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 @ Merrill Lynch
2015 - 2023 Registered Senior Wealth Management Client Associate @ Merrill Lynch
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2012 - 2015 Financial Advisor and Financial Services Associate @ Rehmann

2005 - 2012 Senior Financial Services Specialist @ Rehmann
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2005 - 2012 Senior Financial Services Specialist @ Rehmann
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2010 - 2011 Regional Team Leader @ Rehmann
1998 - 2005 CSR @ Jackson National Life

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Mandy Barton Skills

Leadership
Wealth Management
Financial Advisory

Management
Series 63
Investments
Finance
Retirement
Financial Services
Retirement Planning

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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.

Mandy Barton Emails

Found 2 emails

Mandy Barton Phone Numbers

Found 3 phone numbers

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