Mandy Magee Email & Phone Number
Principal, Operations Manager @ Beacon Pointe
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Mandy Magee Location
- Wakefield, MA, US
Mandy Magee Work
- 2026 -now Principal, Operations Manager @
- 2012 -2026 Client Service Specialist @
- 2012 -2016 Client Service Specialist @ Resolute Financial
- 2011 -2012 Client Service Associate @
- 2007 -2010 Client Service Associate @ Back Bay Financial Group
- 2005 -2007 Office Administrator @ Back Bay Financial Group
- 2003 -2004 Fund Reporting Specialist @
- 2002 -2002 Intern @
Mandy Magee Education
- Keene State College
Bachelor of Arts (Art History)
1998-2002
Mandy Magee Skills
- Strategic Financial Planning
- Client Services
- Management
- Microsoft Excel
- Asset Allocation
- Portfolio Management
- Investment Management
- Customer Service
- Estate Planning
- Retirement
- Wealth Management
- Asset Management
- Investment Advisory
- Financial Advisory
- Investments
- Financial Analysis
Mandy Magee Summary
- Mandy Magee, based in Wakefield, MA, US, is currently a Principal, Operations Manager at Beacon Pointe. Mandy Magee brings experience from previous roles at Financially in Tune, Resolute Financial, Modera Wealth Management and Back Bay Financial Group. Mandy Magee holds a 1998 - 2002 Bachelor of Arts in Art History @ Keene State College. With a robust skill set that includes Strategic Financial Planning, Client Services, Management, Microsoft Excel, Asset Allocation and more. Mandy Magee has 1 emails and 1 mobile phone numbers on RocketReach.
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