Mandy Barton Email & Phone Number
Executive Assistant @ Merrill Lynch
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Mandy Barton Location
- Cornelius, NC, US
Mandy Barton Work
- Executive Assistant @ (October 2022 - Present)
- Registered Senior Wealth Management Client Associate @ (August 2015 - March 2023)
- Financial Advisor and Financial Services Associate @ (February 2012 - July 2015)
- Senior Financial Services Specialist @ (November 2005 - February 2012)
- Senior Financial Services Specialist @ (November 2005 - February 2012)
- Regional Team Leader @ (August 2010 - June 2011)
- CSR @ Jackson National Life (September 1998 - November 2005)
Mandy Barton Skills
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Investments
- Leadership
- Management
- Retirement
- Retirement Planning
- Securities
- Series 63
- Wealth Management
Mandy Barton Summary
- Mandy Barton, based in Cornelius, NC, US, is currently a Executive Assistant at Merrill Lynch. Mandy Barton brings experience from previous roles at Merrill Lynch and The Rehmann Group. With a robust skill set that includes Finance, Financial Advisory, Financial Planning, Financial Services, Investments and more. Mandy Barton has 2 emails and 1 mobile phone numbers on RocketReach.
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