Rita Mansour
Senior Managing Director/Partner @ Mansour Wealth Management | Wealth Management Strategies
- Role
- Senior Managing Director Partner at Raymond James - John Lipaj
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Rita Mansour
Barron\'s Top 100 Female Financial AdvisorForbes/SHOOK Top Advisor State of OhioForbes/SHOOK Top Female Advisoor
Experience
Senior Managing Director Partner
Sep 2006 — Present · Toledo, OH, US
Developed tailored wealth management solutions for endowments, foundations, and individual clients. • Implemented advanced strategies to meet diverse client needs and exceed expectations. • Led a dedicated team focused on exceptional client service, contributing to significant growth in assets under management.
Education
The University of Toledo
Bachelor of Business Administration, Finance and Marketing
1983 — 1988
Wharton School of Management - SIA
Securities Industry Association, Branch Management Leadership Institute
2000 — 2000
Skills
- Credit
- Financial Planning
- Financial Analysis
- Leadership
- Management
- Mergers & Acquisitions
- Entrepreneurship
- Asset Management
- Customer Service
- Series 7
- Strategy
- Marketing
- Healthcare
- Business Development
- Wealth Management
- Strategic Planning
- Business Strategy
- Investments
- Valuation
- Due Diligence
- Budgets
- Finance
- Corporate Finance
- Business Planning
- Securities
- Coaching
- Portfolio Management
- Mergers
- Start-Ups
- Financial Advisory
- Sales Management
- Financial Services
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Process Improvement
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