Steve Mannell Email and Phone Number
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With over 30 years of experience in the military, finance, and education sectors, I lead a team of dedicated professionals who provide customized financial solutions to the American Armed Forces Community. As the President of AAFMAA Wealth Management & Trust, I oversee the organization's strategic direction, operational excellence, and fiduciary responsibility.My core competencies include strategy, process improvement, analytical skills, and leadership. I have a proven track record of delivering results, growing the business, and serving the mission. I hold an MBA from Duke, an MPP from Harvard, a BS from West Point, and a CTFA certification. I also actively support the Special Forces Scholarship Fund and other organizations that benefit military families. I am passionate about empowering clients to achieve their financial goals and secure their legacy.
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PresidentAafmaa Wealth Management & Trust Llc Nov 2018 - PresentFayetteville, North Carolina, Us
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Vice Chair, Board Of ManagersAafmaa Wealth Management & Trust Llc Nov 2020 - Nov 2023Fayetteville, North Carolina, Us
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CfoAafmaa Wealth Management & Trust Llc Aug 2012 - Nov 2018Fayetteville, North Carolina, UsAAFMAA is the longest-standing not-for-profit association that empowers military families with affordable financial solutions including life insurance, financial planning, investment management, trust services, mortgages, and survivor assistance. AAFMAA Wealth Management & Trust provides key financial services to AAFMAA members and future generations: Financial Planning, Investment Management, and Trust Administration. As the named Executive Officer based out of the North Carolina headquarters office, the CFO manages and controls all back-office activities, conducts financial planning and analysis, provides operational expertise and strategic leadership, coordinates marketing activities, and drives business development.
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Chief Financial OfficerStrategic Solutions Unlimited, Inc. Dec 2023 - PresentFayetteville, North Carolina, Us -
Member Board Of DirectorsGreen Beret Foundation Feb 2024 - PresentMontgomery, Texas, Us -
PresidentSpecial Forces Scholarship Fund Nov 2013 - PresentFayetteville, Nc, UsWe continue to grow this great organization serving Special Forces families. For more information see the description below from my time as the Treasurer, or contact us at PO Box 1509, Fayetteville, NC 28302-1509, or send us an e-mail at info@sfscholarshipfund.org. -
TreasurerSpecial Forces Scholarship Fund Mar 2011 - Nov 2013Fayetteville, Nc, UsThe Special Forces Scholarship Fund (SFSF), is a non-profit, tax-exempt organization. The purpose of SFSF is to award merit based post secondary educational scholarships to the Daughters and Sons of current and veteran Special Forces Soldiers. Scholarships are awarded annually and limited to undergraduate and graduate studies that result in a degree or vocational certification from an accredited Graduate School, University, College or Vocational/Technical Institution. Additionally, recipients of Special Forces Scholarship Fund (SFSF) awards will receive no more than four (4) annual scholarships for undergraduate studies and two (2) scholarships for graduate studies.Contact us at PO Box 1509, Fayetteville, NC 28302-1509, or send us an e-mail at info@sfscholarshipfund.org.
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AdvisorErg Partners Jul 2014 - Dec 2019New York, Ny, UsERG Partners (Enterprise Research Group LLC), founded in 2004, is an independent financial and strategic advisory firm solely focused on the security and intelligence sectors. ERG Partners provides M&A and corporate finance advisory services and assists its clients in the development and execution of their growth strategies. ERG Partners has extensive experience in cross-border and emerging markets transactions. -
InvestorCsg Solutions Aug 2011 - Feb 2017Exited. Acquired by AEVEX Aerospace.
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Board ObserverRocktech Oct 2011 - Oct 2016RockTech provides intuitive, time-saving tools that enable our clients to understand, adopt, integrate, and monetize new technologies. RockTech aims to be the dominant provider of technology adoption products, trusted globally to help corporate employees rapidly increase their productivity through better use of technologies widely recognized as valuable but underutilized -- like Salesforce and LinkedIn.
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Chair, Military Affairs Council (Mac)Greater Fayetteville Chamber Jul 2014 - Dec 2015Fayetteville, North Carolina, UsThe Military Affairs Council operates in support of the Fayetteville Regional Chamber to enhance relationships and foster a heightened understanding between Council members and our military at Fort Bragg and Pope Army Air Field. -
CfoStrategic Solutions Unlimited, Inc. Mar 2009 - Aug 2012Fayetteville, North Carolina, Us• Established corporate finance, accounting, and control processes, enabling robust business growth.• Manage risk by leading financial planning and analysis, maintaining the corporate insurance portfolio, and controlling strategic bid pricing.• Launched the SSU 401(k) and Long Term Incentive Plans, fully compliant defined contribution and deferred compensation programs that enhance employee retirement readiness.• Built a deal team that marketed and sold SSU in a share transaction structured as a deemed asset sale.• Adapted ongoing financial operations post-merger to maximize deal value for both buyers and sellers.
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Vice Chair, Small BusinessGreater Fayetteville Chamber Jul 2010 - Dec 2011Fayetteville, North Carolina, UsServe on the Executive Committee with a focus on helping businesses start, succeed, and grow.
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CommissionerFayetteville Zoning Commission Sep 2009 - Dec 2011Fayetteville, one of North Carolina’s largest metropolitan areas, relies on 22 citizen advisory boards and commissions to aid its Mayor and City Council in governing effectively. The citizens who volunteer for these positions are the link that connects the public to its governmental bodies. They serve as advisors who make recommendations that ultimately help make Fayetteville a better place for all.The Fayetteville Zoning Commission has 7 members who serve a two-year term. The Zoning Commission is empowered to conduct public hearings for the purpose of making recommendations to the City Council on initial zoning, rezoning, and special use permits.
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Chief Of Plans And OperationsUs Army Special Forces Command Mar 2006 - Jun 2009Arlington, Virginia, Us• Planned, coordinated, and monitored the global deployment of seven Special Forces Groups comprised of over 10,000 elite soldiers; sustained a high operational tempo while growing new units to meet increasing demand.• Leveraged the assets of other Department of Defense organizations to fund and provide subject matter expertise to the command’s next-generation, advanced special operations training courses. -
Special Forces Observer/Controller And Chief Of Special Operations Forces PlansU.S. Army Joint Readiness Training Center (Jrtc) Jul 2004 - Feb 2006• Planned and executed training for Special Forces at both JRTC and the National Training Center (NTC) at Fort Irwin, California, improving the overall readiness of forces deploying to Iraq and Afghanistan.• Conducted analysis team visits to Iraq and Afghanistan, edited team observations on special operations and conventional force integration, and published findings through the Center for Army Lessons Learned.
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Special Forces Company Commander And Battalion Executive Officer1St Battalion, 10Th Special Forces Group, Boeblingen, Germany Jul 2002 - Jul 2004• Developed a staff that was agile, responsive, and precise in its work; oversaw all battalion administrative, intelligence, maintenance, logistics, and communications functions.• Supervised the execution of a $7 million annual budget and the maintenance and accountability of over $42 million of assigned property; managed all battalion facilities and capital infrastructure.• Led soldiers on counterterrorism missions in countries across the Sahara Desert; developed indigenous security capabilities in order to accomplish long-term objectives by, with, and through our partners.
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Economics Instructor And Assistant Professor Of EconomicsDepartment Of Social Sciences, United States Military Academy, West Point, Ny Jul 1999 - Jul 2002• Redesigned an outdated senior-level Money and Banking course, incorporating new texts and computer banking simulations, and writing new lesson plans, thereby eliminating redundancies in the economics curriculum. • Selected to direct the upper-level Macroeconomics course, a core requirement for all economics majors.• Spearheaded creation of the Mitrovica Situation Center while serving as a special assistant to the United Nations Regional Administrator, facilitating crisis management in the most contentious region of Kosovo.• Recruited and screened over 200 faculty applicants as the Department Personnel Officer, attracting top talent.
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Special Forces Detachment Commander1St Battalion, 10Th Special Forces Group, Boeblingen, Germany Jul 1995 - Jul 1997• Commanded numerous special operations in Bosnia and Iraq, succeeding in isolated, ambiguous environments.
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Platoon Leader And Company Executive Officer3-325Th Airborne Battalion Combat Team, Vicenza, Italy May 1990 - Jul 1993
Steve Mannell Skills
Steve Mannell Education Details
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United States Military Academy At West PointEconomics -
Harvard Kennedy SchoolInternational Security And Political Economy
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Duke University - The Fuqua School Of BusinessGeneral
Frequently Asked Questions about Steve Mannell
What company does Steve Mannell work for?
Steve Mannell works for Aafmaa Wealth Management & Trust Llc
What is Steve Mannell's role at the current company?
Steve Mannell's current role is President @ AAFMAA Wealth Management & Trust LLC | CTFA.
What is Steve Mannell's email address?
Steve Mannell's email address is st****@****ail.com
What is Steve Mannell's direct phone number?
Steve Mannell's direct phone number is +170370*****
What schools did Steve Mannell attend?
Steve Mannell attended United States Military Academy At West Point, Harvard Kennedy School, Duke University - The Fuqua School Of Business.
What are some of Steve Mannell's interests?
Steve Mannell has interest in Consulting, Social Media, Intelligence, Financial Planning, Social Crm, Education, Finance, Strategic Planning, Government Contracts, Operations Management.
What skills is Steve Mannell known for?
Steve Mannell has skills like Leadership, Strategy, Strategic Planning, Management, Mergers And Acquisitions, Military, Risk Management, Program Management, Analysis, Dod, Banking, Special Operations.
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