Mindy Tankel Email & Phone Number
Director, Wealth Management @ Aspiriant
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Mindy Tankel Location
- Los Angeles, CA, US
Mindy Tankel Work
- Director, Wealth Management @ (February 2021 - Present)
- Partner @ (May 2020 - Present)
- Manager - Wealth Management @ (July 2018 - February 2021)
- Senior Associate @ (October 2017 - July 2018)
- Senior Advisor Representative @ (July 2013 - October 2017)
- Independent Consultant @ Mindy Tankel CFP® (October 2008 - July 2013)
- Director, Portfolio Management @ (October 2000 - February 2008)
- Analyst @ KLS Professional Advisors, LLC (March 1997 - September 2000)
- Client Service Associate @ (October 1994 - March 1997)
- Portfolio Administrator @ Goldman Sachs Asset Management (August 1993 - October 1994)
- Fund Accounting Supervisor @ (March 1991 - August 1993)
Mindy Tankel Education
- Tufts University
B.A.
1986-1990
Mindy Tankel Skills
- Investment Advisory
- Portfolio Management
- Investment Management
- Financial Advisory
- Wealth Management
- Asset Allocation
- ETFs
- Investment Strategies
- Estate Planning
- Retirement
- Financial Planning
- Financial Planners
- Relationship Management
- Strategic Financial Planning
- CA Insurance license #0G13005
Mindy Tankel Summary
- Mindy Tankel, based in Los Angeles, CA, US, is currently a Director, Wealth Management at Aspiriant. Mindy Tankel brings experience from previous roles at Aspiriant and Greenberg | Graham Advisors LLC. Mindy Tankel holds a 1986 - 1990 B.A. @ Tufts University. With a robust skill set that includes Investment Advisory, Portfolio Management, Investment Management, Financial Advisory, Wealth Management and more. Mindy Tankel has 2 emails and 1 mobile phone numbers on RocketReach.
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