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Sean Mounce is listed as Wealth Management Advisor at WestPac Wealth Partners, a company with 246 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Sean Mounce.
Sean Mounce previously worked as Financial Advisor at Merlin Financial Services and AR Clerk at Robert Half. Sean Mounce holds Bachelor Of Business Administration - Bba, Finance, General, Graduate from California State University-Dominguez Hills.
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I provide holistic financial strategies focusing on a process that addresses each individual client's unique needs. To address these concerns I help define and implement a structure designed to accomplish long term goals and objectives. I challenge traditional ways of thinking when approaching financial strategies, not only to advise clients but to educate them so that we can make the best choices together./COMPLIANCE:2024-3473/
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WESTPAC WEALTH PARTNERS is not an.
Orange County, California, United States
-Cold lead generation/Door knocking-25 year contract negotiation-Primary point of contact for customer throughout sales cycle
California, United States
-Top sales server in a very busy environment-Worked full-time while in school full-time-Worked in a team environment to help struggling co-workers-Assisted with Payroll
Greater Los Angeles Area
-Established and maintained 4.8 star rating from passengers.-Provided clean and respectful service for customers.-Zero complaints from customers.
Palos Verdes, California
-Managed Student workers and cashout-Delivered trees to clients-Ensured employee and customer safety protocols
Torrance, California, United States
-Organized and coordinated appropriate needs of the bar-Ensured a fast paced work ethic to ensure customer satisfaction-Stocked and maintained inventory of the bar at all times
-Sold vacations packages at unique events-Easily adapted to changing work environments-Skilled at approaching and engaging potential customers
Redondo Beach, California, United States
-Attended to walk in potential clients-Organized and coordinated with managers on events-Assisted and maintained bookkeeping/finances
Torrance, CA
-Instructed and conducted classes consisting of 1-3 students per class-Provided training for students promoting both water safety and drowning prevention-Taught basic and advanced swimming from ages ranging 6 months to adults
Other employees you can reach at thewp2.com. View company contacts for 246 employees →
Michael Lewis
Colleague at Westpac Wealth Partners
San Diego, California, United States, United States
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AB
Adina Ben-Zeev
Colleague at Westpac Wealth Partners
San Francisco Bay Area, United States
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AB
Allison Bowen
Colleague at Westpac Wealth Partners
Houston, Texas, United States, United States
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DW
Darlene Winters
Colleague at Westpac Wealth Partners
San Diego County, California, United States, United States
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RS
Roger Starkey
Colleague at Westpac Wealth Partners
Canberra, Australian Capital Territory, Australia, Australia
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DN
Doan Nguyen
Colleague at Westpac Wealth Partners
San Diego, California, United States, United States
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SK
Shachar Kakoun
Colleague at Westpac Wealth Partners
Portland, Oregon, United States, United States
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AR
Alex Rubi
Colleague at Westpac Wealth Partners
Murrieta, California, United States, United States
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JC
Jacob Campbell, Cfp®, Clu®
Colleague at Westpac Wealth Partners
San Diego County, California, United States, United States
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MO
Michelle O'Connor
Colleague at Westpac Wealth Partners
San Diego County, California, United States, United States
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Activities and Societies: Baseball
Quick answers generated from the profile data available on this page.
Sean Mounce works for WestPac Wealth Partners.
Sean Mounce is listed as Wealth Management Advisor at WestPac Wealth Partners.
Sean Mounce is based in United States, United States, United States while working with WestPac Wealth Partners.
Sean Mounce has worked for Westpac Wealth Partners, Merlin Financial Services, Robert Half, Sunrun, and W'S China Bistro.
Sean Mounce's colleagues at WestPac Wealth Partners include Michael Lewis, Adina Ben-Zeev, Allison Bowen, Darlene Winters, and Roger Starkey.
You can use AeroLeads to view verified contact signals for Sean Mounce at WestPac Wealth Partners, including work email, phone, and LinkedIn data when available.
Sean Mounce holds Bachelor Of Business Administration - Bba, Finance, General, Graduate from California State University-Dominguez Hills.
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