Ryan Mannen

Ryan Mannen Email and Phone Number

Chief Operating Officer at Balance Wealth @ Balance Wealth
Ryan Mannen's Location
Lancaster, Pennsylvania, United States, United States
Ryan Mannen's Contact Details

Ryan Mannen personal email

About Ryan Mannen

Ryan Mannen is the Chief Operating Officer at SurePath Wealth, a NextGen ensemble practice with offices across the country. Ryan is also co-founder of Brewer Consulting, a marketing and practice management consultancy focused on helping financial advisors grow and scale their practice.

Ryan Mannen's Current Company Details
Balance Wealth

Balance Wealth

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Chief Operating Officer at Balance Wealth
Ryan Mannen Work Experience Details
  • Balance Wealth
    Chief Operating Officer
    Balance Wealth Oct 2024 - Present
    Columbus, Ohio, Us
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  • Wealthsource Partners, Llc
    Chief Technology Officer
    Wealthsource Partners, Llc Aug 2023 - Aug 2024
    Wealth Management | Investment Risk Mitigation | Retirement Planning•Comprehensive Values Based Financial Planning•Fee Only Advisory Services•Advising families and business owners on matters of financial health.•Complete Advisory team of subject matter experts that consult on Financial Planning, Money Mangement, Tax Planning, Estate Planning, Risk Management.
  • Wealthsource Partners, Llc
    Director Of Technology
    Wealthsource Partners, Llc Mar 2021 - Aug 2023
    Wealth Management | Investment Risk Mitigation | Retirement Planning•Comprehensive Values Based Financial Planning•Fee Only Advisory Services•Advising families and business owners on matters of financial health.•Complete Advisory team of subject matter experts that consult on Financial Planning, Money Mangement, Tax Planning, Estate Planning, Risk Management.
  • Model Fa
    Chief Operating Officer
    Model Fa Jul 2019 - Aug 2023
    Austin, Tx, Us
    The Model FA supports financial advisors as they grow sustainable businesses, increase their visibility, and change their clients’ lives. Model FA is a community built by advisors, for advisors. Together, we work to remove financial anxiety from the world.
    View
  • Surepath Wealth Management
    Partner | Chief Operating Officer
    Surepath Wealth Management Apr 2016 - Mar 2021
    SurePath Wealth is a financial planning and wealth management firm that provides human-centered financial and investment guidance to families across the country. We believe in humility, hard work, honesty and gratitude.

Ryan Mannen Skills

Social Media Marketing Marketing Strategy Social Media Marketing Workflow Management Standard Operating Procedure Sop Development Operations Management Sales Operations Marketing Operations

Ryan Mannen Education Details

  • West Chester University Of Pennsylvania
    West Chester University Of Pennsylvania
    Political Science
  • Octorara Area High School
    Octorara Area High School
    General Studies

Frequently Asked Questions about Ryan Mannen

What company does Ryan Mannen work for?

Ryan Mannen works for Balance Wealth

What is Ryan Mannen's role at the current company?

Ryan Mannen's current role is Chief Operating Officer at Balance Wealth.

What is Ryan Mannen's email address?

Ryan Mannen's email address is rm****@****zon.net

What schools did Ryan Mannen attend?

Ryan Mannen attended West Chester University Of Pennsylvania, Octorara Area High School.

What skills is Ryan Mannen known for?

Ryan Mannen has skills like Social Media, Marketing, Marketing Strategy, Social Media Marketing, Workflow Management, Standard Operating Procedure, Sop Development, Operations Management, Sales Operations, Marketing Operations.

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