Client Service Specialist
CurrentI assist clients with paperwork, money movements, and general information. I also do much of the back office work for the firm such as the accounting and payroll.
May 2012 - Present
AeroLeads people directory · profile
Mandy Magee Email & Phone Number
Financial Paraplanner Qualified Professional(TM), Client Service Specialist at Financially in Tune, LLC
at
Financially in Tune
2 work emails found
@finextechnology.cz
3 phones found area 617
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Paraplanner Qualified Professional(TM), Client Service Specialist at Financially in Tune, LLC
Location
Wakefield, Massachusetts, United States
Who is Mandy Magee? Overview
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Quick answer
Mandy Magee is listed as Financial Paraplanner Qualified Professional(TM), Client Service Specialist at Financially in Tune, LLC at Financially in Tune, based in Wakefield, Massachusetts, United States. AeroLeads shows a work email signal at finextechnology.cz, phone signal with area code 617, and a matched LinkedIn profile for Mandy Magee.
Mandy Magee previously worked as Client Service Specialist at Financially In Tune and Client Service Specialist at Resolute Financial. Mandy Magee holds Bachelor Of Arts, Art History from Keene State College.
Company email context
Email format at Financially in Tune
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{last}@finextechnology.cz
89% confidence
AeroLeads found 2 current-domain work email signals for Mandy Magee. Compare company email patterns before reaching out.
Profile bio
About Mandy Magee
I love to help people. I think that is the main reason I enjoy my job. As a Client Service Specialist at a financial planning firm, I am afforded the opportunity to help our clients in so many ways. Whether it be as simple as filling out a form to set up an account or the larger task of putting together a financial plan for retirement, I thoroughly enjoy it all. My favorite part? Getting to meet new people like you!Visit:www.financiallyintune.com *Financially in Tune, LLC (Financially in Tune) is a Registered Investment Advisor (“RIA”) located in the State of Massachusetts. Financially in Tune provides investment advisory services and related services for clients nationally. Financially in Tune will maintain all applicable registration and licenses as required by the various states in which Financially in Tune conducts business, as applicable. Financially in Tune renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Listed skills include Investments, Financial Advisory, Financial Analysis, Estate Planning, and 10 others.
Current workplace
Mandy Magee's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 24 years
Mandy Magee work experience
A career timeline built from the work history available for this profile.
Client Service Specialist
Resolute Financial
May 2012 - Dec 2016
Client Service Associate
Jan 2011 - Apr 2012
Client Service Associate
Back Bay Financial Group
Jan 2007 - Dec 2010
Office Administrator
Back Bay Financial Group
2005 - 2007
~2 yrs
Fund Reporting Specialist
Feb 2003 - Dec 2004
Intern
2002 - 2002
1 education record
Mandy Magee education
-
Keene State College
FAQ
Frequently asked questions about Mandy Magee
Quick answers generated from the profile data available on this page.
What company does Mandy Magee work for?
Mandy Magee works for Financially in Tune.
What is Mandy Magee's role at Financially in Tune?
Mandy Magee is listed as Financial Paraplanner Qualified Professional(TM), Client Service Specialist at Financially in Tune, LLC at Financially in Tune.
What is Mandy Magee's email address?
AeroLeads has found 2 work email signals at @finextechnology.cz for Mandy Magee at Financially in Tune.
What is Mandy Magee's phone number?
AeroLeads has found 3 phone signal(s) with area code 617 for Mandy Magee at Financially in Tune.
Where is Mandy Magee based?
Mandy Magee is based in Wakefield, Massachusetts, United States while working with Financially in Tune.
What companies has Mandy Magee worked for?
Mandy Magee has worked for Financially In Tune, Resolute Financial, Modera Wealth Management, Back Bay Financial Group, and State Street.
How can I contact Mandy Magee?
You can use AeroLeads to view verified contact signals for Mandy Magee at Financially in Tune, including work email, phone, and LinkedIn data when available.
What schools did Mandy Magee attend?
Mandy Magee holds Bachelor Of Arts, Art History from Keene State College.
What skills is Mandy Magee known for?
Mandy Magee is listed with skills including Investments, Financial Advisory, Financial Analysis, Estate Planning, Client Services, Wealth Management, Asset Allocation, and Asset Management.
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