from acquired firms’ systems into Waverly systems. Amanda also leads projects firm-wide, addressing the various aspects of migrating data from legacy custodians, portfolio accounting, and CRM systems to current systems. She is also our firm’s subject matter expert in DocuSign.
Amanda and her husband reside in Richardson, Texas with their two dogs Nibbler and Elle Wood. In their free time they enjoy local breweries and league bowling.