Will McMannis
Vice President Of Financial Planning@ Collier - Retirement By Design
Bloomington, Indiana, United States
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Will McMannis is a highly experienced professional with 12.7 years of work experience in the financial industry. He possesses a wide range of skills including leadership, wealth management, financial advisory, and portfolio management. Currently, he serves as the Chief Executive Officer at Fellowship Property Group. Throughout his career, he has held various positions in renowned companies such as Collier - Retirement By Design, TIAA, JPMorgan Chase & Co., and GE. With a strong background in financial services and risk management, Will McMannis is a valuable asset in the industry.
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Skills & Insights
Colleagues

Emails and Phone Numbers

@jpmchase.com
@in.tiaa.org
+1 317755****
+1 317979****
+1 317445****
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About

Chief Executive Officer at Fellowship Property Group

Work Experience

8055 E. Tufts Ave Suite 650, Denver, CO, 80237, US

Financial Services

3
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Will McMannis's Professional Milestones

  • Private Client Banker (2016-02-01~2016-10-01): Successfully executed strategic financial plans, driving profitability and fostering client loyalty.
  • Private Client Advisor (2016-10-01~2018-02-01): Provided strategic guidance to clients, fostering trust and loyalty towards their needs.
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Education

Western Governors University
Western Governors University

Master Of Business Administration,

Masters,

Business Administration,

Management,

Business Administration And Management,

Bachelors,

Bachelor Of Science,

General

2016-2018
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