Patrick Manning

I partner with holistic Financial Advisors and guide them through the 3 phases of their career: Growing, Scaling and Maximizing their businesses. Schedule time to learn more.

Role
Senior Advisor Development Consultant at Simplicity Group
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Patrick Manning

Specialties: Mutual Funds, Annuities, Retirement Income Planning, Business Development…

Experience

  1. Senior Advisor Development Consultant

    Simplicity Group

    Jan 2018 — Present · Phoenix, AZ, US

    I partner with holistic Financial Advisors and guide them through the 3 phases of their journey: Growing, Scaling and Maximizing their business. Schedule time to learn more.

Education

  • Philadelphia University

    Bachelor of Science, Finance and International Business

    1995 — 1999

Skills

  • Personal Training
  • Health Education
  • Series 6
  • Series 65
  • Weightlifting
  • Fitness Instruction
  • Series 7
  • Series 63
  • Investments
  • Retirement
  • Wellness Coaching
  • Cardiovascular Fitness
  • Securities Regulation
  • Variable Annuities
  • Financial Advisory
  • Asset Allocation
  • Mutual Funds
  • Trading

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