Rita Mansour Email & Phone Number
Senior Managing Director and Partner @ Raymond James - John Lipaj
5 free lookup(s).
Rita Mansour Location
- Toledo, OH, US
Rita Mansour Work
- 2006 -now Senior Managing Director and Partner @
- 2006 -now CPWA @ Mansour Wealth Management
- 2010 -2017 Board member @
- 2008 -2010 Professional Advisor @ CAAP
- 2007 -2010 Chair - Development Committee @ Arts Commision of Greater Toledo
- 2008 -2009 Chairperson - Toledo Children's Hospital Foundation Board @
- 2007 -2009 Developement Committee Chair @ Arts Commission of Greater Toledo
- 1997 -2007 Regional Managing Director @
- 2004 -2007 Toledo Children's Hospital Foundation Board @
- 1998 -2006 Regional Managing Director @ Key Bank/McDonald Financial Group
- 1997 -2006 Regional Managing Director and Financial Advisor @ McDonald Investments
- 1988 -1997 Vice President - Investments @
- 1989 -1997 Vice President - Investments @ Paine Webber
Rita Mansour Education
- Wharton School of Management - SIA
Securities Industry Association (Branch Management Leadership Institute)
2000-2000 - The University of Toledo
Bachelor of Business Administration (Finance and Marketing)
1983-1988 - Notre Dame Academy 1979-1983
Rita Mansour Skills
- Financial Analysis
- Business Strategy
- Banking
- Business Development
- Mergers
- Healthcare
- Coaching
- Credit
- Financial Services
- Securities
- Management
- Mutual Funds
- Strategy
- Start-ups
- Mergers & Acquisitions
- Business Planning
- Corporate Finance
- Valuation
- Entrepreneurship
- Marketing
- Sales Management
- Leadership
- Series 7
- Budgets
- Finance
- Process Improvement
- Asset Allocation
- Strategic Planning
- Investments
- Wealth Management
- Portfolio Management
- Financial Advisory
- Customer Service
- Asset Management
- Financial Planning
- Risk Management
- Due Diligence
- Start Ups
- Mergers and Acquisitions
Rita Mansour Summary
- Rita Mansour, based in Toledo, OH, US, is currently a Senior Managing Director and Partner at Mansour Wealth Management/McDonald Partners, LLC. Rita Mansour brings experience from previous roles at Mansour Wealth Management, Toledo Community Foundation, CAAP and Arts Commision of Greater Toledo. Rita Mansour holds a 2000 - 2000 Securities Industry Association in Branch Management Leadership Institute @ Wharton School of Management - SIA. With a robust skill set that includes Financial Analysis, Business Strategy, Banking, Business Development, Mergers and more. Rita Mansour has 1 emails and 1 mobile phone numbers on RocketReach.
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