Mandy Barton Email & Phone Number
Executive Assistant @ Merrill Lynch
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Mandy Barton Location
- Cornelius, NC, US
Mandy Barton Work
- 2022 -now Executive Assistant @
- 2015 -2023 Registered Senior Wealth Management Client Associate @
- 2012 -2015 Financial Advisor and Financial Services Associate @
- 2005 -2012 Senior Financial Services Specialist @
- 2005 -2012 Senior Financial Services Specialist @
- 2010 -2011 Regional Team Leader @
- 1998 -2005 CSR @ Jackson National Life
Mandy Barton Skills
- Leadership
- Wealth Management
- Financial Advisory
- Management
- Series 63
- Investments
- Finance
- Retirement
- Financial Services
- Retirement Planning
- Securities
- Financial Planning
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, The Rehmann Group and Rehmann Financial. With a robust skill set that includes Leadership, Wealth Management, Financial Advisory, Management, Series 63 and more. Mandy Barton has 2 emails and 1 mobile phone numbers on RocketReach.
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