Laurel Mann Location
- Newport Beach, CA, US
Laurel Mann Work
- 2020 - now Partner Advisor @
- 2016 - 2020 Wealth Manager @
- 2001 - 2016 Financial Advisor @
- 2000 - 2001 Financial Consultant @
- 1993 - 1999 Shareholder Services @
- 1990 - 1991 Auditor @
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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