Mindy McLaughlin Email & Phone Number
Director and Senior Wealth Advisor @ Mariner Wealth Advisors
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Mindy McLaughlin Location
- Cincinnati, OH, US
Mindy McLaughlin Work
- 2015 -now Director and Senior Wealth Advisor @
- 2005 -2015 Senior Vice President and Senior Portfolio Manager, The Private Client Reserve at U.S. Bank @
- 1997 -2003 Business Development Manager @
- 1987 -1997 Private Banking Manager @
Mindy McLaughlin Education
- University of Cincinnati
Master of Business Administration (MBA)
1989-1991 - Miami University
Bachelor of Science (BS) (Finance and Economics)
1983-1987 - College for Financial Planning
(CFP® Professional Education Program)
Mindy McLaughlin Skills
- Portfolio Management
- Asset Allocation
- Wealth Management
- Financial Planning
- Strategic Financial Planning
- Commercial Lending
- Investments
- High Net Worth Individuals
- Management
- Financial Services
- Private Banking
- Wealth Management Services
- Small Business Lending
- Treasury Management
- Personal Financial Planning
- Certified Financial Planner
- Business Development
- Estate Planning
- Bonds
- Investment Management
- Project Management
Mindy McLaughlin Summary
- Mindy McLaughlin, based in Cincinnati, OH, US, is currently a Director and Senior Wealth Advisor at Mariner Wealth Advisors. Mindy McLaughlin brings experience from previous roles at U.S. Bank, Johnson Investment Counsel and Fifth Third Bank. Mindy McLaughlin holds a 1989 - 1991 Master of Business Administration (MBA) @ University of Cincinnati. With a robust skill set that includes Portfolio Management, Asset Allocation, Wealth Management, Financial Planning, Strategic Financial Planning and more. Mindy McLaughlin has 3 emails on RocketReach.
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