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

2025 - now Co-Founder | Managing Partner @ Osprey Capital Partners
2021 - 2025 Financial Advisor, Vice President @ Merrill Lynch
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2018 - 2021 Financial Advisor @ Morgan Stanley
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2017 - 2018 Internal Wholesaler @ SC Distributors
2016 - 2017 Financial Advisor @ Edward Jones
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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

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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.

Mitchell Dunn Phone Numbers

Found 1 phone numbers

562901XXXX

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Mitchell Dunn

Co-Founder | Managing Partner at Osprey Capital Partners

Laguna Niguel, CA, US
1
- 562901XXXX
Mitchell Dunn

Investments Manager (Associate) at Extra Space Storage

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Mitchell Dunn

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Shepparton, VIC, AU
2
- unimelb.edu.au
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Top Osprey Capital Partners Employees

Mitchell Dunn

Co-Founder | Managing Partner at Osprey Capital Partners

Laguna Niguel, CA, US
1
- 562901XXXX

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