Mitchell Dunn Email & Phone Number
Co-Founder | Managing Partner @ Osprey Capital Partners
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Mitchell Dunn Location
- Laguna Niguel, CA, US
Mitchell Dunn Work
- Co-Founder | Managing Partner @ (April 2025 - Present)
- Financial Advisor, Vice President @ (July 2021 - April 2025)
- Financial Advisor @ (June 2018 - July 2021)
- Internal Wholesaler @ SC Distributors (June 2017 - June 2018)
- Financial Advisor @ (November 2016 - May 2017)
Mitchell Dunn Education
- UC Irvine
Personal Financial Planning
2018-2019 - University of Colorado, Boulder
Bachelor's Degree
2012-2016
Mitchell Dunn Skills
- Financial Advisory Services
- Goals Based Analysis for Wealth Management
- Business Succession Planning
- Income Strategy During Retirement Years
- Estate Planning Strategies and Wealth Transfer
- Estate Planning Services
- Family Wealth Management Strategies
- Customized Investment Strategies
Mitchell Dunn Summary
- Mitchell Dunn, based in Laguna Niguel, CA, US, is currently a Co-Founder | Managing Partner at Osprey Capital Partners. Mitchell Dunn brings experience from previous roles at Merrill Lynch Wealth Management, Morgan Stanley, SC Distributors and Edward Jones. Mitchell Dunn holds a 2018 - 2019 Personal Financial Planning @ UC Irvine. With a robust skill set that includes Financial Advisory Services, Goals Based Analysis for Wealth Management, Business Succession Planning, Income Strategy During Retirement Years, Estate Planning Strategies and Wealth Transfer and more.
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