Mandisa Trader Email & Phone Number
Manager - Service Solutions @ Financial Services Company
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Mandisa Trader Location
- Florida, United States
Mandisa Trader Work
- 2026 -now Manager - Service Solutions @
- 2025 -2026 Client Services @
- 2024 -2025 Client Services Manager @
- 2022 -2024 Account Manager - VP @
- 2016 -2022 Resolution Manager - Elite Advisory Services @
- 2015 -2016 Service Solutions Manager - Platinum Partners @
- 2015 -2015 Manager - Service Operations @
- 2010 -2015 Operations Manager and Principal @ JHS Capital Advisors, LLC
- 2002 -2011 Department Manager - Operations @
- 1998 -2002 Trader @
Mandisa Trader Education
- University of South Florida
Bachelor of Science (Multicultural club)
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
- Alternative Investments
- AML
- Equity Trading
- Uniform Combined State Law
- Stocks
- Back Office
- Investment Advisory
- Hedging
- 401k
- Mutual Funds
- Microsoft Excel
- Derivatives
- Financial Analysis
- Brokerage
- Hedge Funds
- Trading Systems
- Investments
- Retirement Planning
- Series 6
- Financial Risk
- Risk Management
- Investment Strategies
- Investment Management
- Asset Management
- Asset Allocation
- Wealth Management
- 401(k) Retirement Savings Plans
Mandisa Trader Summary
- Mandisa Trader, based in Florida, United States, is currently a Manager - Service Solutions at Ameriprise Financial Services, LLC. Mandisa Trader brings experience from previous roles at Heritage Wealth Advisors, Thais D. Piotrowski & Associates, Citi and Ameriprise Financial Services, Inc.. Mandisa Trader holds a 1996 - 1999 Bachelor of Science in Multicultural club @ 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 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named Mandisa Trader
Mandisa Trader
Manager - Service Solutions
Florida, United States
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