Laurel Mann Email & Phone Number

Partner Advisor @ AdvicePeriod

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Laurel Mann Location

Newport Beach, CA, US

Laurel Mann Work

2020 - now Partner Advisor @ AdvicePeriod
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2016 - 2020 Wealth Manager @ Purus Wealth Management
2001 - 2016 Financial Advisor @ Waddell & Reed
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2000 - 2001 Financial Consultant @ Merrill Lynch
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1993 - 1999 Shareholder Services @ PIMCO
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1990 - 1991 Auditor @ Deloitte
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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.

Laurel Mann Emails

Found 2 emails

Laurel Mann Phone Numbers

Found 1 phone numbers

949375XXXX

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