We use our deep industry experience to develop an overall plan for our clients to prepare for, enter, and/or expand their presence in the retail capital markets. We use our deep industry relationships to assemble the full team of internal and external product development, marketing, distribution, and operations professionals needed to execute the plan. Because of both our deep industry experience and relationships, we are able to actively manage the development and implementation of the plan in an effective way. Once our client’s entry into or expansion in the retail capital markets is assured, we can reduce our level of involvement, and our clients are positioned to manage their own long term success.
Amanda Teeple
Partner
Amanda has over 20 years of experience in the alternative investment industry. She has been involved on both the broker dealer and asset manager side of the business envisioning, planning, and implementing growth strategies for asset managers and financial services firms. Amanda’s extensive experience includes comprehensive investment and operations due diligence, expanding markets for existing products, launching new strategies and products, and working with start-ups to bring more than $3B of alternative investment products to market.
Amanda is currently building the managing broker dealer and distribution platform at Coastal One. Prior to joining Coastal One, she worked with Forum Real Estate Group, Timbrel Capital, Evolv Capital Partners, and Triad Advisors, Inc.
Amanda holds FINRA Series 7, 24 and 63 licenses and has passed Level I of the CFA exam. She earned her undergraduate degree in Computer Information Systems and International Business from Mercer University and her MBA in Business Analysis from Georgia State University.
Amanda is currently building the managing broker dealer and distribution platform at Coastal One. Prior to joining Coastal One, she worked with Forum Real Estate Group, Timbrel Capital, Evolv Capital Partners, and Triad Advisors, Inc.
Amanda holds FINRA Series 7, 24 and 63 licenses and has passed Level I of the CFA exam. She earned her undergraduate degree in Computer Information Systems and International Business from Mercer University and her MBA in Business Analysis from Georgia State University.