Daniel MacHnik Email & Phone Number

CFP®️; Wealth Management Advisor @ Willis & Machnik Financial Services, LLC

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Daniel MacHnik Location

Jackson, MI, US

Daniel MacHnik Work

2007 - now CFP®️; Wealth Management Advisor @ Willis & Machnik Financial Services, LLC
2021 - now Official Member @ Forbes Finance Council
2003 - 2006 Senior Finance Manager @ JPMorgan Chase & Co.
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2000 - 2003 Senior Financial Analyst @ Baxter International Inc.
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1998 - 2000 Business Project Analyst @ Robert Swan's 2041 Voyage for Cleaner Energy

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Daniel MacHnik Education

Western Michigan University
BBA (Management, Accounting, Spanish)
1994 - 1998

Daniel MacHnik Skills

Strategic Financial Planning
Retirement Planning
Financial Advisory

Wealth Management
Investment Advisory
Financial Services
IRAs
Asset Allocation
Estate Planning
Finance

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Daniel MacHnik Summary

Daniel MacHnik, based in Jackson, MI, US, is currently a CFP®️; Wealth Management Advisor at Willis & Machnik Financial Services, LLC. Daniel MacHnik brings experience from previous roles at Forbes Finance Council, JPMorgan Chase & Co., Baxter International Inc. and Aon Hewitt. Daniel MacHnik holds a 1994 - 1998 BBA in Management, Accounting, Spanish @ Western Michigan University. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Financial Advisory, Wealth Management, Investment Advisory and more. Daniel MacHnik has 3 emails and 1 mobile phone numbers on RocketReach.

Daniel MacHnik Emails

Found 3 emails

Daniel MacHnik Phone Numbers

Found 3 phone numbers

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