Mandisa Trader Email & Phone Number

Client Services @ Heritage Wealth Advisors

5 free lookup(s).
No credit card required.

Mandisa Trader Location

Florida, United States

Mandisa Trader Work

2025 - now Client Services @ Heritage Wealth Advisors
2024 - 2025 Client Services Manager @ Thais D. Piotrowski & Associates
2022 - 2024 Account Manager - VP @ Citi
View Department

2016 - 2022 Resolution Manager - Elite Advisory Services @ Financial Services Company
2015 - 2016 Service Solutions Manager - Platinum Partners @ Financial Services Company
2015 - 2015 Manager - Service Operations @ Financial Services Company
2010 - 2015 Operations Manager and Principal @ JHS Capital Advisors, LLC
2002 - 2011 Department Manager - Operations @ GunnAllen Financial
1998 - 2002 Trader @ Morgan Stanley
View Department

see less

Mandisa Trader Education

University of South Florida
Bachelor of Science (Business Administration and Management, General)
1996 - 1999
Florida Agricultural and Mechanical University
1992 - 1995

Mandisa Trader Skills

Global Custody
Series 7
Series 24

Series 63
Securities
Trading
Equities
Financial Services
FINRA
Options

see less

Mandisa Trader Summary

Mandisa Trader, based in Florida, United States, is currently a Client Services at Heritage Wealth Advisors. Mandisa Trader brings experience from previous roles at Thais D. Piotrowski & Associates, Citi and Ameriprise Financial Services, Inc.. Mandisa Trader holds a 1996 - 1999 Bachelor of Science in Business Administration and Management, General @ University of South Florida. With a robust skill set that includes Global Custody, Series 7, Series 24, Series 63, Securities and more. Mandisa Trader has 2 emails and 1 mobile phone numbers on RocketReach.

Mandisa Trader Emails

Found 2 emails

Mandisa Trader Phone Numbers

Found 2 phone numbers

5 free lookup(s).
No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Redirecting you to the search page.

If you're not automatically redirected, please click here

Looking for a different Mandisa Trader?

Find contact details for 700 million professionals.

Search

Others Named Mandisa Trader

Mandisa Trader

Client Services at Heritage Wealth Advisors

Florida, United States
2
- hotmail.com
- heritage-wealth.com
2
- +1 404-290-XXXX
- +1 813-352-XXXX

View Similar Profiles

Top Heritage Wealth Advisors Employees

Kara Scannell

Director, Brand and Marketing at Heritage Wealth Advisors

Mercer Island, WA, US
5
- aol.com
- gmail.com
- hotmail.com
- outlook.com
- heritage-wealth.com
5+
- +1 206-308-XXXX
- +1 206-383-XXXX
- +1 360-271-XXXX
- +1 206-236-XXXX
- +1 773-437-XXXX
- +1 206-780-XXXX
Kim Hoversten

Financial Advisor at Heritage Wealth Advisors

Medina, MN, US
1
- heritage-wealth.com
5+
- +1 612-597-XXXX
- +1 763-512-XXXX
- +1 763-639-XXXX
- +1 763-478-XXXX
- +1 952-512-XXXX
- +1 614-292-XXXX
Suzanne Kitchen

Financial Advisor at Heritage Wealth Advisors

Plymouth Meeting, PA, US
2
- heritage-wealth.com
- ampf.com
2
- +1 484-885-XXXX
- +1 610-524-XXXX
Erin Scannell

Private Wealth Advisor at Heritage Wealth Advisors

Kirkland, WA, US
2
- heritage-wealth.com
- gmail.com
4
- +1 206-359-XXXX
- +1 425-709-XXXX
- +1 425-460-XXXX
- +1 425-709-XXXX
Peter Doolittle

Investment Specialist at Heritage Wealth Advisors

Bellevue, WA, US
3
- yahoo.com
- hotmail.com
- heritage-wealth.com
1
- +1 509-475-XXXX
Mandisa Trader

Client Services at Heritage Wealth Advisors

Florida, United States
2
- hotmail.com
- heritage-wealth.com
2
- +1 404-290-XXXX
- +1 813-352-XXXX
Brett Ferguson

Private Wealth Advisor at Heritage Wealth Advisors

Bend, OR, US
2
- yahoo.com
- heritage-wealth.com
Jeremy Hoffman

Investment Manager at Heritage Wealth Advisors

Auburn, WA, US
2
- heritage-wealth.com
- gmail.com
2
- +1 360-936-XXXX
- +1 206-679-XXXX

View Similar Profiles

How It Works

Get a Free Account

Search the #1 Contact Database

Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.

Use our AI-Powered Email Finder

Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.