Amani Green

Amani Green is Vice President of Onboarding and Integration at SageView, managing the transition of newly acquired firms to SageView. This includes partnering with SageView departments to onboard staffing and with custodians to transfer assets.  She oversees SageView’s integration process to ensure a smooth and swift transition with minimal service interruption.

Amani has worked in integration and client transitions for over 15 years, including at Charles Schwab, and United Capital Financial Advisers before its acquisition by Goldman Sachs. Most recently, she worked in the Chief Operating Office at Goldman Sachs Personal Financial Management.