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Mandy Baune Location
Saint Paul, MN, US
Mandy Baune Work
Co-Founder and Director of Advanced Financial Planning @ (January 2023 - Present)
Assoc. Wealth Mgmt Advisor @ (January 1998 - March 2023)
Marketing Consultant @ (April 2007 - March 2011)
Mandy Baune Education
University of St. Thomas
MBA (Finance)
1997-1999
North Dakota State University
BS (Human Development and Education)
1993-1996
Mandy Baune Skills
Series 7
Strategic Financial Planning
Investment Strategies
Retirement Planning
Retirement
Mutual Funds
Wealth Management
Life Insurance
Investments
Asset Allocation
Long-term Care
Financial Services
IRAs
Long Term Care
Mandy Baune Summary
Mandy Baune, based in Saint Paul, MN, US, is currently a Co-Founder and Director of Advanced Financial Planning at Bield Wealth Management. Mandy Baune brings experience from previous roles at Northwestern Mutual and Northwestern Mutual Financial Network. Mandy Baune holds a 1997 - 1999 MBA in Finance @ University of St. Thomas. With a robust skill set that includes Series 7, Strategic Financial Planning, Investment Strategies, Retirement Planning, Retirement and more. Mandy Baune has 2 emails and 2 mobile phone numbers on RocketReach.
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