Mandisa Trader
Financial Services Professional
- Role
- Client Services at Heritage Wealth Advisors
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Mandisa Trader
Highly experienced brokerage operations professional with over 17 years of experience in…
Experience
Client Services
Apr 2025 — Present
Education
University of South Florida
Bachelor of Science, Business Administration and Management, General
1996 — 1999
Skills
- Mutual Funds
- Asset Allocation
- Risk Management
- Hedging
- Equities
- Hedge Funds
- Aml
- Series 6
- Series 24
- Investment Advisory
- Trading
- Financial Risk
- Asset Management
- Options
- Investments
- Securities
- Back Office
- Uniform Combined State Law
- Financial Services
- Investment Management
- Investment Strategies
- Alternative Investments
- Stocks
- Brokerage
- Wealth Management
- Equity Trading
- Retirement Planning
- Finra
- Series 63
- Series 7
- Microsoft Excel
- 401k
- Derivatives
- Financial Analysis
- Trading Systems
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