Daniel Machnik, Cfp®️ Email & Phone Number

Jackson, Michigan Area

Willis & Machnik is a comprehensive Financial Services Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Wealth Management Service, Estate Planning, Insurance and a full range of Employee Benefit Plans. Our mission is to be your partner for complete financial solutions. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals. Our success is based on our commitment to our clients, and we look forward to meeting you! Should you have any questions or would like more information on our firm, please feel free to email us or call us at (517) 784-5556. We look forward to hearing from you.

Senior Financial Planning & Analysis manager, responsible for monthly expense reporting, forecasting and planning for the Wholesale lending line.Left the organization due to re-organization in December-2006.

Montly expense analysis & reporting. Quarterly forecasting and annual expense planning.

Direct Report to Project ManagerDeveloped highly effective project management skills in a highly matrixed, dynamic environment.Supervised associates and allocation of resources on several high-profile projects.Developed material delivered training to new associates on system functionality and utilization, corporate culture and business practices.