Paul Mann Email & Phone Number
Portfolio Manager @ Trajan Wealth LLC
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Paul Mann Location
- Scottsdale, AZ, US
Paul Mann Work
- 2021 -now Portfolio Manager @
- 2019 -2022 Client Development Team Manager and Seminar Presenter @
- 2017 -2019 Wealth Advisor @ Precision Financial Services
- 2010 -2017 CEO, CCO @
- 2008 -2010 Financial Advisor @
- 2006 -2008 Vice President of Investments @
- 2004 -2006 Registered Representative @
- 1999 -2004 Stockbroker @
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 mobile phone numbers on RocketReach.
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