MMI and Wheelhouse Analytics Announce eLearning Initiative

May 7, 2014 | Press

New Program Will Train Employees Serving the Managed Solutions Industry

Washington, DC May 07, 2014

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The Money Management Institute (MMI), the national association representing the $3.4 trillion managed investment solutions and wealth management industry, and Wheelhouse Analytics, a leading provider of innovative technology solutions to the investment management industry, today announced the launch of a new online learning platform that will provide broad-based training on managed solutions to the employees of financial services firms engaged in this fast-growing market segment. The program was developed in response to requests from MMI member firms for a scalable, cost-effective way to deliver enhanced employee education on all facets of the managed accounts business and is an extension of the highly successful, one-day workshops that MMI has been offering to employees of member firms since 2009.

Click here to read the press release

For more information about the MMI, please visit

John Ryan

John Ryan

Chief Administration Officer at Wheelhouse Analytics
John brings to Wheelhouse Analytics a diverse background of entrepreneur, corporate leadership, and sales and sales management. Prior to joining Wheelhouse Analytics, John spent 17 years in mortgage banking. He is the co-founder of two national mortgage companies; Guardian Loan Company and Epic Management Group, and was the VP of Sales for National Finance Corporation. His early career includes 5 years as a fixed income product specialist with Northern Capital Securities in Andover, MA.

John is involved in all aspects of the business including business development, legal, HR, budget and finance, vendor management, and the day-to-day operations for Wheelhouse Analytics.
John Ryan

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