Director, Consumer Investment Market Leader
CurrentPinnacle award winner 2023 🏆Leads a team of high-performing financial advisors.
Feb 2024 - Present
AeroLeads people directory · profile
Mandy Haack, Crpc Email & Phone Number
Director | Merrill | Northern San Diego Market Leader | Consumer Banking & Investments | FINRA 7/66/9&10
at
Bank of America
1 work email found
@baml.com
4 phones found area 858, 949, and 888
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director | Merrill | Northern San Diego Market Leader | Consumer Banking & Investments | FINRA 7/66/9&10
Location
San Diego, California, United States
Company size
Who is Mandy Haack, Crpc? Overview
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Quick answer
Mandy Haack, Crpc is listed as Director | Merrill | Northern San Diego Market Leader | Consumer Banking & Investments | FINRA 7/66/9&10 at Bank of America, a with 250057 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at baml.com, phone signal with area code 858, 949, 888, and a matched LinkedIn profile for Mandy Haack, Crpc.
Mandy Haack, Crpc previously worked as Director, Consumer Investment Market Leader at Bank Of America and VP Market Leader, Consumer Banking & Investments at Bank Of America. Mandy Haack, Crpc holds Bachelor Of Science (B.S.), Finance And Financial Management Services from California State University-Long Beach - College Of Business Administration.
Company email context
Email format at Bank of America
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*@baml.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mandy Haack, Crpc. Compare company email patterns before reaching out.
Profile bio
About Mandy Haack, Crpc
With a solid background in financial advisory and a leadership role at Bank of America/Merrill, my journey has been marked by a commitment to fostering strong business relationships and driving results. My team and I focus on delivering exceptional financial advice and retirement planning solutions to our clients, building on our collective experience and industry certifications.Our achievements, including the Pinnacle award in 2022 and 2023, reflect our dedication to excellence and continuous improvement. Partnering with top talent, we are committed to expanding access to financial education and advice, empowering clients to realize their financial dreams. At Bank of America, we strive not just for success but for significance in the lives of those we serve.
Listed skills include Retirement Planning, Investments, Investment Strategies, Asset Allocation, and 16 others.
Current workplace
Mandy Haack, Crpc's current company
Company context helps verify the profile and gives searchers a useful next step.
Bank Of America
8 roles
Mandy Haack, Crpc work experience
A career timeline built from the work history available for this profile.
Vp Market Leader, Consumer Banking & Investments
Pinnacle Diamond first full year in role (2022) 🏆
Oct 2021 - Feb 2024
Mar 2016 - Oct 2021
Senior Investment Specialist
Provided sales and client engagement support for a team of 50 financial advisors in our Newport Beach office. Provided investment insights and advice for high net worth clients. Experienced in investment advisory services, building & maintaining portfolios, variable annuities, and acquiring and refunding clients.
Aug 2013 - Mar 2016
Investment Specialist
Supported a team of 50+ financial advisors behind the scenes. Disseminated investment/financial news and updates, build portfolio comparisons and proposals, placed trades for managed clients, assisted with new account opening and account transfers.
Jun 2009 - Aug 2013
Investment Intern
Aug 2008 - May 2009
Cocktail Server
Aug 2006 - Feb 2009
Server/ Hostess
Jun 2004 - Aug 2006
Team & coworkers
Colleagues at Bank of America
Other employees you can reach at bankofamerica.com. View company contacts for 250057 employees →
AM
Allison Miller
Colleague at Bank Of AmericaGrand Prairie, Texas, United States
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MO
Marcus Olivas
Colleague at Bank Of AmericaTolleson, Arizona, United States
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AR
Angela Rosado
Colleague at Bank Of AmericaPlano, Texas, United States
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TG
Terry Gover
Colleague at Bank Of AmericaEssex, Maryland, United States
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YK
Yousaf Khan
Colleague at Bank Of AmericaMandi Bahauddin, Punjab, Pakistan
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RP
Roger Petty Jr
Colleague at Bank Of AmericaCharlotte, North Carolina, United States
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BJ
B J Eddy
Colleague at Bank Of AmericaDenver, Colorado, United States
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JS
Joanne Shannon O'Donnell
Colleague at Bank Of AmericaWinchester, Massachusetts, United States
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JJ
Jisa Joseph
Colleague at Bank Of AmericaKerala, India
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CW
Chante Williams
Colleague at Bank Of AmericaPetersburg, Virginia, United States
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Allison Miller
Colleague at Bank Of AmericaGrand Prairie, Texas, United States
View →
MO
Marcus Olivas
Colleague at Bank Of AmericaTolleson, Arizona, United States
View →
AR
Angela Rosado
Colleague at Bank Of AmericaPlano, Texas, United States
View →
TG
Terry Gover
Colleague at Bank Of AmericaEssex, Maryland, United States
View →
YK
Yousaf Khan
Colleague at Bank Of AmericaMandi Bahauddin, Punjab, Pakistan
View →
RP
Roger Petty Jr
Colleague at Bank Of AmericaCharlotte, North Carolina, United States
View →
BJ
B J Eddy
Colleague at Bank Of AmericaDenver, Colorado, United States
View →
JS
Joanne Shannon O'Donnell
Colleague at Bank Of AmericaWinchester, Massachusetts, United States
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JJ
Jisa Joseph
Colleague at Bank Of AmericaKerala, India
View →
CW
Chante Williams
Colleague at Bank Of AmericaPetersburg, Virginia, United States
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2 education records
Mandy Haack, Crpc education
Bachelor Of Science (B.S.), Finance And Financial Management Services
High School Diploma
Poway High
FAQ
Frequently asked questions about Mandy Haack, Crpc
Quick answers generated from the profile data available on this page.
What company does Mandy Haack, Crpc work for?
Mandy Haack, Crpc works for Bank of America.
What is Mandy Haack, Crpc's role at Bank of America?
Mandy Haack, Crpc is listed as Director | Merrill | Northern San Diego Market Leader | Consumer Banking & Investments | FINRA 7/66/9&10 at Bank of America.
What is Mandy Haack, Crpc's email address?
AeroLeads has found 1 work email signal at @baml.com for Mandy Haack, Crpc at Bank of America.
What is Mandy Haack, Crpc's phone number?
AeroLeads has found 4 phone signal(s) with area code 858, 949, 888 for Mandy Haack, Crpc at Bank of America.
Where is Mandy Haack, Crpc based?
Mandy Haack, Crpc is based in San Diego, California, United States while working with Bank of America.
What companies has Mandy Haack, Crpc worked for?
Mandy Haack, Crpc has worked for Bank Of America, Tax & Financial Group, and Chili'S.
Who are Mandy Haack, Crpc's colleagues at Bank of America?
Mandy Haack, Crpc's colleagues at Bank of America include Allison Miller, Marcus Olivas, Angela Rosado, Terry Gover, and Yousaf Khan.
How can I contact Mandy Haack, Crpc?
You can use AeroLeads to view verified contact signals for Mandy Haack, Crpc at Bank of America, including work email, phone, and LinkedIn data when available.
What schools did Mandy Haack, Crpc attend?
Mandy Haack, Crpc holds Bachelor Of Science (B.S.), Finance And Financial Management Services from California State University-Long Beach - College Of Business Administration.
What skills is Mandy Haack, Crpc known for?
Mandy Haack, Crpc is listed with skills including Retirement Planning, Investments, Investment Strategies, Asset Allocation, Retirement, Strategic Financial Planning, Wealth Management, and Relationship Management.
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