Type Of Business:
Financial Services Company
Expertise:
Mrs. Managan's expertise is in providing a variety of financial services.
Major Product/SVS:
Financial Services, Balanced Portfolio Management, Municipal and Corporate Bonds, Mutual Funds, Fixed and Variable Annuities, Government and Federal Agency Securities, Retirement, Estate and Educational Planning, Life and Long-Term Insurance, Wealth Management, Charitable Giving
Hobbies/Sports:
Golfing, Tennis, Traveling, Knitting, Walking, Spending Time with her Husband
Education Degrees:
Master's Degree in Computer Science and Education, Plus 15, University of New Hampshire (1992); Bachelor's Degree in Music Education and Music Therapy, University of Missouri-Kansas City (1975)
Affiliations Awards:
MetroWest Chamber of Commerce; Resources for Seniors; Committee Member, Dream Factory; Business Women Unite; Women in Insurance & Financial Services; Board of Directors, Women United Fund; Women in Business; President, Sudbury Chapter, Business Network International
Charity:
Board of Directors, United Way; Rotary International
Number Of Years In Profession:
30
Number Of Years In Current Position:
7
What Does He/She Attribute Success To:
She attributes her success to her perseverance.
Why did you become involved in your profession or industry?:
She became involved in her profession because of her passion for working in the financial industry.
Position Responsibilities and Duties:
Managing Daily Business Operations, Overseeing the Complete Wealth Strategy that Encompasses All Financial Aspects of her Clients such as Education, Estate Planning and Retirement Planning
Education Certifications:
Certified Wealth Strategist