Portfolio Consultant
Current
Oct 2023 - Present
AeroLeads people directory · profile
Anna M. Email & Phone Number
Anna Moseley
at
Mercer Advisors
1 work email found
@merceradvisors.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Anna Moseley
Location
Rockwall, Texas, United States
Company size
Who is Anna M.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Anna M. is listed as Anna Moseley at Mercer Advisors, a with 413 employees, based in Rockwall, Texas, United States. AeroLeads shows a work email signal at merceradvisors.com and a matched LinkedIn profile for Anna M..
Anna M. previously worked as Portfolio Consultant at Mercer Advisors and Client Specialist at Mercer Advisors. Anna M. holds Bachelor Of Applied Science - Basc, Business Administration And Management, General from Texas A&M University-Commerce.
Company email context
Email format at Mercer Advisors
This section adds company-level context without repeating Anna M.'s masked contact details.
*@merceradvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for Anna M.. Compare company email patterns before reaching out.
Profile bio
About Anna M.
Exemplary financial services professional and customer service expert with a background in retail banking and sales and operations management experience including Bank of America, Wells Fargo, Comerica and Capital One. Energetic forward thinker with a passion for public speaking, problem-solving and connecting people to opportunities. Currently completing CFP certification.
Current workplace
Anna M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mercer Advisors
6 roles · 19 years
Anna M. work experience
A career timeline built from the work history available for this profile.
Client Specialist
Current-Texas Notary Public-Texas General Lines AgentLife, Accident, Health and HMO- Financial Planning Certificate Program - University of Texas at Austin
Aug 2021 - Present
Financial Specialist Lead
Feb 2020 - Aug 2021
Financial Services Supervisor
Feb 2013 - Jun 2015
Personal Banker
Dec 2009 - Jan 2011
Personal Banker
2008 - 2009
~1 yr
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
SB
Salem B
Colleague at Mercer AdvisorsSeattle, Washington, United States
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JC
Jessica Caruso, Cfp®
Colleague at Mercer AdvisorsSanta Barbara, California, United States
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PK
Parshad K Singh, Cfp®, Cima®
Colleague at Mercer AdvisorsDenver, Colorado, United States
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CM
Cynthia Moss
Colleague at Mercer AdvisorsBothell, Washington, United States
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AT
Amber Tanksley
Colleague at Mercer AdvisorsSpringfield-Branson, Missouri Area, United States
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DJ
Dominic J. Colletti, Cfp®
Colleague at Mercer AdvisorsGreater Chicago Area, United States
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LB
Logan Baker
Colleague at Mercer AdvisorsDenver, Colorado, United States
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JD
Josh Degiorgi
Colleague at Mercer AdvisorsAcworth, Georgia, United States
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JR
Jennifer Rossi
Colleague at Mercer AdvisorsSt Petersburg, Florida, United States
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ML
Melissa Lugay
Colleague at Mercer AdvisorsScottsdale, Arizona, United States
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Salem B
Colleague at Mercer AdvisorsSeattle, Washington, United States
View →
JC
Jessica Caruso, Cfp®
Colleague at Mercer AdvisorsSanta Barbara, California, United States
View →
PK
Parshad K Singh, Cfp®, Cima®
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
CM
Cynthia Moss
Colleague at Mercer AdvisorsBothell, Washington, United States
View →
AT
Amber Tanksley
Colleague at Mercer AdvisorsSpringfield-Branson, Missouri Area, United States
View →
DJ
Dominic J. Colletti, Cfp®
Colleague at Mercer AdvisorsGreater Chicago Area, United States
View →
LB
Logan Baker
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
JD
Josh Degiorgi
Colleague at Mercer AdvisorsAcworth, Georgia, United States
View →
JR
Jennifer Rossi
Colleague at Mercer AdvisorsSt Petersburg, Florida, United States
View →
ML
Melissa Lugay
Colleague at Mercer AdvisorsScottsdale, Arizona, United States
View →
2 education records
Anna M. education
Bachelor Of Applied Science - Basc, Business Administration And Management, General
Associate Of Science - As, Criminal Justice And Corrections
FAQ
Frequently asked questions about Anna M.
Quick answers generated from the profile data available on this page.
What company does Anna M. work for?
Anna M. works for Mercer Advisors.
What is Anna M.'s role at Mercer Advisors?
Anna M. is listed as Anna Moseley at Mercer Advisors.
What is Anna M.'s email address?
AeroLeads has found 1 work email signal at @merceradvisors.com for Anna M. at Mercer Advisors.
Where is Anna M. based?
Anna M. is based in Rockwall, Texas, United States while working with Mercer Advisors.
What companies has Anna M. worked for?
Anna M. has worked for Mercer Advisors, American National Bank Of Texas, Scott Credit Union, and Wells Fargo.
Who are Anna M.'s colleagues at Mercer Advisors?
Anna M.'s colleagues at Mercer Advisors include Salem B, Jessica Caruso, Cfp®, Parshad K Singh, Cfp®, Cima®, Cynthia Moss, and Amber Tanksley.
How can I contact Anna M.?
You can use AeroLeads to view verified contact signals for Anna M. at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Anna M. attend?
Anna M. holds Bachelor Of Applied Science - Basc, Business Administration And Management, General from Texas A&M University-Commerce.
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