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 →
PG
Paul Gustafson
Colleague at Mercer AdvisorsCandler, North Carolina, United States
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MP
Mark Pletts
Colleague at Mercer AdvisorsChanhassen, Minnesota, United States
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BR
Becca Rushton
Colleague at Mercer AdvisorsLongmont, Colorado, United States
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HB
Haiden Bowman
Colleague at Mercer AdvisorsSpringfield, Missouri, United States
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DM
Deanna Marie Bochno
Colleague at Mercer AdvisorsWebster, New York, United States
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WW
Will Wade
Colleague at Mercer AdvisorsGreater Philadelphia, United States
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KH
Kailen Huffman
Colleague at Mercer AdvisorsSan Diego, California, United States
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JD
Josh Degiorgi
Colleague at Mercer AdvisorsAcworth, Georgia, United States
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TW
Teresa Whorton
Colleague at Mercer AdvisorsUnited States
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ES
Emelyn Seh
Colleague at Mercer AdvisorsLos Angeles, California, United States
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Paul Gustafson
Colleague at Mercer AdvisorsCandler, North Carolina, United States
View →
MP
Mark Pletts
Colleague at Mercer AdvisorsChanhassen, Minnesota, United States
View →
BR
Becca Rushton
Colleague at Mercer AdvisorsLongmont, Colorado, United States
View →
HB
Haiden Bowman
Colleague at Mercer AdvisorsSpringfield, Missouri, United States
View →
DM
Deanna Marie Bochno
Colleague at Mercer AdvisorsWebster, New York, United States
View →
WW
Will Wade
Colleague at Mercer AdvisorsGreater Philadelphia, United States
View →
KH
Kailen Huffman
Colleague at Mercer AdvisorsSan Diego, California, United States
View →
JD
Josh Degiorgi
Colleague at Mercer AdvisorsAcworth, Georgia, United States
View →
TW
Teresa Whorton
Colleague at Mercer AdvisorsUnited States
View →
ES
Emelyn Seh
Colleague at Mercer AdvisorsLos Angeles, California, 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 Paul Gustafson, Mark Pletts, Becca Rushton, Haiden Bowman, and Deanna Marie Bochno.
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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