Amanda Yoho
Chief Executive Officer, Proformex
Amanda Yoho is listed as Chief Executive Officer, Proformex. Amanda spoke at Protectors Vegas 2026 in November 2026 (speaker, “AI-Advisor Workflows”). Speaks mainly on Track 2.
Compiled from published conference agendas; not yet confirmed by Amanda. Is this you? Claim this profile.
- Topics: Track 2
About
Dr. Amanda Yoho is CEO and President of Proformex, the world's leading platform for post-sale annuity and life insurance portfolio management. Wirehouses, broker-dealers, IMOs and BGAs, and RIA firms rely on Proformex to lower risk, grow sales, and deepen client relationships. Amanda joined as CTO and built the data and product infrastructure that still powers the platform today. Prior to Proformex, she spent four-plus years at IBM's Watson Health. She holds a Ph.D. in Physics from Case Western Reserve University, so she's earned the right to make complicated things make sense. When not leading Proformex, Amanda is a co-founder of Crooked River Circus, Cleveland's largest aerial arts community, where she performs and teaches beginner workshops several feet off the ground.
Sessions at 1 conference
Protectors Vegas 2026 9 November 2026 – 11 November 2026
- AI-Advisor Workflows Speaker · 11 November 2026
Spoke alongside
People who have shared a session with Amanda at events on B2DB.
- Ashley Longabaugh Director | Head of Wealth Management · Celent 1 shared session
- Ben Fujihara Business Development Director · Integrity Wealth 1 shared session
- Dan Jennings Investment Finance Analyst · Church Commissioners for England 1 shared session
- Susan Madigan Chief Customer Officer · WealthStream 1 shared session