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Laurel Mann Location
Newport Beach, CA, US
Laurel Mann Work
Partner Advisor @ (June 2020 - Present)
Wealth Manager @ (February 2016 - June 2020)
Financial Advisor @ (December 2001 - February 2016)
Financial Consultant @ (March 2000 - October 2001)
Shareholder Services @ (August 1993 - December 1999)
Auditor @ (September 1990 - October 1991)
Laurel Mann Education
University of California, Santa Barbara 1986-1990
Laurel Mann Skills
Wealth
Strategic Financial Planning
Relationship Management
Laurel Mann Summary
Laurel Mann, based in Newport Beach, CA, US, is currently a Partner Advisor at AdvicePeriod. Laurel Mann brings experience from previous roles at Purus Wealth Management, Waddell & Reed, Merrill Lynch and PIMCO. Laurel Mann holds a 1986 - 1990 University of California, Santa Barbara. With a robust skill set that includes Wealth, Strategic Financial Planning, Relationship Management and more. Laurel Mann has 2 emails and 1 mobile phone numbers on RocketReach.
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