Mandy Haack

Director, Consumer Investment Market Leader @Bank of America

San Diego, CA, US
MOBILE NUMBERS
+18•••••••04

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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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