Amanda Mongillo

Vice President, Ion Bank and Investment Executive, Osaic Institutions

Role
Investment Executive at Osaic
Location
Southington, CT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Amanda Mongillo

Experienced Insurance professional with a demonstrated history of working in the Financial Services industry. Skilled in Business Planning, Sales, Life Insurance, Retirement Planning, and Leadership. Obtains Series 6, Series 63, CT Life, Accident, Health and P&C licenses.

Experience

  1. Investment Executive

    Osaic

    Jan 2023 — Present

    Investment and insurance products and services are offered through Osaic Institutions Member FINRA/SIPC. Ion Investments is a trade name of Ion Bank. Osaic and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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Amanda Mongillo — Investment Executive at Osaic in Southington, CT, US | Unifers