Mitchell Dunn Email & Phone Number

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.