David Mann Email & Phone Number
Senior Consultant @ Highland Capital Advisors
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David Mann Location
- Seattle, WA, US
David Mann Work
- 2017 -now Senior Consultant @
- 2008 -2022 Board of Directors and Logistics Chair @ ASPPA Benefits Council of the Great Northwest
- 2012 -2017 Director, Client Relations @ ClearPoint
- 2006 -2012 Strategic Sales Director, Business Development @
- 2005 -2006 Senior Client Service Manager @
- 2003 -2005 Senior Retirement Plan Consultant @
- 2001 -2003 Benefits Consultant @ Northern Trust Retirement Consulting
- 1998 -2001 Account Manager @
- 1995 -1999 Account Manager @ ABN AMRO Asset Management
David Mann Education
- Keller Graduate School of Management of DeVry University
MBA (Finance)
1998-2000 - Loras College
BA (Marketing)
1992-1996
David Mann Skills
- Series 63
- Financial Advisory
- Client Relations
- Pensions
- Defined Contribution
- Investments
- Relationship Management
- Education
- Series 6
- 401k
- Benefits
- Compliance
- Mutual Funds
- Non Qualified Deferred Compensation
- Administration
- Defined Benefit
- Series 24
- Management
- ERISA
- Plan Design
- Retirement
- Series 7
- Securities
David Mann Summary
- David Mann, based in Seattle, WA, US, is currently a Senior Consultant at Highland Capital Advisors. David Mann brings experience from previous roles at ASPPA Benefits Council of the Great Northwest, ClearPoint, Prudential and Principal Financial Group. David Mann holds a 1998 - 2000 MBA in Finance @ Keller Graduate School of Management of DeVry University. With a robust skill set that includes Series 63, Financial Advisory, Client Relations, Pensions, Defined Contribution and more. David Mann has 1 emails and 1 mobile phone numbers on RocketReach.
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