1,000 Trained Employees

by | Jul 8, 2015 | Announcement, Press | 0 comments

The Money Management Institute eLearning Initiative Nears the 1,000 Trained Employees Mark


WASHINGTON, D.C., July 8, 2015 – The Money Management Institute (MMI), the national association representing the $4.1 trillion investment advisory solutions (IAS) and wealth management industry, and Wheelhouse Analytics announced today that nearly 1,000 employees of MMI member firms have been trained in their jointly run Investment Advisory Solutions eLearning program.

The eLearning initiative – which MMI introduced last October in partnership with Wheelhouse Analytics, a West Chester, Pennsylvania-based technology firm – is an online learning platform that provides broad-based training in professionally managed investment advisory solutions. It enables MMI members to provide employees with advanced education on all facets of this fast-growing market segment in a highly scalable, cost-effective manner.

“The eLearning initiative, a program that fits squarely into our member service mission of Connect, Know, and Grow, is off to a great start,” said Craig D. Pfeiffer, President and CEO of MMI. “With the rapid pace of change in our industry, there is both an increasing need for and demonstrable value from this kind of training. As solutions providers, we collectively benefit by better educating our employees and equipping them to serve the financial advisors and individual investors who rely on our services.”

To read the press release in its entirety, please click here.

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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