Jeff McManus Email & Phone Number
Wealth Management Training Consultant @ Voya Financial
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Jeff McManus Location
- Methuen, MA, US
Jeff McManus Work
- 2025 -now Wealth Management Training Consultant @
- 2015 -2020 Investment Advisor Representative @
- 2012 -2014 Vice President and Retail Financial Consultant @
- 2010 -2012 Vice President and Financial Advisor @
- 2005 -2010 Financial Advisor @
- 2005 -2005 Plan Sponsor Representative II @
- 2000 -2004 Plan Administrator @
- 1997 -2000 Financial Representative @
- 1993 -1999 Transportation Officer @ US Army Reserve
Jeff McManus Education
- Moravian College
BA, Spanish, Political Science
1989-1993 - Merrimack College
Certificate in Advanced Financial Planning, Financial Planning and Services
Jeff McManus Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Licensed Life Insurance
- Fixed Income
- Insurance
- Retirement Planning
- Consultative Style
- Portfolio Management
- Annuities
- IRAs
- Investments
- Relationship Management
- Finance
- Series 6
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Compliance
- Operations
- Mutual Funds
- Wealth Management
- FINRA
- Risk Management
- Licensed Life Insurance Agent
- Financial Analysis
- ERISA
- Retirement
- Series 65
- Series 7
- Securities
Jeff McManus Summary
- Jeff McManus, based in Methuen, MA, US, is currently a Wealth Management Training Consultant at Voya Financial. Jeff McManus brings experience from previous roles at Voya Retirement Advisors, LLC, Rockland Trust Financial Services, Bank of America Merrill Lynch and AARP Financial. Jeff McManus holds a 1989 - 1993 BA, Spanish, Political Science @ Moravian College. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Licensed Life Insurance, Fixed Income and more. Jeff McManus has 2 emails and 1 mobile phone numbers on RocketReach.
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