Mercer Advisors@ Mercer Advisors
Santa Barbara, California, United States
Will Mannon
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Stanford University
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FlashIntel GPT
Tell me more about Will Mannon?
FlashIntel GPTWill Mannon is a highly motivated leader with 41.8 years of experience in wealth management, asset management, investments, and financial advisory. He has a strong background in asset allocation, portfolio management, and financial analysis. Will has held various leadership positions at Mercer Advisors, including Executive Vice President and National Sales Director. He is known for his expertise in business development, retirement planning, and investment advisory. Will is based in the United States and is highly motivated to lead the standards group.
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Emails and Phone Numbers
About
Highly Motivated Leader Who Leads The Standards Group
Work Experience
Mercer Advisors
Executive Vice President Head Of Sales
Executive Vice President, National Sales Director
Vice President Business Development
Vice President Wealth Management
Senior Vice President- Wealth Management
Financial Services
Will Mannon's Professional Milestones
- Vice President Wealth Management (2010-12-01~2012-02-01): Transforming the company's wealth portfolio by implementing strategic investment strategies and optimizing the portfolio's financial performance.
- Senior Vice President (2002-01-01~2007-01-01): Driving business expansion and securing key partnerships in the industry.
Education
History,
Bachelors,
Bachelor Of Arts
1971-1975Skill
Wealth Management
Asset Management
Investments
Financial Advisory
Asset Allocation
Portfolio Management
Financial Analysis
Investment Strategies
Business Development
Retirement Planning
Investment Advisory
Series 63
Sales Management
New Business Development
Financial Planning
Financial Services
Mutual Funds
Team Building
Securities
Alternative Investments
Public Speaking
Asset Managment
Certification
Colleagues
Martine E. Lellis, CPA, CFP
Chief Talent And Administrative Officer
Gary Foodim
Chief Marketing Officer
Martine E. Lellis, CPA, CFP
Chief Talent And Administrative Officer
Loren Pierson
Chief Operations Officer
Gary Foodim
Chief Marketing Officer
Other Named Will Mannon
Frequently asked questions
We found 4 Will Mannon's email addresses
We found 1 Will Mannon's phone numbers
Will Mannon's social media include: Linkedin,
Will Mannon works for Mercer Advisors
Will Mannon's role in Mercer Advisors is Mercer Advisors
Will Mannon works in the industry of Financial Services
Will Mannon's colleagues are Martine E. Lellis, CPA, CFP,Gary Foodim,Martine E. Lellis, CPA, CFP
Will Mannon's latest job experience is Mercer Advisors at Mercer Advisors
Will Mannon's latest education in Stanford University
