Gail Mitchell, Sales Assistant

A member of the financial services industry since 1995, Gail Mitchell focuses on servicing public sector retirement plans and general securities clients. Gail provides client-level customer service to plan participants and administrative support to plan sponsors. She organizes the daily marketing and administrative operations of the office, oversees securities and insurance transactions, maintains databases and calendars, and is responsible for immediate client communications. Gail holds FINRA Series 6 and 63 registrations.

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