Financial Advisor, Office Manager At Barron Financial Services
Current
May 2022 - Present
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Gary Mangat Email & Phone Number
Financial Advisor, Office Manager at Barron Financial Services
at
PlanMember Financial Corporation
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor, Office Manager at Barron Financial Services
Location
Greater Seattle Area, United States
Company size
Who is Gary Mangat? Overview
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Quick answer
Gary Mangat is listed as Financial Advisor, Office Manager at Barron Financial Services at PlanMember Financial Corporation, a with 151 employees, based in Greater Seattle Area, United States. AeroLeads shows a matched LinkedIn profile for Gary Mangat.
Gary Mangat previously worked as Private Client Banker at Chase and Financial Planner at Equitable. Gary Mangat holds Bachelor Of Business Administration - Bba, Accounting And Finance from Seattle University.
Company email context
Email format at PlanMember Financial Corporation
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PlanMember Financial Corporation
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Profile bio
About Gary Mangat
I am a financial professional passionate about making investing accessible to all. I enjoy meeting new people and learning your unique stories. I grew up in the South Sound and likes to spend my spare time volunteering, playing basketball, and following the Portland Trailblazers.I hold a Bachelor’s Degree in Finance from Seattle University as well as my Series 6 and 7 FINRA licenses. It is my goal is to give my customers the confidence to understand your plan to achieve financial freedom.--For more than three decades PlanMember Financial Corporation, through its operating subsidiaries, has provided personalized retirement planning and administrative services to public and private sector employers and employees utilizing a broad selection of investment programs. The company is headquartered in Carpinteria, CA.
Current workplace
Gary Mangat's current company
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Planmember Financial Corporation
5 roles
Gary Mangat work experience
A career timeline built from the work history available for this profile.
Private Client Banker
My main book of business was with clients with over 150k with Chase Worked with Lending and Business Banking and Most Importantly with Wealth Management to bring business over to ChaseIncreased PVC count by a third every month. Bringing in over 1 million in funds for the month of April.Being in the top 3 in our district for conversations of clients into Private clients
Oct 2021 - May 2022
Financial Planner
Help clients secure their financial well-being by helping clients plan for risk management (life insurance), or retirement savings, college savings etc. Keen focus on customer service and using a holistic approach to do what is best for each individual client based on their specific financial picture Suggestion of products that might help with tax savings and educating government employees on Plan 2 and Plan 3 and helping with 403b plans
Jun 2020 - Oct 2021
Customer Data Analyst
Headed multiple projects to find leads and organize data in our software, allowing for the client to have a clean look at all the different fixtures, and items that went into their construction project. Primary line of communication for clients Used AI to help sort data and resolve client questions
Jun 2019 - Nov 2019
Data Science Intern
Mar 2019 - Jun 2019
Team & coworkers
Colleagues at PlanMember Financial Corporation
Other employees you can reach at planmember.com. View company contacts for 151 employees →
TB
Tammy Brothers
Colleague at Planmember Financial CorporationCarpinteria, California, United States
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SC
Sarina Covarrubias
Colleague at Planmember Financial CorporationVentura, California, United States
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KL
K'Lyn Lewin
Colleague at Planmember Financial CorporationCarpinteria, California, United States
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LH
Lee Hays
Colleague at Planmember Financial CorporationCarpinteria, California, United States
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JE
John English
Colleague at Planmember Financial CorporationMyerstown, Pennsylvania, United States
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DJ
Daniel Johnson
Colleague at Planmember Financial CorporationSanta Barbara, California, United States
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VK
Vincent Krist
Colleague at Planmember Financial CorporationLos Angeles County, California, United States
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JB
Jennifer Brittingham
Colleague at Planmember Financial CorporationLos Angeles Metropolitan Area, United States
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HD
Hien D. Huynh
Colleague at Planmember Financial CorporationLos Angeles Metropolitan Area, United States
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A“
Aaron “Aj” Diaz
Colleague at Planmember Financial CorporationCamarillo, California, United States
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Tammy Brothers
Colleague at Planmember Financial CorporationCarpinteria, California, United States
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SC
Sarina Covarrubias
Colleague at Planmember Financial CorporationVentura, California, United States
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KL
K'Lyn Lewin
Colleague at Planmember Financial CorporationCarpinteria, California, United States
View →
LH
Lee Hays
Colleague at Planmember Financial CorporationCarpinteria, California, United States
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JE
John English
Colleague at Planmember Financial CorporationMyerstown, Pennsylvania, United States
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DJ
Daniel Johnson
Colleague at Planmember Financial CorporationSanta Barbara, California, United States
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VK
Vincent Krist
Colleague at Planmember Financial CorporationLos Angeles County, California, United States
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JB
Jennifer Brittingham
Colleague at Planmember Financial CorporationLos Angeles Metropolitan Area, United States
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HD
Hien D. Huynh
Colleague at Planmember Financial CorporationLos Angeles Metropolitan Area, United States
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A“
Aaron “Aj” Diaz
Colleague at Planmember Financial CorporationCamarillo, California, United States
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2 education records
Gary Mangat education
Bachelor Of Business Administration - Bba, Accounting And Finance
Education record
Kentwood High School
FAQ
Frequently asked questions about Gary Mangat
Quick answers generated from the profile data available on this page.
What company does Gary Mangat work for?
Gary Mangat works for PlanMember Financial Corporation.
What is Gary Mangat's role at PlanMember Financial Corporation?
Gary Mangat is listed as Financial Advisor, Office Manager at Barron Financial Services at PlanMember Financial Corporation.
Where is Gary Mangat based?
Gary Mangat is based in Greater Seattle Area, United States while working with PlanMember Financial Corporation.
What companies has Gary Mangat worked for?
Gary Mangat has worked for Planmember Financial Corporation, Chase, Equitable, and Briq.
Who are Gary Mangat's colleagues at PlanMember Financial Corporation?
Gary Mangat's colleagues at PlanMember Financial Corporation include Tammy Brothers, Sarina Covarrubias, K'Lyn Lewin, Lee Hays, and John English.
How can I contact Gary Mangat?
You can use AeroLeads to view verified contact signals for Gary Mangat at PlanMember Financial Corporation, including work email, phone, and LinkedIn data when available.
What schools did Gary Mangat attend?
Gary Mangat holds Bachelor Of Business Administration - Bba, Accounting And Finance from Seattle University.
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