Amanda Rae Iverson is Pinnacle’s CEO. Amanda is responsible for stewarding the firm’s vision and growth, while optimizing client experience and internal operations.
Publications
- How Do Business Leaders Respond Both Managerially and Financially to Abrupt Change?
- Human Resource Topics for Closely-Held Businesses
- Cybersecurity Hot Topics for Closely-Held Businesses
- Measurement of Business Success
- Business Practice or Ethical Decision?
- Evidence- How Much is Enough?
- Developing and Executing a Corporate Mentorship Program
Areas of Specialty
- Efficiency Analysis
- Accounting and Auditing
- Human Resources
Certifications
- Certified Public Accountant (CPA) – AZ State Board of Accountancy
- Master of Business Administration (MBA)
- Professional in Human Resources (PHR) – HRCI
- Society for Human Resource Management – Certified Professional (SHRM-CP) – SHRM
- Associated Professional Member (APM) – ASPPA
Awards
Education
- Pacific University, Bachelor of Arts in Business Administration with emphasis in Accounting
- University of Wisconsin MBA Consortium – Master of Business Administration (MBA)
Community Involvement
- Greater Tucson Leadership, Board Member
- Greater Tucson Leadership, Alumnus (Class of 2014)
Professional Involvement
- President-Elect, American Society of Pension Professionals & Actuaries (ASPPA)
- ASPPA Annual Conference Planning Committee Member
- Financial Executives & Affiliates of Tucson (FEAT) – Affiliate Member
- Society for Human Resource Management – Greater Tucson (SHRM-GT) – Programming Committee Member
- Arizona Society of Certified Public Accountants (ASCPA)
Get to Know Amanda
Married to high school sweetheart. Mother of two. The Cake Decorating Queen. Grew up in the coldest state in the country. More shoes than closet space!
Industry Thought Leadership
Contact Amanda Rae Iverson
Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.