Paul Mann Email & Phone Number
Portfolio Manager @ Trajan Wealth LLC
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Paul Mann Location
- Scottsdale, AZ, US
Paul Mann Work
- Portfolio Manager @ (January 2021 - Present)
- Client Development Team Manager and Seminar Presenter @ (June 2019 - July 2022)
- Wealth Advisor @ Precision Financial Services (January 2017 - January 2019)
- CEO, CCO @ Empire Wealth Management LLC (January 2010 - January 2017)
- Financial Advisor @ (January 2008 - January 2010)
- Vice President of Investments @ (January 2006 - January 2008)
- Registered Representative @ (January 2004 - January 2006)
- Stockbroker @ (January 1999 - January 2004)
Paul Mann Education
- Mesa High School (Arizona)
Paul Mann Skills
- Investments
- Strategic Financial Planning
- Mutual Funds
- Retirement
- Portfolio Management
- Investment Strategies
- Retirement Planning
- Wealth Management
- Small Business
- Management
- Fixed Annuities
- Estate Planning
- IRAs
- Investment Advisory
- Series 63
- Series 7
- 401k
- Asset Allocation
- Life Insurance
- Sales Management
- Sales Process
- Series 65
Paul Mann Summary
- Paul Mann, based in Scottsdale, AZ, US, is currently a Portfolio Manager at Trajan Wealth LLC. Paul Mann brings experience from previous roles at Trajan Wealth LLC, Precision Financial Services, Empire Wealth Management LLC and Merrill Lynch. Paul Mann holds a Mesa High School (Arizona). With a robust skill set that includes Investments, Strategic Financial Planning, Mutual Funds, Retirement, Portfolio Management and more. Paul Mann has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Trajan Wealth LLC Employees
Matthew Coffina
Senior Portfolio Manager
New York, NY, US
Diane Woolley
Chief Administrative Officer (CAO)
Scottsdale, AZ, US
Jeff Junior
Chief Executive Officer
Scottsdale, AZ, US
Amy Rhodes
Chief Marketing Officer
Phoenix, AZ, US
Darrin Hansen
Portfolio Manager
Las Vegas, NV, US
Luke Brandt
Talent Acquisition Manager
Chandler, AZ, US
Michelle Alessio
Media Director
Scottsdale, AZ, US
Udayan Mitra
Chief Investment Officer
Scottsdale, AZ, US
Steve Wastek
General Counsel and Chief Compliance Officer
Phoenix, AZ, US
Paul Mann
Portfolio Manager
Scottsdale, AZ, US
Justin Junker
Client Portfolio Manager
Scottsdale, AZ, US
Nettie Sanchez
Estate Planning Attorney
Scottsdale, AZ, US
Jeff Burch
VP of Family Office Services
Scottsdale, AZ, US
Chad Countryman
Principal Architect
Phoenix, AZ, US
Sam Gabrielson
Portfolio Manager
Scottsdale, AZ, US
Holli Wilson
Director, Corporate Administrative Services
Scottsdale, AZ, US
David Busch
Chief Investment Officer
Scottsdale, AZ, US
John Demarco
Chief Compliance Officer
United States
Brenda Junior
President
Phoenix, AZ, US
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