Mandy Haack Email & Phone Number
Director, Consumer Investment Market Leader @ Bank of America
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Mandy Haack Location
- San Diego, CA, US
Mandy Haack Work
- Director, Consumer Investment Market Leader @ (February 2024 - Present)
- VP Market Leader, Consumer Banking and Investments @ (October 2021 - February 2024)
- AVP Financial Solutions Advisor @ (March 2016 - October 2021)
- Senior Investment Specialist @ (August 2013 - March 2016)
- Investment Specialist @ (June 2009 - August 2013)
- Investment Intern @ (August 2008 - May 2009)
Mandy Haack Education
- California State University-Long Beach - College of Business Administration
Bachelor of Science (B.S.) (Finance and Financial Management Services)
2005-2009 - Poway High
High School Diploma
2001-2005
Mandy Haack Skills
- Emotional Intelligence
- Team Building
- Career Development
- Team Leadership
- Cross-functional Team Leadership
- Leadership Development
- Driving Results
- Performance Management
- Retirement Planning
- Investments
- Investment Strategies
- Asset Allocation
- Retirement
- Strategic Financial Planning
- Wealth Management
- Relationship Management
- Annuity Sales
- Mutual Funds
- Investment Advisory
- Securities
- Financial Planning
- Financial Advisory
- 401k
- Wealth Management Services
- Portfolio Assessment
- Portfolio Performance Analysis
- Uniform Combined State Law
- Variable Annuities
- Portfolio Performance
- Uniform Combined State
- Strategic Financial
Mandy Haack Summary
- Mandy Haack, based in San Diego, CA, US, is currently a Director, Consumer Investment Market Leader at Bank of America. Mandy Haack brings experience from previous roles at Bank of America and Tax & Financial Group. Mandy Haack holds a 2005 - 2009 Bachelor of Science (B.S.) in Finance and Financial Management Services @ California State University-Long Beach - College of Business Administration. With a robust skill set that includes Emotional Intelligence, Team Building, Career Development, Team Leadership, Cross-functional Team Leadership and more. Mandy Haack has 2 emails and 2 mobile phone numbers on RocketReach.
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