Mandy Haack
Director, Consumer Investment Market Leader @Bank of America
San Diego, CA, US
EMAILS
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WORK HISTORY
Feb 2024 — Present
Director, Consumer Investment Market Leader @Bank of America
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San Diego, CA, US
SKILLS
Wealth ManagementInvestmentsRelationship ManagementWealth Management ServicesVariable AnnuitiesInvestment AdvisoryFinancial AdvisoryUniform Combined State LawInvestment StrategiesRetirementStrategic Financial PlanningAnnuity SalesAsset AllocationMutual FundsSecuritiesPortfolio Assessment401kRetirement PlanningFinancial PlanningPortfolio Performance Analysis
ABOUT MANDY HAACK
With a solid background in financial advisory and a leadership role at Bank of…
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