Northwestern Mutual
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founded: 1857 Subsidiaries: LearnVest, Executives: John E. Schlifske (CEO, President, Chairperson),
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22,620 Northwestern Mutual employees in database. Find out everything there's to know about Northwestern Mutual employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Northwestern Mutual Employees
Employee
Years
Job
Industry
James Wapelhorst, ChFC®, CLU®, CASL® James Wapelhorst, ChFC®, CLU®, CASL®'s Northwestern Mutual Experience January 2008 - Present
Job Financial Advisor/Field Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2008 - Present
CCDC Community Character Development Coalition June 2002 - January 2008
Education
The American College 2009 — 2013
ChFC®, Chartered Financial Consultant
The American College 2009 — 2013
CLU®, Chartered Life Underwriter
The American College 2009 — 2013
CASL®, Chartered Advisor for Senior Living
Norfolk Senior High School 2000 — 2002
Northwestern Mutual January 2008 - Present
CCDC Community Character Development Coalition June 2002 - January 2008
Education
The American College 2009 — 2013
ChFC®, Chartered Financial Consultant
The American College 2009 — 2013
CLU®, Chartered Life Underwriter
The American College 2009 — 2013
CASL®, Chartered Advisor for Senior Living
Norfolk Senior High School 2000 — 2002
Anthony Gilberto Anthony Gilberto's Northwestern Mutual Experience June 2008 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2008 - Present
Education
The American College 2010 — 2013
Certified Financial Planner
Arkansas State University 2004 — 2008
Bachelors of Science, Biology/Finance
Northwestern Mutual June 2008 - Present
Education
The American College 2010 — 2013
Certified Financial Planner
Arkansas State University 2004 — 2008
Bachelors of Science, Biology/Finance
Todd Boswell, CLU, CASL, ChFC Todd Boswell, CLU, CASL, ChFC's Northwestern Mutual Experience April 2011 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2011 - Present
Northwestern Mutual Financial Network May 2002 - March 2011
Northwestern Mutual Financial Network September 2007 - August 2009
Sears November 1985 - December 2002
Skills
Series 6, Series 63, Series 65
Education
The American College 2008 — 2012
ChFC, Chartered Financial Consultant
The American College 2007 — 2011
CASL, Certified Advisor for Senior Living
The American College 2006 — 2010
CLU, Chartered Life Underwriter, B
University of Arkansas at Little Rock 1986 — 1994
Finance, Business
Catholic High School for Boys 1982 — 1985
Northwestern Mutual April 2011 - Present
Northwestern Mutual Financial Network May 2002 - March 2011
Northwestern Mutual Financial Network September 2007 - August 2009
Sears November 1985 - December 2002
Skills
Series 6, Series 63, Series 65
Education
The American College 2008 — 2012
ChFC, Chartered Financial Consultant
The American College 2007 — 2011
CASL, Certified Advisor for Senior Living
The American College 2006 — 2010
CLU, Chartered Life Underwriter, B
University of Arkansas at Little Rock 1986 — 1994
Finance, Business
Catholic High School for Boys 1982 — 1985
Hugo M. Alves Hugo M. Alves's Northwestern Mutual Experience September 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual September 2009 - Present
Education
The American College 2011 — 2015
University of Connecticut 1995 — 2000
Bachelor of Arts
Masuk High School 1991 — 1995
Northwestern Mutual September 2009 - Present
Education
The American College 2011 — 2015
University of Connecticut 1995 — 2000
Bachelor of Arts
Masuk High School 1991 — 1995
Amy Kilpack Amy Kilpack's Northwestern Mutual Experience January 2013 - June 2014
Job Business Manager for Wes Patterson at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
Northwestern Mutual January 2013 - June 2014
United Producers Inc. November 2011 - January 2013
Education
The American College 2013 — 2016
MassMutual Financial Group July 2014 - Present
Northwestern Mutual January 2013 - June 2014
United Producers Inc. November 2011 - January 2013
Education
The American College 2013 — 2016
Kevin Bontrager, CLU, ChFC, AEP Kevin Bontrager, CLU, ChFC, AEP's Northwestern Mutual Experience December 2003 - Present
Job Wealth Management Advisor, Estate & Business Planning Specialist at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2003 - Present
Sealed Air Corporation September 1997 - December 2003
Perry Corporation 1995 - 1997
Education
The American College 2005 — 2011
Chartered Life Underwriter CLU, Chartered Financial Consultant ChFC, Accredited Estate Planner AEP, Financial Planning, Investments, Insurance, Income Taxation, Business & Estate Planning
ITT Technical Institue 1994 — 1996
EET, Engineering
Northwestern Mutual December 2003 - Present
Sealed Air Corporation September 1997 - December 2003
Perry Corporation 1995 - 1997
Education
The American College 2005 — 2011
Chartered Life Underwriter CLU, Chartered Financial Consultant ChFC, Accredited Estate Planner AEP, Financial Planning, Investments, Insurance, Income Taxation, Business & Estate Planning
ITT Technical Institue 1994 — 1996
EET, Engineering
Michael A. Lucas, CLTC Michael A. Lucas, CLTC's Northwestern Mutual Experience December 2014 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2014 - Present
Four Rivers Financial March 2014 - November 2014
Financial Stewards, LLC and its successors September 2011 - February 2014
Northwestern Mutual May 2010 - August 2011
Skills
Financial Planning, Investment Management, Wealth Management, Small Business, Financial Analysis, Series 7, Wealth, Management, Life Insurance, Marketing
Education
University of Wyoming 2008 — 2015
Masters, Finance
The American College 2015 — 2015
Certified Financial Planner
Boston University 2012 — 2014
Financial Planning Program
University of Wyoming 2003 — 2008
Bachelors, Business Administration
University of Wyoming 2003 — 2008
Bachelors, Management
Northwestern Mutual December 2014 - Present
Four Rivers Financial March 2014 - November 2014
Financial Stewards, LLC and its successors September 2011 - February 2014
Northwestern Mutual May 2010 - August 2011
Skills
Financial Planning, Investment Management, Wealth Management, Small Business, Financial Analysis, Series 7, Wealth, Management, Life Insurance, Marketing
Education
University of Wyoming 2008 — 2015
Masters, Finance
The American College 2015 — 2015
Certified Financial Planner
Boston University 2012 — 2014
Financial Planning Program
University of Wyoming 2003 — 2008
Bachelors, Business Administration
University of Wyoming 2003 — 2008
Bachelors, Management
Bob Krone Bob Krone's Northwestern Mutual Experience May 1966 - March 1994
Job Professional Photographer and Videographer at Bob Krone Photography
Industry Photography
Experience
Bob Krone Photography 2000 - Present
WMA Securities, Inc. March 1995 - March 2003
VAXA International, Inc. March 1994 - March 1995
Northwestern Mutual May 1966 - March 1994
Cape Girardeau Chamber of Commerce 1977 - 1980
Skills
Short Films, Media Production, Video, Event Photography, Art, Photography, Film, Commercials, Social Media Marketing, Fine Art, Photoshop, Social Networking, Location Scouting, Weddings, Commercial Photography, Camera, Creative Writing, Digital Photography, Lighting, Event Planning, Music Videos, Video Editing, Documentaries, Graphic Design, Editing, Public Relations, Post Production, Film Production, Cinematography, Entertainment, Editorial, Fashion Photography, Final Cut Pro, Image Editing, Multimedia, Portrait Photography, Portraits, Producing, Video Production, Videography, Wedding Photography, Photos, Fine Art Photography, Film Editing, Casting
Education
The American College 1967 — 1972
CLU, ChFC, Life Insurance, Financial Planning, Estate Planning
Southeast Missouri State University 1962 — 1966
Bachelor of Science in Business Administration, Marketing Management with Biology Minor, 3.9
Bob Krone Photography 2000 - Present
WMA Securities, Inc. March 1995 - March 2003
VAXA International, Inc. March 1994 - March 1995
Northwestern Mutual May 1966 - March 1994
Cape Girardeau Chamber of Commerce 1977 - 1980
Skills
Short Films, Media Production, Video, Event Photography, Art, Photography, Film, Commercials, Social Media Marketing, Fine Art, Photoshop, Social Networking, Location Scouting, Weddings, Commercial Photography, Camera, Creative Writing, Digital Photography, Lighting, Event Planning, Music Videos, Video Editing, Documentaries, Graphic Design, Editing, Public Relations, Post Production, Film Production, Cinematography, Entertainment, Editorial, Fashion Photography, Final Cut Pro, Image Editing, Multimedia, Portrait Photography, Portraits, Producing, Video Production, Videography, Wedding Photography, Photos, Fine Art Photography, Film Editing, Casting
Education
The American College 1967 — 1972
CLU, ChFC, Life Insurance, Financial Planning, Estate Planning
Southeast Missouri State University 1962 — 1966
Bachelor of Science in Business Administration, Marketing Management with Biology Minor, 3.9
Eric Kala, CFP®, CLU®, ChFC® Eric Kala, CFP®, CLU®, ChFC®'s Northwestern Mutual Experience September 2008 - Present
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual September 2008 - Present
United States Air Force 2002 - 2007
Education
The American College 2008 — 2014
CFP®, CLU®, ChFC®
Wayland Baptist University 2006 — 2008
B.S., Management
Northwestern Mutual September 2008 - Present
United States Air Force 2002 - 2007
Education
The American College 2008 — 2014
CFP®, CLU®, ChFC®
Wayland Baptist University 2006 — 2008
B.S., Management
Kevin A. Brown, CLU, ChFC Kevin A. Brown, CLU, ChFC's Northwestern Mutual Experience November 1991 - May 2013
Job Protect ★ Accumulate ★ Income ★ Legacy
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. May 2013 - Present
Northwestern Mutual November 1991 - May 2013
John Hancock Financial Services June 1986 - November 1991
Skills
Personal Financial..., Financial Planning, Independent Financial..., Retirement Planning, Retirement, IRA Rollovers, IRAs, Retirement Savings, Roth IRA, Qualified Retirement..., 401k, 401k Rollovers, Investment Management, Investments, Investment Advisory, Investment Strategies, Wealth Management, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, College Education..., Coverdell, 529 Plans
Education
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The University of New Mexico 1981 — 1986
Bachelor of Business Administration (B.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 1981 — 1986
Business Administration, Finance
University of Maryland College Park 1984 — 1985
Roswell High School 1978 — 1981
Gateway Financial Advisors, Inc. May 2013 - Present
Northwestern Mutual November 1991 - May 2013
John Hancock Financial Services June 1986 - November 1991
Skills
Personal Financial..., Financial Planning, Independent Financial..., Retirement Planning, Retirement, IRA Rollovers, IRAs, Retirement Savings, Roth IRA, Qualified Retirement..., 401k, 401k Rollovers, Investment Management, Investments, Investment Advisory, Investment Strategies, Wealth Management, Life Insurance, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, College Education..., Coverdell, 529 Plans
Education
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The University of New Mexico 1981 — 1986
Bachelor of Business Administration (B.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management 1981 — 1986
Business Administration, Finance
University of Maryland College Park 1984 — 1985
Roswell High School 1978 — 1981
Scott Andreozzi Jr.'s Northwestern Mutual Experience October 2013 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2013 - Present
Prudential Financial June 2012 - September 2013
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance
The American College
Northwestern Mutual October 2013 - Present
Prudential Financial June 2012 - September 2013
Education
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance
The American College
Joe Wilson, CFP®, ChFC®, CLU® Joe Wilson, CFP®, ChFC®, CLU®'s Northwestern Mutual Experience 1998 - 2001
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2006 - Present
Principal Financial Group 2005 - 2006
Wilson Brothers Financial Group 2001 - 2005
Northwestern Mutual 1998 - 2001
Skills
Wealth Management, Series 63, Investments, Series 7, Asset Allocation, Financial Advisory, Financial Services, Insurance, Wealth Management..., Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Asset Managment, Strategic Financial..., 401k, Securities, Fixed Annuities, Estate Planning, Series 6, Series 65, Portfolio Management, Management, Leadership, Public Speaking
Education
The American College 2005 — 2006
Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter programs, Financial Planning and Services
Paine College 1997 — 2001
2001, Bachelor of Science, Business Administration
TIAA-CREF 2006 - Present
Principal Financial Group 2005 - 2006
Wilson Brothers Financial Group 2001 - 2005
Northwestern Mutual 1998 - 2001
Skills
Wealth Management, Series 63, Investments, Series 7, Asset Allocation, Financial Advisory, Financial Services, Insurance, Wealth Management..., Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Asset Managment, Strategic Financial..., 401k, Securities, Fixed Annuities, Estate Planning, Series 6, Series 65, Portfolio Management, Management, Leadership, Public Speaking
Education
The American College 2005 — 2006
Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter programs, Financial Planning and Services
Paine College 1997 — 2001
2001, Bachelor of Science, Business Administration
Josh Kosnick, CLU, CLTC, ChFC Josh Kosnick, CLU, CLTC, ChFC's Northwestern Mutual Experience January 2005 - Present
Job District Director & Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2005 - Present
Anytime Fitness at University Square January 2008 - May 2013
Best Buy November 2002 - December 2004
Skills
Customer Service, Project Planning, Sales, Insurance, Finance, Strategic Financial..., Research, Social Media Marketing, Marketing, Retirement Planning, Leadership, Life Insurance, Time Management, Team Building, New Business Development, Sales Management, Social Networking
Education
The American College 2007 — 2012
CLU, ChFC, Advanced Financial Services
University of Wisconsin-Whitewater 1999 — 2002
Business
Northwestern Mutual January 2005 - Present
Anytime Fitness at University Square January 2008 - May 2013
Best Buy November 2002 - December 2004
Skills
Customer Service, Project Planning, Sales, Insurance, Finance, Strategic Financial..., Research, Social Media Marketing, Marketing, Retirement Planning, Leadership, Life Insurance, Time Management, Team Building, New Business Development, Sales Management, Social Networking
Education
The American College 2007 — 2012
CLU, ChFC, Advanced Financial Services
University of Wisconsin-Whitewater 1999 — 2002
Business
Tom Moreland, CASL, CLTC, LTCP Tom Moreland, CASL, CLTC, LTCP's Northwestern Mutual Experience 1996 - Present
Job Financial Advisor to Professionals, Business Owners & Retirees. Pratice is focused on the Kitsap & Olympic Peninsulas.
Industry Financial Services
Experience
Northwestern Mutual 1996 - Present
Habitat for Humanity of Kitsap County 2006 - 2009
Habitat for Humanity of Kitsap County 2003 - 2005
Habitat for Humanity of Kitsap County 1999 - 2005
Hillsdale College 1990 - 1995
Moreland & Company 1988 - 1993
Alpine Express Airline 1982 - 1987
Skills
Leadership, Strategic Planning, Public Speaking, Strategy, Team Building, Program Management, Leadership Development, Management, Small Business, Finance, Entrepreneurship, Marketing, Start-ups, Project Planning
Education
University of Hard Knocks 1981 — 1986
PhD, Entrepeneurialism
The American College
CASL, Chartered Advisor for Senior Living
University of Washington
Economics
Northwestern Mutual 1996 - Present
Habitat for Humanity of Kitsap County 2006 - 2009
Habitat for Humanity of Kitsap County 2003 - 2005
Habitat for Humanity of Kitsap County 1999 - 2005
Hillsdale College 1990 - 1995
Moreland & Company 1988 - 1993
Alpine Express Airline 1982 - 1987
Skills
Leadership, Strategic Planning, Public Speaking, Strategy, Team Building, Program Management, Leadership Development, Management, Small Business, Finance, Entrepreneurship, Marketing, Start-ups, Project Planning
Education
University of Hard Knocks 1981 — 1986
PhD, Entrepeneurialism
The American College
CASL, Chartered Advisor for Senior Living
University of Washington
Economics
Jonathan Piazza-Harper's Northwestern Mutual Experience January 2012 - Present
Job Director of Planning at Northwestern Mutual
Industry Financial Services
Experience
Topside Marine Services LLC March 2013 - Present
Northwestern Mutual January 2012 - Present
Topside Detailing, LLC June 2007 - Present
Northwestern Mutual April 2008 - August 2009
University of Connecticut April 2008 - May 2009
County Insurance Agency May 2007 - August 2007
The National Institute for the Clinical Application of Behavioral Medicine September 2006 - April 2007
Saugatuck Harbor Yacht Club 1998 - 2002
Skills
Entrepreneurship, Small Business..., Strategic Financial..., Financial Advisory, Series 6, Series 63, Series 65, Marine Industry, Automotive Restoration, Small Business, Start-ups, Financial Analysis, Investments, Social Media Marketing, Sales, Insurance, Employee Benefits, Social Media
Education
The American College 2013 — 2015
CFP, Financial Planning and Services
The University of Connecticut 2004 — 2009
BGS, Molecular and Cell Biology
Fairfield College Preparatory School 2000 — 2004
Topside Marine Services LLC March 2013 - Present
Northwestern Mutual January 2012 - Present
Topside Detailing, LLC June 2007 - Present
Northwestern Mutual April 2008 - August 2009
University of Connecticut April 2008 - May 2009
County Insurance Agency May 2007 - August 2007
The National Institute for the Clinical Application of Behavioral Medicine September 2006 - April 2007
Saugatuck Harbor Yacht Club 1998 - 2002
Skills
Entrepreneurship, Small Business..., Strategic Financial..., Financial Advisory, Series 6, Series 63, Series 65, Marine Industry, Automotive Restoration, Small Business, Start-ups, Financial Analysis, Investments, Social Media Marketing, Sales, Insurance, Employee Benefits, Social Media
Education
The American College 2013 — 2015
CFP, Financial Planning and Services
The University of Connecticut 2004 — 2009
BGS, Molecular and Cell Biology
Fairfield College Preparatory School 2000 — 2004
Patrick Kline's Northwestern Mutual Experience August 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual August 2011 - Present
Education
University Colorado Denver 2006 — 2010
The American College
Northwestern Mutual August 2011 - Present
Education
University Colorado Denver 2006 — 2010
The American College
DeAndre Coke's Northwestern Mutual Experience November 2010 - Present
Job Financial Advisor & Unit Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2010 - Present
Hampton Roads Chamber of Commerce Board of Directors - Chesapeake Division January 2014 - Present
Van Auken Development Inc. January 2008 - November 2010
Education
The American College 2013 — 2015
Charter Financial Consultant (ChFC)
Tidewater Community College 2007 — 2009
Associate of Science, Mechanical Drafting and Design
Northwestern Mutual November 2010 - Present
Hampton Roads Chamber of Commerce Board of Directors - Chesapeake Division January 2014 - Present
Van Auken Development Inc. January 2008 - November 2010
Education
The American College 2013 — 2015
Charter Financial Consultant (ChFC)
Tidewater Community College 2007 — 2009
Associate of Science, Mechanical Drafting and Design
Carolyn Dixon Carolyn Dixon's Northwestern Mutual Experience June 2001 - July 2012
Job Assistant Manager/Accounts Payable
Industry Accounting
Experience
Williams & Rowe Company, Inc. December 2013 - Present
Heekin Orthopedic Specialists July 2012 - October 2013
Northwestern Mutual June 2001 - July 2012
Northwestern Group Marketing Services of Jacksonville 1995 - January 1998
Skills
Employee Benefits, Benefits Administration, Health Insurance, Disability Insurance, Insurance, 401k, Long-term Care, Term Life Insurance, Medicare, Fixed Annuities, Workers Compensation, Retirement, Retirement Planning
Education
Wolfson Senior High School 1976 — 1979
The American College
Registered Health Underwriter, Health & Life Insurance
Williams & Rowe Company, Inc. December 2013 - Present
Heekin Orthopedic Specialists July 2012 - October 2013
Northwestern Mutual June 2001 - July 2012
Northwestern Group Marketing Services of Jacksonville 1995 - January 1998
Skills
Employee Benefits, Benefits Administration, Health Insurance, Disability Insurance, Insurance, 401k, Long-term Care, Term Life Insurance, Medicare, Fixed Annuities, Workers Compensation, Retirement, Retirement Planning
Education
Wolfson Senior High School 1976 — 1979
The American College
Registered Health Underwriter, Health & Life Insurance
James Domestico CLU® ChFC® James Domestico CLU® ChFC®'s Northwestern Mutual Experience July 2009 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2009 - Present
The Evergreen Center January 2008 - October 2008
Holliston High School December 2007 - March 2008
Ursinus College June 2006 - July 2006
Skills
Insurance
Education
Ursinus College 2003 — 2007
B.S., Neuroscience
The American College
Chartered Life Underwriter, Chartered Financial Consultant
Northwestern Mutual July 2009 - Present
The Evergreen Center January 2008 - October 2008
Holliston High School December 2007 - March 2008
Ursinus College June 2006 - July 2006
Skills
Insurance
Education
Ursinus College 2003 — 2007
B.S., Neuroscience
The American College
Chartered Life Underwriter, Chartered Financial Consultant
Vincent Domestico CLU® ChFC® Vincent Domestico CLU® ChFC®'s Northwestern Mutual Experience February 2008 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2008 - Present
Education
The Johns Hopkins University
B.A., Political Science, Economics
The American College
Northwestern Mutual February 2008 - Present
Education
The Johns Hopkins University
B.A., Political Science, Economics
The American College
Doug Lewin's Northwestern Mutual Experience December 2010 - January 2014
Job Client Advocate at AIC
Industry Automotive
Experience
AIC January 2014 - Present
Northwestern Mutual December 2010 - January 2014
Independent Producers of America September 2008 - December 2010
Skills
Entrepreneurship, Finance, Public Speaking, Marketing, Mentoring, Advertising, IRAs, Series 6, Small Business, Life Insurance, Insurance, Mutual Funds
Education
The American College 2012 — 2013
CLU, Insurance
Harvard Westlake School 1990 — 1995
AIC January 2014 - Present
Northwestern Mutual December 2010 - January 2014
Independent Producers of America September 2008 - December 2010
Skills
Entrepreneurship, Finance, Public Speaking, Marketing, Mentoring, Advertising, IRAs, Series 6, Small Business, Life Insurance, Insurance, Mutual Funds
Education
The American College 2012 — 2013
CLU, Insurance
Harvard Westlake School 1990 — 1995
Stacey Wisman, CLU, ChFC Stacey Wisman, CLU, ChFC's Northwestern Mutual Experience May 2004 - April 2006
Job Financial Advisor at MassMutual Arizona
Industry Financial Services
Experience
MassMutual Financial Group July 2010 - Present
Commercial Cost Solutions LLC April 2006 - July 2010
Northwestern Mutual May 2004 - April 2006
Education
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Finance, Magna Cum Laude, Honors College
The American College
CLU, Chartered Life Underwriter, A
The American College
ChFC, Chartered Financial Consultant, A
MassMutual Financial Group July 2010 - Present
Commercial Cost Solutions LLC April 2006 - July 2010
Northwestern Mutual May 2004 - April 2006
Education
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Finance, Magna Cum Laude, Honors College
The American College
CLU, Chartered Life Underwriter, A
The American College
ChFC, Chartered Financial Consultant, A
Clem Repsher, CLU, CASL, CFP Clem Repsher, CLU, CASL, CFP's Northwestern Mutual Experience April 2001 - October 2011
Job Director, Business Development & Client Planning Strategies at Calle Financial Network, LLC
Industry Financial Services
Experience
Calle Financial Network, LLC 2013 - Present
Allstate Financial Services, LLC November 2011 - June 2013
Northwestern Mutual April 2001 - October 2011
Skills
Retirement Planning, Investments, Financial Advisory, Business Development, Wealth Management, Strategic Financial..., Estate Planning
Education
Certified Financial Planner Board of Standards 2006 — 2007
Certified Financial Planner, Financial Planning and Services
The American College 2006 — 2007
Chartered Advisor for Senior Living
The American College 2001 — 2004
Chartered Life Underwriter
Calle Financial Network, LLC 2013 - Present
Allstate Financial Services, LLC November 2011 - June 2013
Northwestern Mutual April 2001 - October 2011
Skills
Retirement Planning, Investments, Financial Advisory, Business Development, Wealth Management, Strategic Financial..., Estate Planning
Education
Certified Financial Planner Board of Standards 2006 — 2007
Certified Financial Planner, Financial Planning and Services
The American College 2006 — 2007
Chartered Advisor for Senior Living
The American College 2001 — 2004
Chartered Life Underwriter
Mark Krebs, CLU Mark Krebs, CLU's Northwestern Mutual Experience 1970 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 1970 - Present
Southwestern Book Company 1966 - 1969
Skills
Retirement Planning, Strategic Financial..., Series 7, Retirement, Investments, Wealth Management, Fixed Annuities, Mutual Funds, Estate Planning, Series 63, Asset Allocation, Life Insurance, Financial Services, Financial Advisory, Personal Financial..., Wealth Accumulation, Financial Analysis, Investment Advisory, IRAs
Education
The American College
Chartered Life Underwriter (CLU), Insurance
University of Virginia 1966 — 1970
Bachelor of Arts (B.A.), Communications
Northwestern Mutual 1970 - Present
Southwestern Book Company 1966 - 1969
Skills
Retirement Planning, Strategic Financial..., Series 7, Retirement, Investments, Wealth Management, Fixed Annuities, Mutual Funds, Estate Planning, Series 63, Asset Allocation, Life Insurance, Financial Services, Financial Advisory, Personal Financial..., Wealth Accumulation, Financial Analysis, Investment Advisory, IRAs
Education
The American College
Chartered Life Underwriter (CLU), Insurance
University of Virginia 1966 — 1970
Bachelor of Arts (B.A.), Communications
Kurt Gotta, CLU, ChFC Kurt Gotta, CLU, ChFC's Northwestern Mutual Experience 1980 - 2007
Job Insurance and Investments Mass Mutual Brokerage
Industry Financial Services
Experience
Mass Mutual Brokerage 2007 - Present
Knights of Columbus 2006 - 2008
Northwestern Mutual 1980 - 2007
Skills
Estate Planning, Life Insurance, Retirement Planning, Long Term Care Planning, Disability Income..., Disability Insurance, Insurance, Long-term Care, Long Term Care Insurance, Roth IRA, Investments, IRAs, Fixed Annuities, Retirement, Finance, Financial Advisory, Strategic Financial..., Employee Benefits, Personal Finance, Financial Services, Wealth Management, Mutual Funds, Financial Analysis, Wealth, Risk Management, Small Business, Financial Planners, Leadership, Whole Life, Series 7, Banking, Wealth Management..., 401k, Investment Strategies, 401k Rollovers, Series 6, Asset Allocation, Securities, Alternative Investments, Series 63, Term Life Insurance, Mergers & Acquisitions, Tax, Investment Advisory, Wealth Accumulation, Investment Management, Loans, Variable Annuities, 529 Plans, College Savings Plans
Education
University of Notre Dame 1974 — 1978
BBA, Finance/Economics
The American College 1985 — 1986
ChFC, Financial Planning and Services
The American College 1983 — 1984
CLU, Life Underwriting
Mass Mutual Brokerage 2007 - Present
Knights of Columbus 2006 - 2008
Northwestern Mutual 1980 - 2007
Skills
Estate Planning, Life Insurance, Retirement Planning, Long Term Care Planning, Disability Income..., Disability Insurance, Insurance, Long-term Care, Long Term Care Insurance, Roth IRA, Investments, IRAs, Fixed Annuities, Retirement, Finance, Financial Advisory, Strategic Financial..., Employee Benefits, Personal Finance, Financial Services, Wealth Management, Mutual Funds, Financial Analysis, Wealth, Risk Management, Small Business, Financial Planners, Leadership, Whole Life, Series 7, Banking, Wealth Management..., 401k, Investment Strategies, 401k Rollovers, Series 6, Asset Allocation, Securities, Alternative Investments, Series 63, Term Life Insurance, Mergers & Acquisitions, Tax, Investment Advisory, Wealth Accumulation, Investment Management, Loans, Variable Annuities, 529 Plans, College Savings Plans
Education
University of Notre Dame 1974 — 1978
BBA, Finance/Economics
The American College 1985 — 1986
ChFC, Financial Planning and Services
The American College 1983 — 1984
CLU, Life Underwriting
Stephanie Turner, CLU® Stephanie Turner, CLU®'s Northwestern Mutual Experience 2005 - January 2014
Job Sales Manager and Loan Officer at Flat Branch Home Loans
Industry Financial Services
Experience
Flat Branch Home Loans February 2014 - Present
Northwestern Mutual 2005 - January 2014
Northwestern Mutual 2008 - 2011
Skills
Strategic Financial..., Investments, Leadership, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Insurance, IRAs, Small Business, Management, Finance, Public Speaking, Recruiting, Risk Management, Customer Service, Sales, Financial Planning
Education
University of Missouri-Columbia 2002 — 2006
Bachelor, Marketing
The American College
CLU
Flat Branch Home Loans February 2014 - Present
Northwestern Mutual 2005 - January 2014
Northwestern Mutual 2008 - 2011
Skills
Strategic Financial..., Investments, Leadership, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Insurance, IRAs, Small Business, Management, Finance, Public Speaking, Recruiting, Risk Management, Customer Service, Sales, Financial Planning
Education
University of Missouri-Columbia 2002 — 2006
Bachelor, Marketing
The American College
CLU
Tim Doozan, CFP® CLU® CLTC Tim Doozan, CFP® CLU® CLTC's Northwestern Mutual Experience January 2009 - Present
Job Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2009 - Present
Clear Financial Concepts, LLC March 2008 - December 2008
Wilder & Associates, Inc. January 2007 - March 2008
American Dreamscapes, LLC August 2004 - December 2006
Skills
Entrepreneurship, Leadership, Start-ups, Strategic Financial..., Insurance, Public Speaking, Retirement Planning, Finance, Management, Financial Planning
Education
The American College 2009 — 2011
Chartered Life Underwriter, Estate Planning Designation
Patrick Henry College 2000 — 2004
Bachelors
Northwestern Mutual January 2009 - Present
Clear Financial Concepts, LLC March 2008 - December 2008
Wilder & Associates, Inc. January 2007 - March 2008
American Dreamscapes, LLC August 2004 - December 2006
Skills
Entrepreneurship, Leadership, Start-ups, Strategic Financial..., Insurance, Public Speaking, Retirement Planning, Finance, Management, Financial Planning
Education
The American College 2009 — 2011
Chartered Life Underwriter, Estate Planning Designation
Patrick Henry College 2000 — 2004
Bachelors
Cathy Prosser Cathy Prosser's Northwestern Mutual Experience April 2011 - May 2014
Job Retired from Insurance
Industry Insurance
Experience
Insurance May 2014 - Present
Northwestern Mutual April 2011 - May 2014
Eidson Insurance April 1989 - March 2012
Life of Virginia February 1988 - March 1989
Gold Kist Inc. / Sunnyland Foods 1980 - 1984
Skills
Employee Benefits, Insurance, Disability Insurance, Long-term Care, 401k, New Business Development, Business Development, Health Insurance, Marketing Strategy, Sales, Life Insurance, Term Life Insurance, Small Business, Group Medical, Training, Universal Life, Health Savings Accounts
Education
The American College
CLU, CHFC, RHU, Insurance
Insurance May 2014 - Present
Northwestern Mutual April 2011 - May 2014
Eidson Insurance April 1989 - March 2012
Life of Virginia February 1988 - March 1989
Gold Kist Inc. / Sunnyland Foods 1980 - 1984
Skills
Employee Benefits, Insurance, Disability Insurance, Long-term Care, 401k, New Business Development, Business Development, Health Insurance, Marketing Strategy, Sales, Life Insurance, Term Life Insurance, Small Business, Group Medical, Training, Universal Life, Health Savings Accounts
Education
The American College
CLU, CHFC, RHU, Insurance
Angie (Angie Sayler) Killingsworth, CLU®, CFP® Angie (Angie Sayler) Killingsworth, CLU®, CFP®'s Northwestern Mutual Experience May 2008 - Present
Job Associate Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2008 - Present
Skills
Retirement Planning, Disability Insurance, Strategic Financial..., Retirement, Investments, Long-term Care, Insurance, Life Insurance, Series 7, Wealth Accumulation, Estate Planning, Finance, Financial Planning
Education
The American College
Chartered Life Underwriter
University of Alabama 2005 — 2009
Undergrad, Finance, Investment Management
Northwestern Mutual May 2008 - Present
Skills
Retirement Planning, Disability Insurance, Strategic Financial..., Retirement, Investments, Long-term Care, Insurance, Life Insurance, Series 7, Wealth Accumulation, Estate Planning, Finance, Financial Planning
Education
The American College
Chartered Life Underwriter
University of Alabama 2005 — 2009
Undergrad, Finance, Investment Management
Roger P. Jobin Roger P. Jobin's Northwestern Mutual Experience September 1998 - Present
Job Financial Representative CLU, ChFC, CASL at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 1998 - Present
Office of Public Guardian 1986 - 2012
Beaver Meadow Golf Advisory Committee 2006 - 2010
Helms & Company, Inc September 1994 - April 1998
Accounting Business Center January 1973 - September 1994
Skills
Finance, Insurance, Financial Planning, Investments, Small Business, Retirement Planning
Education
The American College 1999 — 2012
CASL, Chartered Advisor for Senior Living
The American College 1999 — 2011
ChFC, Chartered Financial Consultant
The American College 1999 — 2003
CLU, Chartered Life Underwriter
University of New Hampshire 1967 — 1972
Bachelor of Arts (BA), Zoology
Northwestern Mutual September 1998 - Present
Office of Public Guardian 1986 - 2012
Beaver Meadow Golf Advisory Committee 2006 - 2010
Helms & Company, Inc September 1994 - April 1998
Accounting Business Center January 1973 - September 1994
Skills
Finance, Insurance, Financial Planning, Investments, Small Business, Retirement Planning
Education
The American College 1999 — 2012
CASL, Chartered Advisor for Senior Living
The American College 1999 — 2011
ChFC, Chartered Financial Consultant
The American College 1999 — 2003
CLU, Chartered Life Underwriter
University of New Hampshire 1967 — 1972
Bachelor of Arts (BA), Zoology
Daniel Wachs Daniel Wachs's Northwestern Mutual Experience September 1995 - September 1997
Job Owner Atrium Wealth Advisors CFP, ChFC, CLU
Industry Financial Services
Experience
Atrium Wealth Advisors January 2012 - Present
Empowered Wealth. LC January 2011 - Present
Perpetual Wealth Management, LLC January 2007 - December 2011
Wachs Financial Group, LLC October 1997 - December 2006
Northwestern Mutual September 1995 - September 1997
Skills
We help clients to..., Offer The Wealth..., Provide..., Specialized skill set..., Specialists in..., Financial Planning, Investments, Retirement, Financial Services, Strategic Planning, Insurance, Risk Management, Retirement Planning, Wealth, Life Insurance, Sales, Customer Service, Leadership, Management
Education
The American College 2002 — 2009
CFP, ChFC, CLU, Finance, General
University of Wisconsin-Milwaukee 1987 — 1995
Bachelor of Science (BS), Business Marketing
Milwaukee Lutheran High School 1981 — 1985
Atrium Wealth Advisors January 2012 - Present
Empowered Wealth. LC January 2011 - Present
Perpetual Wealth Management, LLC January 2007 - December 2011
Wachs Financial Group, LLC October 1997 - December 2006
Northwestern Mutual September 1995 - September 1997
Skills
We help clients to..., Offer The Wealth..., Provide..., Specialized skill set..., Specialists in..., Financial Planning, Investments, Retirement, Financial Services, Strategic Planning, Insurance, Risk Management, Retirement Planning, Wealth, Life Insurance, Sales, Customer Service, Leadership, Management
Education
The American College 2002 — 2009
CFP, ChFC, CLU, Finance, General
University of Wisconsin-Milwaukee 1987 — 1995
Bachelor of Science (BS), Business Marketing
Milwaukee Lutheran High School 1981 — 1985
Stephen R. Johnson CLU®, CLTC's Northwestern Mutual Experience August 2009 - April 2014
Job Partner / Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group April 2014 - Present
Northwestern Mutual August 2009 - April 2014
Northwestern Mutual December 2004 - August 2009
Skills
Retirement, Investments, Securities, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Strategic Planning, Risk Management, Executive Compensation..., Financial Analysis, Wealth Accumulation, Employee Benefits, Business Analysis, Insurance, Disability Insurance, Long-term Care, Non-Qualified Deferred..., Succession Planning
Education
Western New England College
BSBA, Finance
The American College
CLU®
Commonwealth Financial Group April 2014 - Present
Northwestern Mutual August 2009 - April 2014
Northwestern Mutual December 2004 - August 2009
Skills
Retirement, Investments, Securities, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Strategic Planning, Risk Management, Executive Compensation..., Financial Analysis, Wealth Accumulation, Employee Benefits, Business Analysis, Insurance, Disability Insurance, Long-term Care, Non-Qualified Deferred..., Succession Planning
Education
Western New England College
BSBA, Finance
The American College
CLU®
Ian G. Mitz, CFP® Ian G. Mitz, CFP®'s Northwestern Mutual Experience November 2001 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2001 - Present
Education
Washington State University - College of Business and Economics 1998 — 2002
Bachelor of Arts, Economics
Connell High School
The American College
Financial Services
Northwestern Mutual November 2001 - Present
Education
Washington State University - College of Business and Economics 1998 — 2002
Bachelor of Arts, Economics
Connell High School
The American College
Financial Services
Jeffrey K. Neubauer's Northwestern Mutual Experience January 1983 - December 1992
Job Enjoying the journey, one photograph at a time!
Industry Photography
Experience
SolarCity December 2012 - June 2013
Transworld Systems April 2011 - April 2012
Transworld Systems August 2001 - August 2008
Prism Mortgage LLC June 1997 - July 2001
Fantastic Sam's January 1985 - July 2001
Northwestern Mutual January 1983 - December 1992
Skills
Direct Sales, Marketing Strategy, New Business Development, Closing Business, Customer Service, Financial Analysis, Financial Markets, ACT CRM, Microsoft Office, Renewable Energy, Solar Energy, Energy Efficiency, Solar PV, Sustainable Energy, Clean Energy..., Business Planning, Leadership Development, Leadership, Salesforce.com, Sales, Management, Infusionsoft, Entrepreneurship
Education
University of Wisconsin-Madison - School of Business 1979 — 1982
Bachelor of Business Administration (BBA), Marketing
Solar Energy International 2012 — 2012
Solar Professional Certificate, Solar Energy Technology/Technician
The American College 1984 — 1986
Chartered Life Underwriter - Chartered Financial Consultant, Insurance and Financial Planning
University of Wisconsin-Milwaukee 1978 — 1979
Pre-Business Freshman Courses Completed, General Studies
SolarCity December 2012 - June 2013
Transworld Systems April 2011 - April 2012
Transworld Systems August 2001 - August 2008
Prism Mortgage LLC June 1997 - July 2001
Fantastic Sam's January 1985 - July 2001
Northwestern Mutual January 1983 - December 1992
Skills
Direct Sales, Marketing Strategy, New Business Development, Closing Business, Customer Service, Financial Analysis, Financial Markets, ACT CRM, Microsoft Office, Renewable Energy, Solar Energy, Energy Efficiency, Solar PV, Sustainable Energy, Clean Energy..., Business Planning, Leadership Development, Leadership, Salesforce.com, Sales, Management, Infusionsoft, Entrepreneurship
Education
University of Wisconsin-Madison - School of Business 1979 — 1982
Bachelor of Business Administration (BBA), Marketing
Solar Energy International 2012 — 2012
Solar Professional Certificate, Solar Energy Technology/Technician
The American College 1984 — 1986
Chartered Life Underwriter - Chartered Financial Consultant, Insurance and Financial Planning
University of Wisconsin-Milwaukee 1978 — 1979
Pre-Business Freshman Courses Completed, General Studies
Philip J. Stadler, CLU®, ChFC®, CASL® Philip J. Stadler, CLU®, ChFC®, CASL®'s Northwestern Mutual Experience 1993 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual 1993 - Present
Education
The American College 2006 — 2010
CLU, ChFC, CASL, financial services
Northwestern Mutual 1993 - Present
Education
The American College 2006 — 2010
CLU, ChFC, CASL, financial services
Eric Rodriguez, CFP®'s Northwestern Mutual Experience 1999 - 2000
Job CEO & Founder Rodriguez Wealth Management, Inc.
Industry Insurance
Experience
Rodriguez Wealth Management, Inc. January 2003 - Present
Rodriguez Wealth Management DBA Eric Rodriguez Inc January 2001 - January 2003
Scottrade 2000 - 2001
Northwestern Mutual 1999 - 2000
Skills
Retirement Planning, Wealth Management..., Income for Life, Life Insurance Planning, Entrepreneurship, Life Insurance, Investments, Marketing, Public Speaking, Marketing Strategy, Microsoft Excel, Customer Service
Education
Univ. of South Florida 1995 — 2000
B.S., Finance
The American College
CFP
Rodriguez Wealth Management, Inc. January 2003 - Present
Rodriguez Wealth Management DBA Eric Rodriguez Inc January 2001 - January 2003
Scottrade 2000 - 2001
Northwestern Mutual 1999 - 2000
Skills
Retirement Planning, Wealth Management..., Income for Life, Life Insurance Planning, Entrepreneurship, Life Insurance, Investments, Marketing, Public Speaking, Marketing Strategy, Microsoft Excel, Customer Service
Education
Univ. of South Florida 1995 — 2000
B.S., Finance
The American College
CFP
Tait Cruse Tait Cruse's Northwestern Mutual Experience June 1989 - Present
Job at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 1989 - Present
Education
University of North Texas 1985 — 1989
Finance, Financial Planning and Services
The American College
Finance
Northwestern Mutual June 1989 - Present
Education
University of North Texas 1985 — 1989
Finance, Financial Planning and Services
The American College
Finance
Richard A. Koob Richard A. Koob's Northwestern Mutual Experience May 1967 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 1967 - Present
LIFE (Life and Health Insurace Foundation for Education) January 2008 - December 2008
NAIFA (National Association of Insurance and Financial Advisers) 2002 - 2003
Skills
Fixed Annuities, Retirement Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Finance, Long-term Care, Retirement, Securities, Estate Planning, 401k, Insurance, Term Life Insurance, Wealth Management, Investments, Wealth Accumulation, IRAs, Strategic Financial...
Education
The American College
AEP, CASL, ChFC, CLU
Northwestern Mutual May 1967 - Present
LIFE (Life and Health Insurace Foundation for Education) January 2008 - December 2008
NAIFA (National Association of Insurance and Financial Advisers) 2002 - 2003
Skills
Fixed Annuities, Retirement Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Finance, Long-term Care, Retirement, Securities, Estate Planning, 401k, Insurance, Term Life Insurance, Wealth Management, Investments, Wealth Accumulation, IRAs, Strategic Financial...
Education
The American College
AEP, CASL, ChFC, CLU
Robert Sharpstein Robert Sharpstein's Northwestern Mutual Experience January 1999 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 1999 - Present
Washington Mutual February 1997 - January 1999
International Assets Advisory March 1994 - February 1997
Education
The American College 2005 — 2007
CLU
Tulane University - A.B. Freeman School of Business 1977 — 1979
MBA
Tulane University 1972 — 1976
BA
Northwestern Mutual January 1999 - Present
Washington Mutual February 1997 - January 1999
International Assets Advisory March 1994 - February 1997
Education
The American College 2005 — 2007
CLU
Tulane University - A.B. Freeman School of Business 1977 — 1979
MBA
Tulane University 1972 — 1976
BA
Jeffrey Rainer ChFC®, CLU®, CASL®, CLTC Jeffrey Rainer ChFC®, CLU®, CASL®, CLTC's Northwestern Mutual Experience March 2003 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual March 2003 - Present
Education
Corporation for Long-Term Care Certification
CLTC, Financial Services
The American College
ChFC® (Chartered Financial Consultant®), Financial Services
The American College
CASL® (Chartered Advisor for Senior Living®), Financial Services
The American College
CLU® (Chartered Life Underwriter®), Financial Services
Northwestern Mutual March 2003 - Present
Education
Corporation for Long-Term Care Certification
CLTC, Financial Services
The American College
ChFC® (Chartered Financial Consultant®), Financial Services
The American College
CASL® (Chartered Advisor for Senior Living®), Financial Services
The American College
CLU® (Chartered Life Underwriter®), Financial Services
David Secor CLU, ChFC David Secor CLU, ChFC's Northwestern Mutual Experience 1997 - 2000
Job TREASURER at Franklin County
Industry Government Administration
Experience
Franklin County January 2006 - Present
Sentry Trust Company April 2000 - March 2005
Northwestern Mutual 1997 - 2000
Pa. State Police May 1987 - August 1997
Pa. State Police June 1982 - September 1987
Pa. State Police July 1972 - August 1981
Skills
Strategic Planning, Financial Analysis, Risk Management, Budgets, Financial Reporting, Accounting, Leadership, Investments, Wealth Management, Process Improvement, Project Management, Strategic Financial..., Banking, Policy, Auditing, Analysis, Microsoft Office, Forecasting, Microsoft Word, Sales, Financial Planning, Event Planning, Leadership Development, Team Building, Public Speaking
Education
The American College 1998 — 2002
ChFC, CLU, Finance
Northwestern University Traffic Institute 1981 — 1982
Police Management
Penna. State Police Academy 1972 — 1973
Law Enforcement
U.S. Coast Guard Academy 1968 — 1969
Chemical Engineering
Franklin County January 2006 - Present
Sentry Trust Company April 2000 - March 2005
Northwestern Mutual 1997 - 2000
Pa. State Police May 1987 - August 1997
Pa. State Police June 1982 - September 1987
Pa. State Police July 1972 - August 1981
Skills
Strategic Planning, Financial Analysis, Risk Management, Budgets, Financial Reporting, Accounting, Leadership, Investments, Wealth Management, Process Improvement, Project Management, Strategic Financial..., Banking, Policy, Auditing, Analysis, Microsoft Office, Forecasting, Microsoft Word, Sales, Financial Planning, Event Planning, Leadership Development, Team Building, Public Speaking
Education
The American College 1998 — 2002
ChFC, CLU, Finance
Northwestern University Traffic Institute 1981 — 1982
Police Management
Penna. State Police Academy 1972 — 1973
Law Enforcement
U.S. Coast Guard Academy 1968 — 1969
Chemical Engineering
Ann Otte Ann Otte's Northwestern Mutual Experience 2013 - Present
Job Assistant Director Field Marketing at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2013 - Present
Northwestern Mutual 2009 - 2013
Northwestern Mutual 2004 - 2009
Skills
Leadership, Mentoring, Strategic Planning, Marketing Strategy
Education
The American College 2008 — 2009
MSM, Leadership
University of Wisconsin-Milwaukee 1978 — 1982
Bachelor of Arts (B.A.), Communication
Northwestern Mutual 2013 - Present
Northwestern Mutual 2009 - 2013
Northwestern Mutual 2004 - 2009
Skills
Leadership, Mentoring, Strategic Planning, Marketing Strategy
Education
The American College 2008 — 2009
MSM, Leadership
University of Wisconsin-Milwaukee 1978 — 1982
Bachelor of Arts (B.A.), Communication
R. Harley McGriff, CLU, ChFC's Northwestern Mutual Experience November 2014 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2014 - Present
Georgia Farm Bureau July 2004 - October 2014
Skills
Property & Casualty..., Commercial Insurance, Term Life Insurance, Umbrella Insurance, Insurance, Casualty, Whole Life, Life Insurance, Fixed Annuities, Homeowners, Health Insurance, Disability Insurance, Sales, Sales Management, Marketing, Agriculture
Education
The American College 2012 — 2014
ChFC, Finance and Financial Management Services
The American College 2011 — 2013
CLU, Advanced Concepts & Applications of Life Insurance
The American College 2008 — 2009
LUTCF, FSS, Life Insurance & Financial Services
Tift County High School
Northwestern Mutual November 2014 - Present
Georgia Farm Bureau July 2004 - October 2014
Skills
Property & Casualty..., Commercial Insurance, Term Life Insurance, Umbrella Insurance, Insurance, Casualty, Whole Life, Life Insurance, Fixed Annuities, Homeowners, Health Insurance, Disability Insurance, Sales, Sales Management, Marketing, Agriculture
Education
The American College 2012 — 2014
ChFC, Finance and Financial Management Services
The American College 2011 — 2013
CLU, Advanced Concepts & Applications of Life Insurance
The American College 2008 — 2009
LUTCF, FSS, Life Insurance & Financial Services
Tift County High School
Deny Knapschaefer Deny Knapschaefer's Northwestern Mutual Experience April 1989 - December 1996
Job Financial Advisor, CLU, ChFC, CFP®
Industry Financial Services
Experience
US Freshwater Boaters Alliance 2014 - Present
Raymond James Financial Services December 1999 - Present
First Financial Bank December 1996 - Present
Robert W. Baird & Co. June 1990 - December 1996
Northwestern Mutual April 1989 - December 1996
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Banking, Credit, Financial Analysis, Investment Advisory, Finance, Insurance, Financial Planning, Securities
Education
The American College 1992 — 1995
Profiessional Designations, CLU, ChFC
Wright State University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
US Freshwater Boaters Alliance 2014 - Present
Raymond James Financial Services December 1999 - Present
First Financial Bank December 1996 - Present
Robert W. Baird & Co. June 1990 - December 1996
Northwestern Mutual April 1989 - December 1996
Skills
Wealth Management, Portfolio Management, Investments, Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Banking, Credit, Financial Analysis, Investment Advisory, Finance, Insurance, Financial Planning, Securities
Education
The American College 1992 — 1995
Profiessional Designations, CLU, ChFC
Wright State University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Michael Mihm, ChFC, CLU Michael Mihm, ChFC, CLU's Northwestern Mutual Experience December 2011 - December 2012
Job VP Senior Financial Planner BMO Private Bank
Industry Financial Services
Experience
BMO Private Bank 2013 - Present
Northwestern Mutual December 2011 - December 2012
Northwestern Mutual May 2010 - December 2011
Northwestern Mutual March 2006 - May 2010
Northwestern Mutual April 2004 - March 2006
Northwestern Mutual January 2003 - April 2004
Robert W. Baird & Co. October 2000 - December 2002
Northwestern Mutual April 1993 - September 2000
Skills
Retirement, Fixed Annuities, Portfolio Management, Sales Management, Account Management, Sales, Securities, Asset Allocation, Relationship Management, Risk Management, Financial Services, Marketing Strategy, Business Strategy, Investment Advisory, Management, Consulting, Leadership, Strategy, Management Consulting, Small Business
Education
University of Wisconsin - Madison 1985 — 1989
Bachelor of Arts (B.A.), Journalism
The American College
Chartered Financial Consultant (ChFC) 2010; Chartered Life Underwriter (CLU) 1998
BMO Private Bank 2013 - Present
Northwestern Mutual December 2011 - December 2012
Northwestern Mutual May 2010 - December 2011
Northwestern Mutual March 2006 - May 2010
Northwestern Mutual April 2004 - March 2006
Northwestern Mutual January 2003 - April 2004
Robert W. Baird & Co. October 2000 - December 2002
Northwestern Mutual April 1993 - September 2000
Skills
Retirement, Fixed Annuities, Portfolio Management, Sales Management, Account Management, Sales, Securities, Asset Allocation, Relationship Management, Risk Management, Financial Services, Marketing Strategy, Business Strategy, Investment Advisory, Management, Consulting, Leadership, Strategy, Management Consulting, Small Business
Education
University of Wisconsin - Madison 1985 — 1989
Bachelor of Arts (B.A.), Journalism
The American College
Chartered Financial Consultant (ChFC) 2010; Chartered Life Underwriter (CLU) 1998
David J. Klein, CLU, ChFC, CFP David J. Klein, CLU, ChFC, CFP's Northwestern Mutual Experience March 2004 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2004 - Present
The Minnesota Daily September 2003 - May 2004
Ameriprise Financial Services, Inc. December 2002 - May 2003
Education
University of Minnesota - Carlson School of Management 2001 — 2005
The American College
The American College
The American College
Northwestern Mutual March 2004 - Present
The Minnesota Daily September 2003 - May 2004
Ameriprise Financial Services, Inc. December 2002 - May 2003
Education
University of Minnesota - Carlson School of Management 2001 — 2005
The American College
The American College
The American College
Peter J Elliott CLU, ChFC, CASL, CLTC, AEP Peter J Elliott CLU, ChFC, CASL, CLTC, AEP's Northwestern Mutual Experience September 1973 - Present
Job Financial Advisor, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual September 1973 - Present
Education
Whitworth University 1965 — 1969
BA, Communication
The American College
CLU, ChFC, AEP, Financial Services
Northwestern Mutual September 1973 - Present
Education
Whitworth University 1965 — 1969
BA, Communication
The American College
CLU, ChFC, AEP, Financial Services
Sal Fratino's Northwestern Mutual Experience March 1987 - Present
Job Partner, Field Director at NMFN
Industry Financial Services
Experience
International Association of Approved Basketball Officials 1994 - Present
Northwestern Mutual March 1987 - Present
Marriott International 1983 - 1987
Skills
Fixed Annuities, Mutual Funds, Life Insurance, Long Term Care Insurance
Education
The American College 1993 — 1995
Chartered Life Underwriter, Insurance
University of Connecticut 1972 — 1976
B.S, Marketing
International Association of Approved Basketball Officials 1994 - Present
Northwestern Mutual March 1987 - Present
Marriott International 1983 - 1987
Skills
Fixed Annuities, Mutual Funds, Life Insurance, Long Term Care Insurance
Education
The American College 1993 — 1995
Chartered Life Underwriter, Insurance
University of Connecticut 1972 — 1976
B.S, Marketing
Trey Usry, CLU,ChFC Trey Usry, CLU,ChFC's Northwestern Mutual Experience July 2007 - March 2014
Job Estate Planner at Southern Farm Bureau
Industry Financial Services
Experience
Southern Farm Bureau May 2014 - Present
Northwestern Mutual July 2007 - March 2014
Northwestern Mutual June 2008 - October 2010
Skills
Retirement Planning, Securities, Insurance, Strategic Financial..., Fixed Annuities, Finance, Estate Planning, Disability Insurance, Series 63, Sales Management, Life Insurance, Sales, Leadership, Wealth Management, Retirement, PowerPoint, Microsoft Excel, Customer Service, Health Insurance, Financial Planning
Education
The American College 2008 — 2010
University of Mississippi 2003 — 2007
B.S., Mathematics, Science
Southern Farm Bureau May 2014 - Present
Northwestern Mutual July 2007 - March 2014
Northwestern Mutual June 2008 - October 2010
Skills
Retirement Planning, Securities, Insurance, Strategic Financial..., Fixed Annuities, Finance, Estate Planning, Disability Insurance, Series 63, Sales Management, Life Insurance, Sales, Leadership, Wealth Management, Retirement, PowerPoint, Microsoft Excel, Customer Service, Health Insurance, Financial Planning
Education
The American College 2008 — 2010
University of Mississippi 2003 — 2007
B.S., Mathematics, Science
David Bonomi CLU ChFc CAP's Northwestern Mutual Experience December 2002 - Present
Job providing sustainable financial solutions
Industry Insurance
Experience
WEST SPRINGFIELD ROTARY October 2011 - Present
Westfield Boys and Girls Club November 2010 - Present
Northwestern Mutual December 2002 - Present
NMFN December 2002 - Present
Springfield Public Schools January 2006 - 2013
UMASS ISENBERG 1999 - 2003
Skills
Exceptional Listener, Financial Understanding, Business Understanding, Patience, Finance, Strategic Planning, Project Planning, Retirement, Life Insurance, Insurance, Networking, Long-term Care, Customer Service, 401k, Disability Insurance, Marketing, Sales, Building Relationships, Time Management, Security, Public Speaking, Employee Benefits, Strategic Financial..., Asset Allocation, Health Insurance, Fixed Annuities, Retirement Planning, Fundraising, Estate Planning, Series 63, Investments, Volunteering, Leadership
Education
The American College 2004 — 2011
CLU CHFC CAP, Insurance, charitable planning
Milton
Milton
University of Massachusetts, Amherst
WEST SPRINGFIELD ROTARY October 2011 - Present
Westfield Boys and Girls Club November 2010 - Present
Northwestern Mutual December 2002 - Present
NMFN December 2002 - Present
Springfield Public Schools January 2006 - 2013
UMASS ISENBERG 1999 - 2003
Skills
Exceptional Listener, Financial Understanding, Business Understanding, Patience, Finance, Strategic Planning, Project Planning, Retirement, Life Insurance, Insurance, Networking, Long-term Care, Customer Service, 401k, Disability Insurance, Marketing, Sales, Building Relationships, Time Management, Security, Public Speaking, Employee Benefits, Strategic Financial..., Asset Allocation, Health Insurance, Fixed Annuities, Retirement Planning, Fundraising, Estate Planning, Series 63, Investments, Volunteering, Leadership
Education
The American College 2004 — 2011
CLU CHFC CAP, Insurance, charitable planning
Milton
Milton
University of Massachusetts, Amherst
Linda Scheidel's Northwestern Mutual Experience November 1987 - Present
Job CLU®, ChFC®, CASL®
Industry Financial Services
Experience
Northwestern Mutual November 1987 - Present
Education
The American College
CLU®, ChFC®, Financial Services
Northwestern Mutual November 1987 - Present
Education
The American College
CLU®, ChFC®, Financial Services
Nick Drouin, CLTC's Northwestern Mutual Experience January 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual January 2010 - Present
Northwestern Mutual March 2005 - January 2010
Education
The American College 2010 — 2012
CLU
University of New Hampshire-Manchester 2004 — 2005
Manchester Central High School 2000 — 2004
High School
University of New Hampshire-Manchester
Northwestern Mutual January 2010 - Present
Northwestern Mutual March 2005 - January 2010
Education
The American College 2010 — 2012
CLU
University of New Hampshire-Manchester 2004 — 2005
Manchester Central High School 2000 — 2004
High School
University of New Hampshire-Manchester
Chris Crubaugh, CLU ® ChFC ® Chris Crubaugh, CLU ® ChFC ®'s Northwestern Mutual Experience June 2006 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2006 - Present
Pitch2Pitch 2009 - 2014
Education
University of Saint Thomas 2002 — 2006
Financial Management
The American College 2008 — 2012
CLU, ChFC, Financial Planning and Services
Northwestern Mutual June 2006 - Present
Pitch2Pitch 2009 - 2014
Education
University of Saint Thomas 2002 — 2006
Financial Management
The American College 2008 — 2012
CLU, ChFC, Financial Planning and Services
Luke T. Meier's Northwestern Mutual Experience June 2014 - July 2015
Job Paraplanner with Biekkola & Associates, A Private Wealth Advisory practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Northwestern Mutual June 2014 - July 2015
North Star Resource Group January 2013 - June 2014
Ameriprise Financial Services, Inc. July 2011 - November 2012
Ameriprise Financial May 2010 - July 2011
Skills
Coaching, Personal Finance, Leadership, Social Media, Microsoft Office, Insurance, Sales, Finance, Investments, Life Insurance, Disability Insurance, Microsoft Excel, Wealth Management, Strategic Planning, Customer Service
Education
The American College 2015 — 2016
Financial Planning and Services
University of Wisconsin-River Falls 2003 — 2007
Bachelor of Science, Business Adminstration - Finance
New Richmond High School
Ameriprise Financial Services, Inc. September 2015 - Present
Northwestern Mutual June 2014 - July 2015
North Star Resource Group January 2013 - June 2014
Ameriprise Financial Services, Inc. July 2011 - November 2012
Ameriprise Financial May 2010 - July 2011
Skills
Coaching, Personal Finance, Leadership, Social Media, Microsoft Office, Insurance, Sales, Finance, Investments, Life Insurance, Disability Insurance, Microsoft Excel, Wealth Management, Strategic Planning, Customer Service
Education
The American College 2015 — 2016
Financial Planning and Services
University of Wisconsin-River Falls 2003 — 2007
Bachelor of Science, Business Adminstration - Finance
New Richmond High School
Jimi Curry Jimi Curry's Northwestern Mutual Experience 2008 - Present
Job Treasurer at Dallas Business Club
Industry Nonprofit Organization Management
Experience
Dallas Business Club January 2015 - Present
Thunderbird Texas Scholarship Fund 2011 - Present
Northwestern Mutual 2008 - Present
Thunderbird DFW Alumni Chapter 2012 - 2014
Compass Group 2007 - 2008
Best Buy 2003 - 2006
Lufkin State School 2001 - 2003
Education
Thunderbird School of Global Management 2007 — 2008
MA, Global Affairs and Management, Finance and Risk Management Focus
University of Texas at Tyler 2005 — 2007
BS, Political Science/International Relations
The American College
CLU
Dallas Business Club January 2015 - Present
Thunderbird Texas Scholarship Fund 2011 - Present
Northwestern Mutual 2008 - Present
Thunderbird DFW Alumni Chapter 2012 - 2014
Compass Group 2007 - 2008
Best Buy 2003 - 2006
Lufkin State School 2001 - 2003
Education
Thunderbird School of Global Management 2007 — 2008
MA, Global Affairs and Management, Finance and Risk Management Focus
University of Texas at Tyler 2005 — 2007
BS, Political Science/International Relations
The American College
CLU
Courtney Dann McAdams, CLU, ChFC Courtney Dann McAdams, CLU, ChFC's Northwestern Mutual Experience September 1996 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 1996 - Present
Education
The American College 2012 — 2015
ChFC, Financial Planning and Services
Trinity College-Hartford 1991 — 1995
BA, History
Westminster School 1987 — 1991
High School
The American College
CLU, Financial Planning and Services
Northwestern Mutual September 1996 - Present
Education
The American College 2012 — 2015
ChFC, Financial Planning and Services
Trinity College-Hartford 1991 — 1995
BA, History
Westminster School 1987 — 1991
High School
The American College
CLU, Financial Planning and Services
Dan Mirgon's Northwestern Mutual Experience 1983 - 1988
Job President at Dan Mirgon & Associates, Inc.
Industry Fund-Raising
Experience
Dan Mirgon & Associates, Inc. January 1991 - Present
Biola University 2002 - 2004
Wycliffe Associates 2001 - 2002
Union Rescue Mission Foundation 1991 - 1994
Northwestern Mutual 1983 - 1988
Prudential Financial 1982 - 1983
Skills
Fundraising, Planned Giving, Nonprofits, Annual Giving, Board Development, Stewardship, Leadership, Leadership Development, Philanthropy, Non-profits, Public Speaking, Management, Small Business, Non-profit..., Resource Development, Training, Board Relations, Board Governance, Non-profit Consulting, Non-profit Board..., Coaching, Strategy, Strategic Planning, Budgets, Organizational..., Non-profit Leadership, Major Donor Development
Education
The American College 1991 — 1999
ChFC, CLU, Financial Planning, Estate Planning
Dan Mirgon & Associates, Inc. January 1991 - Present
Biola University 2002 - 2004
Wycliffe Associates 2001 - 2002
Union Rescue Mission Foundation 1991 - 1994
Northwestern Mutual 1983 - 1988
Prudential Financial 1982 - 1983
Skills
Fundraising, Planned Giving, Nonprofits, Annual Giving, Board Development, Stewardship, Leadership, Leadership Development, Philanthropy, Non-profits, Public Speaking, Management, Small Business, Non-profit..., Resource Development, Training, Board Relations, Board Governance, Non-profit Consulting, Non-profit Board..., Coaching, Strategy, Strategic Planning, Budgets, Organizational..., Non-profit Leadership, Major Donor Development
Education
The American College 1991 — 1999
ChFC, CLU, Financial Planning, Estate Planning
Martin C. Niehaus, CLU, ChFC's Northwestern Mutual Experience 1989 - Present
Job Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual 1989 - Present
Skills
Retirement Planning, Insurance, Long-term Care, Life Insurance, Disability Insurance, Marketing, 401k, Fixed Annuities, Strategic Planning, Employee Benefits, Risk Management, Team Building, Mutual Funds, Small Business, Leadership, Project Management
Education
The American College 1995 — 1995
ChFC, Financial
The American College 1993 — 1994
CLU, Insurance
University of Kentucky 1972 — 1976
BBA, Business Administration
Danville (KY) High School 1968 — 1972
Northwestern Mutual 1989 - Present
Skills
Retirement Planning, Insurance, Long-term Care, Life Insurance, Disability Insurance, Marketing, 401k, Fixed Annuities, Strategic Planning, Employee Benefits, Risk Management, Team Building, Mutual Funds, Small Business, Leadership, Project Management
Education
The American College 1995 — 1995
ChFC, Financial
The American College 1993 — 1994
CLU, Insurance
University of Kentucky 1972 — 1976
BBA, Business Administration
Danville (KY) High School 1968 — 1972
Colin Martin Colin Martin's Northwestern Mutual Experience November 2007 - May 2010
Job Insurance Agent
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - September 2015
Colin Martin For Mayor January 2014 - May 2014
The Valley Partnership Joint Development Authority September 2010 - December 2013
Greater Columbus Georgia Chamber of Commerce May 2010 - December 2013
Northwestern Mutual November 2007 - May 2010
Winship Clinic, P.C. July 2002 - October 2007
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Small Business, Nonprofits
Education
The University of Georgia 1984 — 1988
Bachelors of Arts, English
The American College 2008 — 2017
Chartered Life Underwriter, Insurance
Pacelli 1980 — 1984
High School Diploma, College Preparatory
MassMutual Financial Group November 2014 - September 2015
Colin Martin For Mayor January 2014 - May 2014
The Valley Partnership Joint Development Authority September 2010 - December 2013
Greater Columbus Georgia Chamber of Commerce May 2010 - December 2013
Northwestern Mutual November 2007 - May 2010
Winship Clinic, P.C. July 2002 - October 2007
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Retirement, Small Business, Nonprofits
Education
The University of Georgia 1984 — 1988
Bachelors of Arts, English
The American College 2008 — 2017
Chartered Life Underwriter, Insurance
Pacelli 1980 — 1984
High School Diploma, College Preparatory
Jaclyn Mennie's Northwestern Mutual Experience April 2011 - February 2014
Job Business Systems Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank March 2015 - Present
UnitedHealth Group October 2014 - March 2015
UnitedHealth Group March 2014 - October 2014
Northwestern Mutual April 2011 - February 2014
University of Florida May 2009 - August 2009
Skills
Marketing, Customer Service, Social Media Marketing, Salesforce.com, Training, Social Media, Event Planning, Sales, Facebook, Investments, Project Management, Series 7, Risk Management, Financial Services, SCRUM
Education
University of Florida Hough Graduate School of Business 2009 — 2010
Master of Arts (M.A.), International Business; Hospitality Management
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Science (B.S.), Marketing
The American College 2011 — 2013
Chartered Life Underwriter
U.S. Bank March 2015 - Present
UnitedHealth Group October 2014 - March 2015
UnitedHealth Group March 2014 - October 2014
Northwestern Mutual April 2011 - February 2014
University of Florida May 2009 - August 2009
Skills
Marketing, Customer Service, Social Media Marketing, Salesforce.com, Training, Social Media, Event Planning, Sales, Facebook, Investments, Project Management, Series 7, Risk Management, Financial Services, SCRUM
Education
University of Florida Hough Graduate School of Business 2009 — 2010
Master of Arts (M.A.), International Business; Hospitality Management
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Science (B.S.), Marketing
The American College 2011 — 2013
Chartered Life Underwriter
Robert Gorman's Northwestern Mutual Experience November 2005 - Present
Job Wealth Management & Trusted Advisor | Estate & Business Planning Specialist | CFP®, CLU®, ChFC®, AEP® | Connector
Industry Financial Services
Experience
Northwestern Mutual November 2005 - Present
Blackbaud June 2002 - December 2003
Merrill Lynch January 2001 - June 2002
Skills
Investments, Wealth Management, Finance, Financial Planning, Business Planning, Wealth Management..., Retirement Planning, Series 7, Estate Planning, Fixed Annuities, Financial Services, Risk Management, Life Insurance, Business Development, Certified Financial..., ChFC, CLU, Consulting, Disability Insurance, Education Funding, Employee Benefits, Executive Benefit..., Group Benefit Plans, Group Insurance, Health Insurance, Cash Management, Investment Management, Investment Strategies, Bonds, Long Term Business..., Asset Protection, Long Term Care Insurance, Money Market Accounts, Money Market Funds, Mutual Funds, Problem Solving, Retirement Benefits, Retirement Income..., Retirement Plan..., Retirement Savings, Stock Management, Stock Market, Stocks, Strategic Consulting, Succession Planning, Term Life Insurance, Treasury Services, Trust Services, Variable Annuities, Wealth Preservation...
Education
The American College 2012 — 2015
Master of Science (M.S.), Financial Services
Wake Forest University 1998 — 2002
Bachelor of Science (B.S.), Management Information Systems
Northwestern Mutual November 2005 - Present
Blackbaud June 2002 - December 2003
Merrill Lynch January 2001 - June 2002
Skills
Investments, Wealth Management, Finance, Financial Planning, Business Planning, Wealth Management..., Retirement Planning, Series 7, Estate Planning, Fixed Annuities, Financial Services, Risk Management, Life Insurance, Business Development, Certified Financial..., ChFC, CLU, Consulting, Disability Insurance, Education Funding, Employee Benefits, Executive Benefit..., Group Benefit Plans, Group Insurance, Health Insurance, Cash Management, Investment Management, Investment Strategies, Bonds, Long Term Business..., Asset Protection, Long Term Care Insurance, Money Market Accounts, Money Market Funds, Mutual Funds, Problem Solving, Retirement Benefits, Retirement Income..., Retirement Plan..., Retirement Savings, Stock Management, Stock Market, Stocks, Strategic Consulting, Succession Planning, Term Life Insurance, Treasury Services, Trust Services, Variable Annuities, Wealth Preservation...
Education
The American College 2012 — 2015
Master of Science (M.S.), Financial Services
Wake Forest University 1998 — 2002
Bachelor of Science (B.S.), Management Information Systems
Colin Robertson's Northwestern Mutual Experience December 2008 - December 2014
Job Financial professional
Industry Financial Services
Experience
Franklin Financial Group, LLC December 2014 - Present
Northwestern Mutual December 2008 - December 2014
Northwestern Mutual / Strategic Employee Benefit Services December 2008 - December 2011
Education
Washington College 2001 — 2005
BA, Business Administration
The American College 2012 — 2014
CFP Certification, Financial Planning and Services
St. Mary's High School 1997 — 2001
Franklin Financial Group, LLC December 2014 - Present
Northwestern Mutual December 2008 - December 2014
Northwestern Mutual / Strategic Employee Benefit Services December 2008 - December 2011
Education
Washington College 2001 — 2005
BA, Business Administration
The American College 2012 — 2014
CFP Certification, Financial Planning and Services
St. Mary's High School 1997 — 2001
Chris Hall, CLU, CFP's Northwestern Mutual Experience April 2010 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2010 - Present
Northwestern Mutual September 2007 - March 2010
Strategic Financial Group, Northwestern Mutual May 2006 - March 2010
Skills
Financial Planning, Insurance Planning, Retirement Planning, Investments, Estate Planning, Wealth Management
Education
University of California, Los Angeles 2001 — 2005
Certified Financial Planner Board of Standard, Inc.
Certified Financial Planner (CFP)
The American College
Chartered Life Underwriter (CLU)
Northwestern Mutual April 2010 - Present
Northwestern Mutual September 2007 - March 2010
Strategic Financial Group, Northwestern Mutual May 2006 - March 2010
Skills
Financial Planning, Insurance Planning, Retirement Planning, Investments, Estate Planning, Wealth Management
Education
University of California, Los Angeles 2001 — 2005
Certified Financial Planner Board of Standard, Inc.
Certified Financial Planner (CFP)
The American College
Chartered Life Underwriter (CLU)
Marvin T. Ellis's Northwestern Mutual Experience February 2004 - August 2005
Job Financial Consultant
Industry Financial Services
Experience
Ellis Financial Group, An Independent Firm January 2015 - Present
Raymond James Financial Services, Inc. August 2005 - Present
Marvelous Multimedia, Inc May 1995 - June 2014
Weber State University August 1996 - August 2006
Northwestern Mutual February 2004 - August 2005
Skills
Strategic Financial..., Retirement, Estate Planning, Exit Strategies, Insurance, Securities, Portfolio Management, Investment Management, Long-term Care, Retirement Planning, Financial Advisory, Asset Managment
Education
The American College 2013 — 2016
Certified Financial Planner
Weber State University 1992 — 1996
BA, Technical Sales
University of Utah 1989 — 1990
Undergraduate Program
Ellis Financial Group, An Independent Firm January 2015 - Present
Raymond James Financial Services, Inc. August 2005 - Present
Marvelous Multimedia, Inc May 1995 - June 2014
Weber State University August 1996 - August 2006
Northwestern Mutual February 2004 - August 2005
Skills
Strategic Financial..., Retirement, Estate Planning, Exit Strategies, Insurance, Securities, Portfolio Management, Investment Management, Long-term Care, Retirement Planning, Financial Advisory, Asset Managment
Education
The American College 2013 — 2016
Certified Financial Planner
Weber State University 1992 — 1996
BA, Technical Sales
University of Utah 1989 — 1990
Undergraduate Program
Thomas J. Grant Thomas J. Grant's Northwestern Mutual Experience May 2015 - Present
Job Financial Advisor & College Unit Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Northwestern Mutual May 2012 - Present
American Red Cross NENY January 2012 - May 2012
Van Patten Golf Club May 2007 - January 2012
Skills
Retirement Planning, Finance, Life Insurance, Insurance, Financial Planning, Risk Management, Wealth Accumulation, Financial Services, Fixed Annuities, Social Media, Strategic Financial..., Securities, Small Business, Analysis, Wealth, Wealth Management..., Monte Carlo, Term Life Insurance, Networking
Education
The American College 2013 — 2019
Financial Education for Securities, Banking, & Insurance Professionals
State University of New York at Albany 2008 — 2012
BA in Rhetoric and Communications, Communications and Business Administration
Burnt Hills High School 2004 — 2008
Northwestern Mutual May 2015 - Present
Northwestern Mutual May 2012 - Present
American Red Cross NENY January 2012 - May 2012
Van Patten Golf Club May 2007 - January 2012
Skills
Retirement Planning, Finance, Life Insurance, Insurance, Financial Planning, Risk Management, Wealth Accumulation, Financial Services, Fixed Annuities, Social Media, Strategic Financial..., Securities, Small Business, Analysis, Wealth, Wealth Management..., Monte Carlo, Term Life Insurance, Networking
Education
The American College 2013 — 2019
Financial Education for Securities, Banking, & Insurance Professionals
State University of New York at Albany 2008 — 2012
BA in Rhetoric and Communications, Communications and Business Administration
Burnt Hills High School 2004 — 2008
Nicholas Curtis Nicholas Curtis's Northwestern Mutual Experience January 2013 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
The Ohio State University October 2009 - Present
Kroger December 2002 - March 2014
Kroger March 2009 - January 2013
The Ohio State University January 2006 - January 2009
Education
The American College 2014 — 2016
Certified Financial Planner - Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Science in Business Administration, Human Resources
Northwestern Mutual January 2013 - Present
The Ohio State University October 2009 - Present
Kroger December 2002 - March 2014
Kroger March 2009 - January 2013
The Ohio State University January 2006 - January 2009
Education
The American College 2014 — 2016
Certified Financial Planner - Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Science in Business Administration, Human Resources
Matt Callahan's Northwestern Mutual Experience February 2015 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Thornburg Investment Management June 2013 - February 2015
Northwestern Mutual April 2011 - June 2013
The Branch Law Firm May 2008 - March 2011
Dions May 2002 - October 2005
Education
The American College
ChFC
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2010
BBA, Finance
Northwestern Mutual February 2015 - Present
Thornburg Investment Management June 2013 - February 2015
Northwestern Mutual April 2011 - June 2013
The Branch Law Firm May 2008 - March 2011
Dions May 2002 - October 2005
Education
The American College
ChFC
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2010
BBA, Finance
David Sayers, CFP®, CLU®, MBA David Sayers, CFP®, CLU®, MBA's Northwestern Mutual Experience 2007 - 2013
Job Associate Wealth Partner at BGM TruNorth Wealth Partners
Industry Financial Services
Experience
CliftonLarsonAllen January 2013 - October 2014
Northwestern Mutual 2007 - 2013
3M 2004 - 2007
GE 1999 - 2004
Education
Certified Financial Planner Board of Standards, Inc.
The American College
University of Minnesota - Carlson School of Management
MBA
University of Minnesota-Twin Cities
BS, Engineering & Business Management
Stillwater Area High School, Stillwater, MN
CliftonLarsonAllen January 2013 - October 2014
Northwestern Mutual 2007 - 2013
3M 2004 - 2007
GE 1999 - 2004
Education
Certified Financial Planner Board of Standards, Inc.
The American College
University of Minnesota - Carlson School of Management
MBA
University of Minnesota-Twin Cities
BS, Engineering & Business Management
Stillwater Area High School, Stillwater, MN
Gregg T. Fujimoto, CLU, ChFC, CFP's Northwestern Mutual Experience 1974 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 1974 - Present
Skills
Risk Management, Finance, Insurance, Team Building, Securities, Asset Management, Investment Advisory, Sales, Leadership, Life Insurance, Public Speaking, Financial Analysis, Strategic Planning, Marketing, Customer Service, Time Management, Management, Coaching, Microsoft Excel, Budgets, New Business Development
Education
University of Hawaii at Manoa
Bachelor of Business Administration (BBA)
The American College
Chartered Financial Consultant (ChFC)
The American College
Chartered Life Underwriter (CLU)
Northwestern Mutual 1974 - Present
Skills
Risk Management, Finance, Insurance, Team Building, Securities, Asset Management, Investment Advisory, Sales, Leadership, Life Insurance, Public Speaking, Financial Analysis, Strategic Planning, Marketing, Customer Service, Time Management, Management, Coaching, Microsoft Excel, Budgets, New Business Development
Education
University of Hawaii at Manoa
Bachelor of Business Administration (BBA)
The American College
Chartered Financial Consultant (ChFC)
The American College
Chartered Life Underwriter (CLU)
Brian G Blanchard, CLU, ChFC, CFP, CASL Brian G Blanchard, CLU, ChFC, CFP, CASL's Northwestern Mutual Experience October 1965 - Present
Job Senior Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 1965 - Present
Northwestern Mutual Life & other major companies October 1965 - 2013
Education
The American College
University of Minnesota-Twin Cities
Northwestern Mutual October 1965 - Present
Northwestern Mutual Life & other major companies October 1965 - 2013
Education
The American College
University of Minnesota-Twin Cities
Marty McGillivary, ChFC Marty McGillivary, ChFC's Northwestern Mutual Experience May 1995 - May 2011
Job Financial Advisor with Raymond James Financial Services Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. May 2011 - Present
Eagle Financial, LLC. May 2011 - Present
Northwestern Mutual May 1995 - May 2011
Skills
Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Investments, Asset Management, Portfolio Management, Wealth Management..., Financial Advisory, Retirement, Strategic Financial..., Investment Management, Insurance, Financial Planning, Goal Planning, Public Speaking, Risk Management, Financial Management..., High Net Worth..., Medical Professionals, Small Business Owners
Education
The American College 2004 — 2007
ChFC, ChFC
Ohio University
BS Business Administration, Finance & Marketing
Raymond James Financial Inc. May 2011 - Present
Eagle Financial, LLC. May 2011 - Present
Northwestern Mutual May 1995 - May 2011
Skills
Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Investments, Asset Management, Portfolio Management, Wealth Management..., Financial Advisory, Retirement, Strategic Financial..., Investment Management, Insurance, Financial Planning, Goal Planning, Public Speaking, Risk Management, Financial Management..., High Net Worth..., Medical Professionals, Small Business Owners
Education
The American College 2004 — 2007
ChFC, ChFC
Ohio University
BS Business Administration, Finance & Marketing
Mitch Bracker Mitch Bracker's Northwestern Mutual Experience May 2013 - September 2014
Job Individual Savings Counselor at Transamerica
Industry Financial Services
Experience
Transamerica March 2015 - Present
Northwestern Mutual May 2013 - September 2014
Skills
Finance, Customer Service, Forecasting, Management, Financial Planning, Team Building, Microsoft Office, Leadership, Microsoft Excel, Financial Analysis, Series 6, Sales, Marketing, Public Speaking, Insurance, PowerPoint, Strategic Planning, Microsoft Word, Time Management, Social Media, Series 63, Disability Insurance
Education
The American College 2014 — 2015
Chartered Financial Consultant (ChFC®), Financial Planning and Services
University of Iowa 2007 — 2010
Finance, General
Transamerica March 2015 - Present
Northwestern Mutual May 2013 - September 2014
Skills
Finance, Customer Service, Forecasting, Management, Financial Planning, Team Building, Microsoft Office, Leadership, Microsoft Excel, Financial Analysis, Series 6, Sales, Marketing, Public Speaking, Insurance, PowerPoint, Strategic Planning, Microsoft Word, Time Management, Social Media, Series 63, Disability Insurance
Education
The American College 2014 — 2015
Chartered Financial Consultant (ChFC®), Financial Planning and Services
University of Iowa 2007 — 2010
Finance, General
Robert Pearson, CLU®, ChFC®, CASL® Robert Pearson, CLU®, ChFC®, CASL®'s Northwestern Mutual Experience January 2008 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2008 - Present
Education
University of Arkansas at Little Rock 1998 — 2001
BBA, Finance
The American College 2010 — 2011
Chartered Life Underwriter® (CLU®)
The American College 2011 — 2012
Chartered Financial Consultant® (ChFC®)
The American College 2013 — 2013
Chartered Advisor for Senior Living® (CASL®)
Northwestern Mutual January 2008 - Present
Education
University of Arkansas at Little Rock 1998 — 2001
BBA, Finance
The American College 2010 — 2011
Chartered Life Underwriter® (CLU®)
The American College 2011 — 2012
Chartered Financial Consultant® (ChFC®)
The American College 2013 — 2013
Chartered Advisor for Senior Living® (CASL®)
Brian Lester, CLU®, CLTC Brian Lester, CLU®, CLTC's Northwestern Mutual Experience September 1989 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 1989 - Present
Skills
Life Insurance, Disability Insurance, Retirement Planning, Leadership, Strategic Planning, Financial Analysis, Sales, Team Building, Finance, Fixed Annuities, Strategic Financial..., Retirement, Long-term Care
Education
The American College
University of Missouri-Columbia 1980 — 1984
Cassville High School 1976 — 1980
Northwestern Mutual September 1989 - Present
Skills
Life Insurance, Disability Insurance, Retirement Planning, Leadership, Strategic Planning, Financial Analysis, Sales, Team Building, Finance, Fixed Annuities, Strategic Financial..., Retirement, Long-term Care
Education
The American College
University of Missouri-Columbia 1980 — 1984
Cassville High School 1976 — 1980
Don Raymond Brewington Jr. CLU Don Raymond Brewington Jr. CLU's Northwestern Mutual Experience August 2010 - February 2014
Job CEO & Founder/ Financial Planner at Brewington Capital LLC
Industry Financial Services
Experience
Brewington Capital LLC February 2014 - Present
Northwestern Mutual August 2010 - February 2014
Liberty Partners Financial March 2009 - July 2010
Region Morgan Keegan Brokerage January 2004 - March 2009
Morgan Keegan October 2000 - January 2004
Smith Barney July 1987 - October 2000
Education
The American College 2011 — 2013
CFP,CLU,ChFC,CASL
University of Arkansas at Fayetteville
BSBA
Brewington Capital LLC February 2014 - Present
Northwestern Mutual August 2010 - February 2014
Liberty Partners Financial March 2009 - July 2010
Region Morgan Keegan Brokerage January 2004 - March 2009
Morgan Keegan October 2000 - January 2004
Smith Barney July 1987 - October 2000
Education
The American College 2011 — 2013
CFP,CLU,ChFC,CASL
University of Arkansas at Fayetteville
BSBA
Joseph Guske Joseph Guske's Northwestern Mutual Experience November 1980 - December 2002
Job Owner at Out of the BLUAV, LLC
Industry Leisure, Travel & Tourism
Experience
Out of the BLU-AV, LLC May 2013 - Present
The Affordable Angler April 2002 - Present
Northwestern Mutual November 1980 - December 2002
Bargus Corp. August 1978 - July 1980
Skills
Tourism, Vacation, Event Management, Fly-fishing Instruction, Camphost (State Parks,..., Community Outreach, Training, Restaurants, Teaching, Customer Service, Leadership, Management, Small Business, Coaching, Public Speaking
Education
Washington State University 1972 — 1975
Bachelor of Science (B.S.), Biology/Microbiology
The American College 1982 — 1986
Chartered Life Underwriter, Life and Disability Insurance
Out of the BLU-AV, LLC May 2013 - Present
The Affordable Angler April 2002 - Present
Northwestern Mutual November 1980 - December 2002
Bargus Corp. August 1978 - July 1980
Skills
Tourism, Vacation, Event Management, Fly-fishing Instruction, Camphost (State Parks,..., Community Outreach, Training, Restaurants, Teaching, Customer Service, Leadership, Management, Small Business, Coaching, Public Speaking
Education
Washington State University 1972 — 1975
Bachelor of Science (B.S.), Biology/Microbiology
The American College 1982 — 1986
Chartered Life Underwriter, Life and Disability Insurance
Jessica Modic, CLU's Northwestern Mutual Experience May 2008 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2008 - Present
Skills
Leadership, Public Speaking, Cold Calling, Coaching, Sales Management, Training, Team Building, Budgets, Event Planning, New Business Development, Management, Social Media, Time Management, Social Networking
Education
The American College 2011 — 2014
CLU, Insurance, Business and Estate Planning
Walsh University 2004 — 2008
BA, Marketing/Management/Finance
Northwestern Mutual May 2008 - Present
Skills
Leadership, Public Speaking, Cold Calling, Coaching, Sales Management, Training, Team Building, Budgets, Event Planning, New Business Development, Management, Social Media, Time Management, Social Networking
Education
The American College 2011 — 2014
CLU, Insurance, Business and Estate Planning
Walsh University 2004 — 2008
BA, Marketing/Management/Finance
Austin Getz II, CLU, CLTC Austin Getz II, CLU, CLTC's Northwestern Mutual Experience February 1982 - Present
Job Managing Director, Financial Advisor,
Industry Financial Services
Experience
Northwestern Mutual February 1982 - Present
Education
Fairmont State University
The American College
Northwestern Mutual February 1982 - Present
Education
Fairmont State University
The American College
Dave Thomas Jr, CLU Dave Thomas Jr, CLU's Northwestern Mutual Experience November 1979 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 1979 - Present
Education
The American College
Chartered Life Underwriter (CLU)
Northwestern Mutual November 1979 - Present
Education
The American College
Chartered Life Underwriter (CLU)
Karl Dettmann CHFC®, CLU®, CLTC Karl Dettmann CHFC®, CLU®, CLTC's Northwestern Mutual Experience February 2010 - Present
Job Wealth Management Advisor with Northwestern Mutual
Industry Computer Software
Experience
Northwestern Mutual February 2010 - Present
Mattel May 2006 - April 2010
Design2Digital June 1997 - June 2009
University of Wisconsin - La Crosse November 2002 - May 2006
The F. Dohmen Co. May 2005 - September 2005
Skills
Social Media, Public Speaking, Negotiation, Software Development, Flash, Project Management
Education
CLTC 2013 — 2014
CLTC-Certified in Long Term Care
The American College 2010 — 2014
CLU-Chartered Life Underwriter
University of Wisconsin-La Crosse 2003 — 2006
BS, Information Systems, Accounting
The American College
ChFC-Chartered Financial Consultant
University of Wisconsin-Whitewater
Northwestern Mutual February 2010 - Present
Mattel May 2006 - April 2010
Design2Digital June 1997 - June 2009
University of Wisconsin - La Crosse November 2002 - May 2006
The F. Dohmen Co. May 2005 - September 2005
Skills
Social Media, Public Speaking, Negotiation, Software Development, Flash, Project Management
Education
CLTC 2013 — 2014
CLTC-Certified in Long Term Care
The American College 2010 — 2014
CLU-Chartered Life Underwriter
University of Wisconsin-La Crosse 2003 — 2006
BS, Information Systems, Accounting
The American College
ChFC-Chartered Financial Consultant
University of Wisconsin-Whitewater
Sarah Hines, ChFC®'s Northwestern Mutual Experience March 2010 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2010 - Present
Chandelier Productions 2009 - Present
FDIC October 2009 - November 2009
Hillcrest Bank Florida November 2006 - November 2009
Re/Max Results Realty - The Sandlin Team 2005 - 2006
Skills
Event Planning, Series 6, Marketing, Insurance, Management, Finance, Investments, Operations Management
Education
The American College 2013 — 2014
ChFC® - Chartered Financial Consultant
Edison College
Northwestern Mutual March 2010 - Present
Chandelier Productions 2009 - Present
FDIC October 2009 - November 2009
Hillcrest Bank Florida November 2006 - November 2009
Re/Max Results Realty - The Sandlin Team 2005 - 2006
Skills
Event Planning, Series 6, Marketing, Insurance, Management, Finance, Investments, Operations Management
Education
The American College 2013 — 2014
ChFC® - Chartered Financial Consultant
Edison College
Stacy Miller-Jackson, CLU®, ChFC®, CLTC, CASL®'s Northwestern Mutual Experience December 2008 - Present
Job Office Manager and Associate Financial Rep at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2008 - Present
Northwestern Mutual March 2006 - November 2008
Skills
Retirement Planning, Disability Insurance, Life Insurance, Strategic Financial..., Long-term Care, Investments, Insurance, Risk Management, Retirement, Customer Service
Education
The American College 2008 — 2012
CLU, ChFC, CASL, Financial Planning
Northwestern Mutual December 2008 - Present
Northwestern Mutual March 2006 - November 2008
Skills
Retirement Planning, Disability Insurance, Life Insurance, Strategic Financial..., Long-term Care, Investments, Insurance, Risk Management, Retirement, Customer Service
Education
The American College 2008 — 2012
CLU, ChFC, CASL, Financial Planning
Peter Murphy Peter Murphy's Northwestern Mutual Experience October 2012 - November 2013
Job Vice President, Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank November 2013 - Present
Northwestern Mutual October 2012 - November 2013
Northwestern Mutual Financial Network July 2010 - October 2012
The Bank of New York Mellon Trust Company April 2009 - April 2010
Deutsche Bank National Trust Company August 2007 - April 2009
The Bank of New York Trust Company September 2004 - August 2007
U.S. Bank National Association September 1997 - September 2004
Skills
Financial Analysis, Finance, CRM, Insurance, Investments, Life Insurance, Sales, Budgets
Education
The American College 2011 — 2012
CFP, Financial Planning and Services
University of Massachusetts at Lowell 1989 — 1994
B.S., Business Administration; Finance
Central Catholic High School 1985 — 1989
U.S. Bank November 2013 - Present
Northwestern Mutual October 2012 - November 2013
Northwestern Mutual Financial Network July 2010 - October 2012
The Bank of New York Mellon Trust Company April 2009 - April 2010
Deutsche Bank National Trust Company August 2007 - April 2009
The Bank of New York Trust Company September 2004 - August 2007
U.S. Bank National Association September 1997 - September 2004
Skills
Financial Analysis, Finance, CRM, Insurance, Investments, Life Insurance, Sales, Budgets
Education
The American College 2011 — 2012
CFP, Financial Planning and Services
University of Massachusetts at Lowell 1989 — 1994
B.S., Business Administration; Finance
Central Catholic High School 1985 — 1989
Phillip Washington Jr. Phillip Washington Jr.'s Northwestern Mutual Experience January 2006 - May 2014
Job Adviser Partner
Industry Investment Management
Experience
7th Harvest Investments May 2014 - Present
Northwestern Mutual January 2006 - May 2014
Education
The American College 2011 — 2012
Chartered Financial Consultant
The American College 2009 — 2011
Chartered Life Underwriter
The University of Texas at San Antonio 2002 — 2006
Bachelor of Business Administration (BBA), Finance
7th Harvest Investments May 2014 - Present
Northwestern Mutual January 2006 - May 2014
Education
The American College 2011 — 2012
Chartered Financial Consultant
The American College 2009 — 2011
Chartered Life Underwriter
The University of Texas at San Antonio 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Gregory Telge CLU®, ChFC®, CFP®, MSFS, REBC, AEP Gregory Telge CLU®, ChFC®, CFP®, MSFS, REBC, AEP's Northwestern Mutual Experience January 1974 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 1974 - Present
Education
The American College 1996 — 1997
MSFS, Finance
Northwestern Mutual January 1974 - Present
Education
The American College 1996 — 1997
MSFS, Finance
Clyde Reasner Clyde Reasner's Northwestern Mutual Experience June 1982 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 1982 - Present
Findlay Estate Planners 1994 - 2015
NAIFA-Findlay June 1982 - 2015
Skills
Long-term Care, Retirement, Investments, Training, Risk Management, Retirement Planning, Customer Service, Business Analysis, Finance, Leadership, Strategic Planning, Financial Advisory, Securities
Education
The American College
LUTCF, CLU, ChFC, CASL, RICP, Financial Services
University of Findlay
Bachelor's degree
Northwestern Mutual June 1982 - Present
Findlay Estate Planners 1994 - 2015
NAIFA-Findlay June 1982 - 2015
Skills
Long-term Care, Retirement, Investments, Training, Risk Management, Retirement Planning, Customer Service, Business Analysis, Finance, Leadership, Strategic Planning, Financial Advisory, Securities
Education
The American College
LUTCF, CLU, ChFC, CASL, RICP, Financial Services
University of Findlay
Bachelor's degree
Justin Rebman, CLU, ChFC, CASL, CAP Justin Rebman, CLU, ChFC, CASL, CAP's Northwestern Mutual Experience August 2003 - Present
Job Financial Consultant
Industry Financial Services
Experience
Northwestern Mutual August 2003 - Present
Chartered Financial Consultant August 2003 - Present
Chartered Financial Consultant August 2003 - Present
Green Bay Area Chamber of Commerce 2007 - 2011
Northwestern Mutual August 2003 - December 2006
Skills
Insurance, Financial Planning, Investments, Retirement, Tax, Retirement Planning, Wealth Accumulation, Estate Planning, Life Insurance, 401k Rollovers, Wealth Management, Income Protection, Personal Financial..., Strategic Financial..., Management, 401k, Long Term Care Insurance, IRAs, Disability Insurance, Long-term Care, Finance, Small Business, Leadership, Fixed Annuities, Mutual Funds, Financial Services
Education
The American College 2011 — 2011
CAP, Philanthropy
The American College 2010 — 2010
CASL, Chartered Advisor for Senior Living
The American College 2007 — 2009
CLU, Insurance and Investments
The American College 2007 — 2009
ChFC, Finance and Insurance
University of Wisconsin-Green Bay 2002 — 2009
Business, Finance, and Psychology
Anthony Robbins
Fox Valley Lutheran
University of Wisconsin-Milwaukee - Lubar School of Business
Business
Northwestern Mutual August 2003 - Present
Chartered Financial Consultant August 2003 - Present
Chartered Financial Consultant August 2003 - Present
Green Bay Area Chamber of Commerce 2007 - 2011
Northwestern Mutual August 2003 - December 2006
Skills
Insurance, Financial Planning, Investments, Retirement, Tax, Retirement Planning, Wealth Accumulation, Estate Planning, Life Insurance, 401k Rollovers, Wealth Management, Income Protection, Personal Financial..., Strategic Financial..., Management, 401k, Long Term Care Insurance, IRAs, Disability Insurance, Long-term Care, Finance, Small Business, Leadership, Fixed Annuities, Mutual Funds, Financial Services
Education
The American College 2011 — 2011
CAP, Philanthropy
The American College 2010 — 2010
CASL, Chartered Advisor for Senior Living
The American College 2007 — 2009
CLU, Insurance and Investments
The American College 2007 — 2009
ChFC, Finance and Insurance
University of Wisconsin-Green Bay 2002 — 2009
Business, Finance, and Psychology
Anthony Robbins
Fox Valley Lutheran
University of Wisconsin-Milwaukee - Lubar School of Business
Business
Hope Feller Hope Feller's Northwestern Mutual Experience 2008 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2008 - Present
Hope Feller, Inc. 1985 - 1994
Skills
Financial Planning, Finance, Insurance, Investments, Family Businesses, Estate Planning, Financial Analysis, Wealth Accumulation, Retirement, Retirement Planning, Strategic Financial..., Securities, Due Diligence, Wealth Management, Risk Management, 401k, Strategic Planning, Financial Risk, Financial Services, Accounting, Financial Modeling, Portfolio Management, Leadership
Education
The American College 2014 — 2016
CFP, Banking, Corporate, Finance, and Securities Law
The American College 2011 — 2012
Series 6, and 63, Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1977 — 1981
BFA
Northwestern Mutual 2008 - Present
Hope Feller, Inc. 1985 - 1994
Skills
Financial Planning, Finance, Insurance, Investments, Family Businesses, Estate Planning, Financial Analysis, Wealth Accumulation, Retirement, Retirement Planning, Strategic Financial..., Securities, Due Diligence, Wealth Management, Risk Management, 401k, Strategic Planning, Financial Risk, Financial Services, Accounting, Financial Modeling, Portfolio Management, Leadership
Education
The American College 2014 — 2016
CFP, Banking, Corporate, Finance, and Securities Law
The American College 2011 — 2012
Series 6, and 63, Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1977 — 1981
BFA
Michael Casey, CLTC, CLU Michael Casey, CLTC, CLU's Northwestern Mutual Experience April 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual April 2008 - Present
T-Mobile 2003 - 2008
Skills
Retirement Planning, Investments, Customer Service, Financial Advisory, Finance, Microsoft Excel, Microsoft Office, Insurance, Financial Analysis, Education Savings, Financial Planning, Problem Solving, Marketing, Risk Management, Leadership, Financial Services, Long-term Care, Training, Public Speaking, Strategic Planning, Mutual Funds
Education
The American College 2008 — 2012
CLU
University of Massachusetts Boston 2002 — 2006
Bachelor of Science (B.S.), Business Management
Woodland Park High School 1998 — 2002
Barnstable West Barnstable
Northwestern Mutual April 2008 - Present
T-Mobile 2003 - 2008
Skills
Retirement Planning, Investments, Customer Service, Financial Advisory, Finance, Microsoft Excel, Microsoft Office, Insurance, Financial Analysis, Education Savings, Financial Planning, Problem Solving, Marketing, Risk Management, Leadership, Financial Services, Long-term Care, Training, Public Speaking, Strategic Planning, Mutual Funds
Education
The American College 2008 — 2012
CLU
University of Massachusetts Boston 2002 — 2006
Bachelor of Science (B.S.), Business Management
Woodland Park High School 1998 — 2002
Barnstable West Barnstable
W. Keith Schmidt, CLU, ChFC, CASL's Northwestern Mutual Experience August 1985 - September 2015
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual August 1985 - September 2015
Northwestern Mutual Life August 1985 - September 2015
Skills
Wealth Management, Insurance, Investments, Finance, Financial Advisory
Education
The American College 2011 — 2015
CASL, Financial Planning with emphasis on the needs of Seniors
The American College 1985 — 1987
ChFC, Financial Services
The American College 1985 — 1986
CLU, Insurance
Northeastern University 1979 — 1984
BSBA, Finance & Insurance
Northwestern Mutual August 1985 - September 2015
Northwestern Mutual Life August 1985 - September 2015
Skills
Wealth Management, Insurance, Investments, Finance, Financial Advisory
Education
The American College 2011 — 2015
CASL, Financial Planning with emphasis on the needs of Seniors
The American College 1985 — 1987
ChFC, Financial Services
The American College 1985 — 1986
CLU, Insurance
Northeastern University 1979 — 1984
BSBA, Finance & Insurance
Randy R Giese Randy R Giese's Northwestern Mutual Experience March 2011 - May 2011
Job at
Industry Consumer Services
Experience
EMPOWER Retirement December 2013 - Present
Great-West Financial December 2013 - January 2015
CORESTAFF Services November 2013 - December 2013
Spee-Dee Delivery December 2011 - November 2013
Northwestern Mutual March 2011 - May 2011
American General Life Companies 1999 - July 2009
Giese and Associates March 1981 - February 2003
Skills
Customer Service, Insurance, Sales, Marketing, Training, Fixed Annuities, Life Insurance, Sales Operations, Process Improvement, Team Building, Team Leadership, Strategic Planning, Access, Long-term Care, Leadership, Public Speaking, Term Life Insurance, Product Marketing, Health Insurance, Business Planning, Disability Insurance, Retirement, Financial Services, Time Management, Customer Retention, Universal Life, Customer Satisfaction, Underwriting, Employee Benefits, Brokers, Whole Life, Series 6, General Insurance, Series 63
Education
University of Wisconsin-Oshkosh 1973 — 1977
BA, Business Administration
Milwaukee Lutheran High School 1970 — 1973
The American College
CLU, LUTCF, Financial
EMPOWER Retirement December 2013 - Present
Great-West Financial December 2013 - January 2015
CORESTAFF Services November 2013 - December 2013
Spee-Dee Delivery December 2011 - November 2013
Northwestern Mutual March 2011 - May 2011
American General Life Companies 1999 - July 2009
Giese and Associates March 1981 - February 2003
Skills
Customer Service, Insurance, Sales, Marketing, Training, Fixed Annuities, Life Insurance, Sales Operations, Process Improvement, Team Building, Team Leadership, Strategic Planning, Access, Long-term Care, Leadership, Public Speaking, Term Life Insurance, Product Marketing, Health Insurance, Business Planning, Disability Insurance, Retirement, Financial Services, Time Management, Customer Retention, Universal Life, Customer Satisfaction, Underwriting, Employee Benefits, Brokers, Whole Life, Series 6, General Insurance, Series 63
Education
University of Wisconsin-Oshkosh 1973 — 1977
BA, Business Administration
Milwaukee Lutheran High School 1970 — 1973
The American College
CLU, LUTCF, Financial
Aaron Smaagaard, CFP®, CLU®, ChFC® Aaron Smaagaard, CFP®, CLU®, ChFC®'s Northwestern Mutual Experience March 2006 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2006 - Present
Skills
Finance, Retirement Planning, Estate Planning, Fixed Annuities, Financial Planning, Management, Leadership, Life Insurance, Mutual Funds, Investments, Retirement, Long Term Care Insurance
Education
The American College 2009 — 2013
Chartered Financial Consultant
The American College 2009 — 2012
Chartered Life Underwriter
Certified Financial Planner Board of Standards 2009 — 2011
Certified Financial Planner, Financial Planning and Services
University of Minnesota-Twin Cities
Bachelor of Science, Applied Economics with Emphasis in Financial Management
Northwestern Mutual March 2006 - Present
Skills
Finance, Retirement Planning, Estate Planning, Fixed Annuities, Financial Planning, Management, Leadership, Life Insurance, Mutual Funds, Investments, Retirement, Long Term Care Insurance
Education
The American College 2009 — 2013
Chartered Financial Consultant
The American College 2009 — 2012
Chartered Life Underwriter
Certified Financial Planner Board of Standards 2009 — 2011
Certified Financial Planner, Financial Planning and Services
University of Minnesota-Twin Cities
Bachelor of Science, Applied Economics with Emphasis in Financial Management
Bill Doerr, CLU, ChFC Bill Doerr, CLU, ChFC's Northwestern Mutual Experience 1972 - 1976
Job I help financial advisors get new clients!
Industry Professional Training & Coaching
Experience
SellMore Marketing, LLC 2000 - Present
Duct Tape Marketing 2005 - Present
TheNationalNetworker.com 2006 - 2011
TEM Associates 1995 - 2005
William J. Doerr and Associates, LLC 1989 - 1995
LIMRA International 1984 - 1989
Concept Marketing 1981 - 1984
Connecticut Mutual Life 1976 - 1981
Northwestern Mutual 1972 - 1976
Skills
business growth..., Marketing Strategy, Copywriting, Sales Process, Business, Social Media Marketing, Marketing, Marketing Communications, Blogging, Public Speaking, Social Media, Strategy, Lead Generation, Coaching, Small Business, Training, New Business Development, Entrepreneurship, Selling, Leadership, Public Relations, Sales, Business Planning, Management Consulting, Business Development, Customer Service, Business Networking, Referral Networking, Building Strong..., Online Marketing, Social Networking, Time Management, Referrals, CRM, Email Marketing, Online Advertising, Strategic Planning, Networking, Management, Interviews, Business Strategy, Consulting, Start-ups, Leadership Development, SEO, Strategic Partnerships, Advertising, Newsletters, Fundraising, Budgets
Education
The University of Connecticut 1969 — 1973
BA
The American College 1976 — 1981
CLU and ChFC
NWCH 1966 — 1969
diploma
SellMore Marketing, LLC 2000 - Present
Duct Tape Marketing 2005 - Present
TheNationalNetworker.com 2006 - 2011
TEM Associates 1995 - 2005
William J. Doerr and Associates, LLC 1989 - 1995
LIMRA International 1984 - 1989
Concept Marketing 1981 - 1984
Connecticut Mutual Life 1976 - 1981
Northwestern Mutual 1972 - 1976
Skills
business growth..., Marketing Strategy, Copywriting, Sales Process, Business, Social Media Marketing, Marketing, Marketing Communications, Blogging, Public Speaking, Social Media, Strategy, Lead Generation, Coaching, Small Business, Training, New Business Development, Entrepreneurship, Selling, Leadership, Public Relations, Sales, Business Planning, Management Consulting, Business Development, Customer Service, Business Networking, Referral Networking, Building Strong..., Online Marketing, Social Networking, Time Management, Referrals, CRM, Email Marketing, Online Advertising, Strategic Planning, Networking, Management, Interviews, Business Strategy, Consulting, Start-ups, Leadership Development, SEO, Strategic Partnerships, Advertising, Newsletters, Fundraising, Budgets
Education
The University of Connecticut 1969 — 1973
BA
The American College 1976 — 1981
CLU and ChFC
NWCH 1966 — 1969
diploma
Jason W. Lewis CLU, ChFC Jason W. Lewis CLU, ChFC's Northwestern Mutual Experience 2002 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual 2002 - Present
Education
Widener University 1989 — 1993
The American College
Northwestern Mutual 2002 - Present
Education
Widener University 1989 — 1993
The American College
Daniel G. Krivos Daniel G. Krivos's Northwestern Mutual Experience 2000 - Present
Job Managing Director / Wealth Management Advisor, Northwestern Mutual Elm Grove
Industry Financial Services
Experience
Northwestern Mutual 2000 - Present
Education
The American College 2007 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Leadership Fellow, Finance and Financial Management Services
University of Wisconsin-Whitewater 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
Northwestern Mutual 2000 - Present
Education
The American College 2007 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Leadership Fellow, Finance and Financial Management Services
University of Wisconsin-Whitewater 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
Clark Champeau Clark Champeau's Northwestern Mutual Experience February 1982 - Present
Job Financial Representative, CLU
Industry Financial Services
Experience
Northwestern Mutual February 1982 - Present
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Key Person Insurance, Strategic Financial..., Long Term Care Insurance, Wealth Accumulation, Investments, Disability Insurance, Finance, Retirement, Long-term Care, Customer Service, Leadership, Sales, Series 7, Team Building, Financial Planning, Strategic Planning
Education
University of Wisconsin-Eau Claire 1977 — 1981
BBA, Marketing, Finance
The American College
Northwestern Mutual February 1982 - Present
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Key Person Insurance, Strategic Financial..., Long Term Care Insurance, Wealth Accumulation, Investments, Disability Insurance, Finance, Retirement, Long-term Care, Customer Service, Leadership, Sales, Series 7, Team Building, Financial Planning, Strategic Planning
Education
University of Wisconsin-Eau Claire 1977 — 1981
BBA, Marketing, Finance
The American College
Stephen R. Shanley, CLU, ChFC Stephen R. Shanley, CLU, ChFC's Northwestern Mutual Experience January 1995 - Present
Job Managing Director, Wealth Management Advisor at Northwestern Mutual, Edwards, Vail Valley, CO
Industry Financial Services
Experience
Northwestern Mutual January 1995 - Present
Vail Resorts January 1985 - January 1995
Skills
Investments, Strategy, Wealth Management, Insurance, Mutual Funds, Finance, Risk Management, Management, Strategic Planning, Securities, Small Business, Analysis, Real Estate, Financial Advisory, Customer Service, Financial Analysis
Education
The American College 2003 — 2006
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
University of Northern Colorado 1978 — 1982
BA, Business Administration, Journalism
Northwestern Mutual January 1995 - Present
Vail Resorts January 1985 - January 1995
Skills
Investments, Strategy, Wealth Management, Insurance, Mutual Funds, Finance, Risk Management, Management, Strategic Planning, Securities, Small Business, Analysis, Real Estate, Financial Advisory, Customer Service, Financial Analysis
Education
The American College 2003 — 2006
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
University of Northern Colorado 1978 — 1982
BA, Business Administration, Journalism
Jeannie M. Fowle, CLU Jeannie M. Fowle, CLU's Northwestern Mutual Experience 1995 - 1998
Job Proprietor at CSI: Delaware (Consulting Services Incorporated)
Industry Insurance
Experience
CSI: Delaware (Consulting Services Incorporated) January 2008 - Present
Northwestern Mutual Financial Network October 2000 - May 2006
Northwestern Mutual 1995 - 1998
Skills
Management, Disability Insurance, Retirement Planning, Recruiting, Leadership Development, Social Media, Strategic Financial..., Insurance, Event Planning, Team Building, Life Insurance, Strategic Planning, Finance, Financial Services
Education
The American College 2001 — 2003
CLU
University of Wisconsin-Milwaukee 1988 — 1992
Bachelor of Arts (B.A.), Organizational Communication, General
CSI: Delaware (Consulting Services Incorporated) January 2008 - Present
Northwestern Mutual Financial Network October 2000 - May 2006
Northwestern Mutual 1995 - 1998
Skills
Management, Disability Insurance, Retirement Planning, Recruiting, Leadership Development, Social Media, Strategic Financial..., Insurance, Event Planning, Team Building, Life Insurance, Strategic Planning, Finance, Financial Services
Education
The American College 2001 — 2003
CLU
University of Wisconsin-Milwaukee 1988 — 1992
Bachelor of Arts (B.A.), Organizational Communication, General
Kaitlin Drennan's Northwestern Mutual Experience September 2012 - Present
Job Executive Director of Recruitment at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2012 - Present
Axius Financial 2012 - 2012
Merrill Lynch 2011 - 2011
Skills
Recruiting, Customer Service, Leadership, Social Networking, Cold Calling, Sales, Event Planning, Public Speaking, PowerPoint, Social Media, Account Management, Leadership Development, Social Media Marketing
Education
The American College 2013 — 2016
Chartered Life Underwriter
University of Arkansas at Fayetteville 2007 — 2011
Bachelor's Degree, International Relations
St. Thomas Aquinas High School
Northwestern Mutual September 2012 - Present
Axius Financial 2012 - 2012
Merrill Lynch 2011 - 2011
Skills
Recruiting, Customer Service, Leadership, Social Networking, Cold Calling, Sales, Event Planning, Public Speaking, PowerPoint, Social Media, Account Management, Leadership Development, Social Media Marketing
Education
The American College 2013 — 2016
Chartered Life Underwriter
University of Arkansas at Fayetteville 2007 — 2011
Bachelor's Degree, International Relations
St. Thomas Aquinas High School
Joseph Milano CLU, CLTC's Northwestern Mutual Experience March 2002 - June 2014
Job Managing Director at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network July 2014 - Present
Northwestern Mutual March 2002 - June 2014
Scudder Stevens and Clark 1998 - 1999
Skills
Life, Accident, and..., FINRA Series...
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
The American College
Chartered Life Underwriter
Villanova University 1998 — 2001
Xavier High School 1994 — 1998
High School
SJHA
AIG Financial Network July 2014 - Present
Northwestern Mutual March 2002 - June 2014
Scudder Stevens and Clark 1998 - 1999
Skills
Life, Accident, and..., FINRA Series...
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
The American College
Chartered Life Underwriter
Villanova University 1998 — 2001
Xavier High School 1994 — 1998
High School
SJHA
Lee VonGunten's Northwestern Mutual Experience May 1982 - May 1990
Job GM/EVP Craigville Telephone Co/AdamsWells Internet Telecom TV
Industry Telecommunications
Experience
Craigville Telephone Company, Inc. May 1990 - Present
Northwestern Mutual May 1982 - May 1990
Skills
Telecommunications, Leadership, Strategic Planning, Sales, VoIP, Sales Management, Customer Service, New Business Development, Team Building, Wireless, Business Development, IP, Product Management, Team Leadership, Management
Education
The American College
Chartered Financial Consultant, Financial Services
Craigville Telephone Company, Inc. May 1990 - Present
Northwestern Mutual May 1982 - May 1990
Skills
Telecommunications, Leadership, Strategic Planning, Sales, VoIP, Sales Management, Customer Service, New Business Development, Team Building, Wireless, Business Development, IP, Product Management, Team Leadership, Management
Education
The American College
Chartered Financial Consultant, Financial Services
Kimberly Rietfors's Northwestern Mutual Experience
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual
Skills
Risk Management, Life Insurance, Individual Life, Retirement Planning, Personal Finance, CLU
Education
Chapman University, The George L. Argyros School of Business and Economics 1997 — 2001
The American College
Northwestern Mutual
Skills
Risk Management, Life Insurance, Individual Life, Retirement Planning, Personal Finance, CLU
Education
Chapman University, The George L. Argyros School of Business and Economics 1997 — 2001
The American College
Melissa (Ahearn) Lange's Northwestern Mutual Experience January 2008 - Present
Job Financial Advisor, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2008 - Present
Teach For America January 2012 - Present
Boys Hope Girls Hope December 2009 - Present
Skills
Leadership, Estate Planning, Investments, Insurance, Strategic Financial..., Conflict Resolution, Public Speaking, Fundraising, Strategic Planning, Retirement Planning, CRM, Online Advertising, Retirement, Real Estate, Small Business, Charitable Gift Planning, Morningstar
Education
The American College 2008 — 2010
C.L.U., Chartered Life Underwriter
University of California, Santa Barbara 2003 — 2006
BA
Northwestern Mutual January 2008 - Present
Teach For America January 2012 - Present
Boys Hope Girls Hope December 2009 - Present
Skills
Leadership, Estate Planning, Investments, Insurance, Strategic Financial..., Conflict Resolution, Public Speaking, Fundraising, Strategic Planning, Retirement Planning, CRM, Online Advertising, Retirement, Real Estate, Small Business, Charitable Gift Planning, Morningstar
Education
The American College 2008 — 2010
C.L.U., Chartered Life Underwriter
University of California, Santa Barbara 2003 — 2006
BA
Carl Velander, CLU,ChFC, CASL's Northwestern Mutual Experience August 1983 - Present
Job Financial Rep at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual August 1983 - Present
Education
University of Tennessee-Knoxville 1974 — 1978
American College
Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The American College
CASL , Certified Advisor Senior Living
mcmahon
Northwestern Mutual August 1983 - Present
Education
University of Tennessee-Knoxville 1974 — 1978
American College
Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The American College
CASL , Certified Advisor Senior Living
mcmahon
Dennis Stappas's Northwestern Mutual Experience February 1977 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 1977 - Present
Skills
Entrepreneurship, Retirement Planning, Wealth Accumulation, Investments, Fixed Annuities, Strategic Financial..., Disability Insurance, Long-term Care, Retirement, Series 7, Estate Planning, Mutual Funds, Insurance, Life Insurance, Wealth Management, Financial Planning
Education
The American College 1982 — 1986
University of Rhode Island - College of Business Administration 1970 — 1974
Business Administration and Management, General
Classical High School 1966 — 1970
English degree
Northwestern Mutual February 1977 - Present
Skills
Entrepreneurship, Retirement Planning, Wealth Accumulation, Investments, Fixed Annuities, Strategic Financial..., Disability Insurance, Long-term Care, Retirement, Series 7, Estate Planning, Mutual Funds, Insurance, Life Insurance, Wealth Management, Financial Planning
Education
The American College 1982 — 1986
University of Rhode Island - College of Business Administration 1970 — 1974
Business Administration and Management, General
Classical High School 1966 — 1970
English degree
Jeffrey L. Schroeder's Northwestern Mutual Experience September 2006 - March 2009
Job Financial Services Representative / Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife August 2014 - Present
Northwestern Mutual Life March 2009 - August 2014
Northwestern Mutual September 2006 - March 2009
American Express Financial Advisors 1998 - 2005
Ameriprise Financial 1998 - 2005
Reedy Industries 1997 - 1998
Education
The American College
University of Wisconsin - Milwaukee
MetLife August 2014 - Present
Northwestern Mutual Life March 2009 - August 2014
Northwestern Mutual September 2006 - March 2009
American Express Financial Advisors 1998 - 2005
Ameriprise Financial 1998 - 2005
Reedy Industries 1997 - 1998
Education
The American College
University of Wisconsin - Milwaukee
Douglas Martin, CLU's Northwestern Mutual Experience 1980 - 1996
Job President at Executive Financial Services
Industry Financial Services
Experience
Executive Financial Services 1996 - Present
Allmerica Financial Services July 1996 - January 2001
Northwestern Mutual 1980 - 1996
Skills
Asset Protection, Asset Management, Estate Planning, Business Planning, Employee Benefits, Income Protection, Income, Funding, Investments, Asset Managment, Life Insurance, Fixed Annuities, Retirement Planning, Financial Planners, Retirement, Disability Insurance
Education
The American College 1985 — 1988
Chartered Life Underwriter, Financial Planning and Services
University of Miami 1975 — 1979
BA, Studio Music & Jazz/ Insurance
Executive Financial Services 1996 - Present
Allmerica Financial Services July 1996 - January 2001
Northwestern Mutual 1980 - 1996
Skills
Asset Protection, Asset Management, Estate Planning, Business Planning, Employee Benefits, Income Protection, Income, Funding, Investments, Asset Managment, Life Insurance, Fixed Annuities, Retirement Planning, Financial Planners, Retirement, Disability Insurance
Education
The American College 1985 — 1988
Chartered Life Underwriter, Financial Planning and Services
University of Miami 1975 — 1979
BA, Studio Music & Jazz/ Insurance
Brian Burg's Northwestern Mutual Experience October 2010 - Present
Job Director of Financial Security Support at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2010 - Present
Northwestern Mutual 2005 - 2010
Education
The American College
CLU, RICP
Northwestern Mutual October 2010 - Present
Northwestern Mutual 2005 - 2010
Education
The American College
CLU, RICP
Patti DuBois's Northwestern Mutual Experience 1990 - September 2013
Job Account Executive at George Belcher Evans & Wilmer
Industry Insurance
Experience
George Belcher Evans & Wilmer October 2013 - Present
McCone Insurance Group, Inc. March 2003 - September 2013
Northwestern Mutual 1990 - September 2013
Bell Group 2005 - 2007
The Mahoney Group/Northwestern Mutual Financial Network February 2000 - March 2003
DuBois & DuBois/Northwestern Mutual Financial Network January 1990 - February 2000
Skills
Employee Benefits, Insurance, Life Insurance, Health Insurance, Long-term Care, Benefits Administration, Human Resources, Customer Service, Health Savings Accounts, Disability Insurance, benefitsConnect, HR Support, Underwriting, Group Medical, Health Care Reform, Group Insurance, Term Life Insurance, ACA Certified..., Individual Health..., Medicare Supplements
Education
The American College
Group Benefits
George Belcher Evans & Wilmer October 2013 - Present
McCone Insurance Group, Inc. March 2003 - September 2013
Northwestern Mutual 1990 - September 2013
Bell Group 2005 - 2007
The Mahoney Group/Northwestern Mutual Financial Network February 2000 - March 2003
DuBois & DuBois/Northwestern Mutual Financial Network January 1990 - February 2000
Skills
Employee Benefits, Insurance, Life Insurance, Health Insurance, Long-term Care, Benefits Administration, Human Resources, Customer Service, Health Savings Accounts, Disability Insurance, benefitsConnect, HR Support, Underwriting, Group Medical, Health Care Reform, Group Insurance, Term Life Insurance, ACA Certified..., Individual Health..., Medicare Supplements
Education
The American College
Group Benefits
Raymond Bertasi's Northwestern Mutual Experience 1973 - 2010
Job Managing Director/Wealth Management Advisor at Northwestern Mutual (Bertasi Financial Group)
Industry Financial Services
Experience
Northwestern Mutual (Bertasi Financial Group) September 1978 - Present
Northwestern Mutual 1973 - 2010
Northwestern Mutual 1973 - 2010
Northwestern Mutual 1973 - 2009
Northwestern Mutual 1973 - 2009
Northwestern Mutual (Bertasi Financial Group) August 1973 - December 1975
Northwestern Mutual April 1973 - August 1973
Education
The American College 2000 — 2001
Certified Financial Planner (CFP)
The American College 1974 — 1985
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
The University of Memphis 1969 — 1973
B.B.A., Marketing Sales
Northwestern Mutual (Bertasi Financial Group) September 1978 - Present
Northwestern Mutual 1973 - 2010
Northwestern Mutual 1973 - 2010
Northwestern Mutual 1973 - 2009
Northwestern Mutual 1973 - 2009
Northwestern Mutual (Bertasi Financial Group) August 1973 - December 1975
Northwestern Mutual April 1973 - August 1973
Education
The American College 2000 — 2001
Certified Financial Planner (CFP)
The American College 1974 — 1985
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
The University of Memphis 1969 — 1973
B.B.A., Marketing Sales
Robert J. Fowler, CFP, ChFC's Northwestern Mutual Experience January 1984 - December 1998
Job Owner, American Portfolios
Industry Financial Services
Experience
American Portfolios January 1999 - Present
Northwestern Mutual January 1984 - December 1998
Skills
Develop Fee Based..., Life Insurance in..., Retirement and..., Investments, Retirement, Portfolio Management, Risk Management, Retirement Planning, Finance, Fixed Annuities, Insurance, Wealth Management, Financial Planning, Mutual Funds, Investment Advisory, Investment Strategies, Public Speaking, Series 63, Asset Allocation, Financial Services
Education
New York University, Stern School of Business 1971 — 1975
B.S., Business Admin & marketing
Manhattan College, MS 1975 — 1977
Masters of Science, Education
College for Financial Planning 1986 — 1988
Certified Financial (CFP), Retirement, Estate and Insurance Planning
The American College
ChFC, Chartered Financial Consultant, Passed nine exams
American Portfolios January 1999 - Present
Northwestern Mutual January 1984 - December 1998
Skills
Develop Fee Based..., Life Insurance in..., Retirement and..., Investments, Retirement, Portfolio Management, Risk Management, Retirement Planning, Finance, Fixed Annuities, Insurance, Wealth Management, Financial Planning, Mutual Funds, Investment Advisory, Investment Strategies, Public Speaking, Series 63, Asset Allocation, Financial Services
Education
New York University, Stern School of Business 1971 — 1975
B.S., Business Admin & marketing
Manhattan College, MS 1975 — 1977
Masters of Science, Education
College for Financial Planning 1986 — 1988
Certified Financial (CFP), Retirement, Estate and Insurance Planning
The American College
ChFC, Chartered Financial Consultant, Passed nine exams
Jeff Todd, CLU, ChFC's Northwestern Mutual Experience October 1991 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 1991 - Present
Education
The American College 2002 — 2003
University of Kentucky 1986 — 1990
Bachelor of Arts, Communications
Tennessee Military Institute 1986 — 1986
Northwestern Mutual October 1991 - Present
Education
The American College 2002 — 2003
University of Kentucky 1986 — 1990
Bachelor of Arts, Communications
Tennessee Military Institute 1986 — 1986
Jen Vigon's Northwestern Mutual Experience June 2012 - Present
Job Chief Operating Officer, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2012 - Present
Northwestern Mutual July 1993 - June 2012
Northwestern Mutual January 2005 - February 2012
Education
University of Illinois at Urbana-Champaign 1990 — 1992
BS, Political Science and Speech Communications
The American College
Chartered Life Underwriter (CLU)
Northwestern Mutual June 2012 - Present
Northwestern Mutual July 1993 - June 2012
Northwestern Mutual January 2005 - February 2012
Education
University of Illinois at Urbana-Champaign 1990 — 1992
BS, Political Science and Speech Communications
The American College
Chartered Life Underwriter (CLU)
Christopher Derham's Northwestern Mutual Experience May 2013 - Present
Job Managing Advisor at Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
Charter Oak Insurance and Financial Services April 2015 - Present
Northwestern Mutual May 2013 - Present
Northwestern Mutual May 2009 - May 2013
Ameriquest Capital Group January 2004 - May 2006
Skills
Investments, Insurance, Customer Service, Leadership, Financial Services, Finance, Public Speaking, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Human Resources, Networking, Retirement Planning, Fixed Annuities, Analysis, Small Business, Integration, Wealth Management, Financial Planning, Long-term Care, Sales Management, Wealth Accumulation, Strategic Financial..., Social Media, Access
Education
The American College 2009 — 2011
ChFC, CLU, Advanced Financial Planning
University of Rhode Island 2000 — 2003
Wagner College 1999 — 2000
Mount Saint Charles 1993 — 1999
Charter Oak Insurance and Financial Services April 2015 - Present
Northwestern Mutual May 2013 - Present
Northwestern Mutual May 2009 - May 2013
Ameriquest Capital Group January 2004 - May 2006
Skills
Investments, Insurance, Customer Service, Leadership, Financial Services, Finance, Public Speaking, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Human Resources, Networking, Retirement Planning, Fixed Annuities, Analysis, Small Business, Integration, Wealth Management, Financial Planning, Long-term Care, Sales Management, Wealth Accumulation, Strategic Financial..., Social Media, Access
Education
The American College 2009 — 2011
ChFC, CLU, Advanced Financial Planning
University of Rhode Island 2000 — 2003
Wagner College 1999 — 2000
Mount Saint Charles 1993 — 1999
Bill Ebel's Northwestern Mutual Experience June 1965 - Present
Job Business and Estate Planning Specialist at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 1965 - Present
Northwestern Mutual 1975 - 1998
Education
The American College
Masters (MSFS), Financial Services
Washington State University
Bachelors (BS), Agricultural Economics
Northwestern Mutual June 1965 - Present
Northwestern Mutual 1975 - 1998
Education
The American College
Masters (MSFS), Financial Services
Washington State University
Bachelors (BS), Agricultural Economics
Adam F. Scher, ChFC®, CLU®, ALMI's Northwestern Mutual Experience August 2009 - October 2009
Job Specialist, Annuity Financial Planning & Analysis at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2015 - Present
Lincoln Financial Group January 2011 - August 2015
U.S. Bancorp Fund Services, LLC October 2009 - October 2010
Northwestern Mutual August 2009 - October 2009
Medical College of Wisconsin August 2006 - May 2009
Medical College of Wisconsin June 2006 - August 2006
Skills
Mutual Funds, Finance, Software Documentation, Financial Analysis, Employee Benefits, Microsoft Excel, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Office, Investments, Access, Strategic Planning, Outlook, Insurance, Analysis, Data Analysis
Education
The American College 2013 — 2014
Chartered Life Underwriter®
FINRA 2013 — 2013
Series 6 (Investment Company Products/Variable Contracts Representative)
FINRA 2013 — 2013
Series 63 (Uniform Securities Agent State Law)
ALMI 2011 — 2012
Associate, Life Management Institute, Associate, Life Management Institute through LOMA
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2009
BBA, Finance
Marquette University High School 2001 — 2005
High School Diploma, General Studies
Lincoln Financial Group August 2015 - Present
Lincoln Financial Group January 2011 - August 2015
U.S. Bancorp Fund Services, LLC October 2009 - October 2010
Northwestern Mutual August 2009 - October 2009
Medical College of Wisconsin August 2006 - May 2009
Medical College of Wisconsin June 2006 - August 2006
Skills
Mutual Funds, Finance, Software Documentation, Financial Analysis, Employee Benefits, Microsoft Excel, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Office, Investments, Access, Strategic Planning, Outlook, Insurance, Analysis, Data Analysis
Education
The American College 2013 — 2014
Chartered Life Underwriter®
FINRA 2013 — 2013
Series 6 (Investment Company Products/Variable Contracts Representative)
FINRA 2013 — 2013
Series 63 (Uniform Securities Agent State Law)
ALMI 2011 — 2012
Associate, Life Management Institute, Associate, Life Management Institute through LOMA
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2009
BBA, Finance
Marquette University High School 2001 — 2005
High School Diploma, General Studies
Christie Kinsey, CLU, ChFC, CASL's Northwestern Mutual Experience Financial AdvisorNorthwestern Mutual Financial NetworkJune 1981 - Present
Job Financial Rep at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial AdvisorNorthwestern Mutual Financial NetworkJune 1981 - Present
Skills
Accounting, Sales, Leadership, Customer Service, Banking, Series 7, Financial Analysis, Retirement, Education Funding, Investments, Account Management, Estate Planning
Education
Ohio University and Ohio State University 1971 — 1973
Art
The Ohio State University
Art
The American College
Chartered Advisor for Senior Living
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Northwestern Mutual Financial AdvisorNorthwestern Mutual Financial NetworkJune 1981 - Present
Skills
Accounting, Sales, Leadership, Customer Service, Banking, Series 7, Financial Analysis, Retirement, Education Funding, Investments, Account Management, Estate Planning
Education
Ohio University and Ohio State University 1971 — 1973
Art
The Ohio State University
Art
The American College
Chartered Advisor for Senior Living
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Bruce Hovey's Northwestern Mutual Experience Financial AdvisorNorthwestern Mutual Financial NetworkOctober 2000 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial AdvisorNorthwestern Mutual Financial NetworkOctober 2000 - Present
Education
The American College
Northwestern Mutual Financial AdvisorNorthwestern Mutual Financial NetworkOctober 2000 - Present
Education
The American College
Charlotte Matz, ChFC's Northwestern Mutual Experience January 2002 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2002 - Present
Northwestern Mutual Financial Network 2002 - Present
ComTech Communications, Inc. December 1999 - January 2002
Pioneer Roofing Company June 1995 - November 1999
Skills
Retirement Planning, Series 7, Series 63, Series 6, Retirement, Wealth Management, 401k, Disability Insurance, Mutual Funds, Asset Allocation, Estate Planning, Fixed Annuities, Financial Planning, Life Insurance, Long Term Care Insurance
Education
The American College 2008 — 2011
ChFC, Investments and Securities
El Dorado High School
Northwestern Mutual January 2002 - Present
Northwestern Mutual Financial Network 2002 - Present
ComTech Communications, Inc. December 1999 - January 2002
Pioneer Roofing Company June 1995 - November 1999
Skills
Retirement Planning, Series 7, Series 63, Series 6, Retirement, Wealth Management, 401k, Disability Insurance, Mutual Funds, Asset Allocation, Estate Planning, Fixed Annuities, Financial Planning, Life Insurance, Long Term Care Insurance
Education
The American College 2008 — 2011
ChFC, Investments and Securities
El Dorado High School
Rocky Forer's Northwestern Mutual Experience October 1996 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 1996 - Present
Education
The American College
MSFS
Northwestern Mutual October 1996 - Present
Education
The American College
MSFS
Matt Moraca, CLU's Northwestern Mutual Experience 2009 - Present
Job Field Director and Financial Representative
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
Southern Wine and Spirits of Florida January 1996 - December 2009
Education
The American College
CLU, Finance
Northwestern Mutual 2009 - Present
Southern Wine and Spirits of Florida January 1996 - December 2009
Education
The American College
CLU, Finance
LaPointe Jennifer's Northwestern Mutual Experience February 2001 - September 2003
Job Business Owner Virtual Business Consulting and Administration
Industry Executive Office
Experience
Self-Employed February 2012 - Present
Seattle Christian Counseling May 2012 - August 2013
City of Grand Rapids 2007 - February 2012
North American Financial Services 2004 - 2007
Northwestern Mutual February 2001 - September 2003
Nationwide Insurance Co March 2000 - September 2000
Principal Life Insurance Co July 1998 - November 1999
Skills
Budgeting, Policy, Administration, Compliance, Spreadsheets, Budgets, Process Improvement, System Administration, Change Management, Leadership Development, Event Planning, Time Management, Management, Customer Service, Human Resources, CRM, Training, Start-ups
Education
University of Phoenix 2009 — 2013
Bachelor's, Business Administration
Axia College of University of Phoenix
Associate of Business
The American College
Newaygo High School 1989 — 1992
High School Diploma
Davenport University and University of Phoenix
Fremont Vocational Center
Administrative Assistant Certificate
PCDI School of Allied Health
medical billing and coding certificate
Self-Employed February 2012 - Present
Seattle Christian Counseling May 2012 - August 2013
City of Grand Rapids 2007 - February 2012
North American Financial Services 2004 - 2007
Northwestern Mutual February 2001 - September 2003
Nationwide Insurance Co March 2000 - September 2000
Principal Life Insurance Co July 1998 - November 1999
Skills
Budgeting, Policy, Administration, Compliance, Spreadsheets, Budgets, Process Improvement, System Administration, Change Management, Leadership Development, Event Planning, Time Management, Management, Customer Service, Human Resources, CRM, Training, Start-ups
Education
University of Phoenix 2009 — 2013
Bachelor's, Business Administration
Axia College of University of Phoenix
Associate of Business
The American College
Newaygo High School 1989 — 1992
High School Diploma
Davenport University and University of Phoenix
Fremont Vocational Center
Administrative Assistant Certificate
PCDI School of Allied Health
medical billing and coding certificate
Terry Oppong's Northwestern Mutual Experience 2010 - Present
Job Legacy Creator at Northwestern Mutual | TEDxAccra NYC Ambassador | Entrepreneur Connector |
Industry Financial Services
Experience
Northwestern Mutual 2010 - Present
Skills
Creative Thinking, Critical Thinking, Charisma, Entrepreneurship, Social Networking, Professional Networking, New Business Development, Small Business..., Business Planning, Connecting, Business Networking, Business Development, Leadership, Small Business, Fundraising, Nonprofits, Public Speaking, Networking, Customer Service, Training, Marketing, Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Financial Planning, Microsoft Excel, Microsoft Office
Education
The American College
Financial Planning and Services
The College of New Jersey
BS, Finance
Northwestern Mutual 2010 - Present
Skills
Creative Thinking, Critical Thinking, Charisma, Entrepreneurship, Social Networking, Professional Networking, New Business Development, Small Business..., Business Planning, Connecting, Business Networking, Business Development, Leadership, Small Business, Fundraising, Nonprofits, Public Speaking, Networking, Customer Service, Training, Marketing, Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Financial Planning, Microsoft Excel, Microsoft Office
Education
The American College
Financial Planning and Services
The College of New Jersey
BS, Finance
Becky Murphy, MBA's Northwestern Mutual Experience June 2001 - May 2004
Job Senior Financial Analyst at Bally Technologies
Industry Gambling & Casinos
Experience
Bally Technologies, Inc November 2008 - Present
American Casino & Entertainment Properties June 2004 - October 2008
Northwestern Mutual June 2001 - May 2004
Skills
Financial Reporting, Financial Analysis, Analysis, Forecasting, Sarbanes-Oxley Act, Budgets, Finance, Microsoft Excel, Access, Cognos, Training
Education
Society of Actuaries
Course 1
The American College
C.L.U.
University of Central Florida
M.B.A., Finance
University of Central Florida
B.S., Finance
Bally Technologies, Inc November 2008 - Present
American Casino & Entertainment Properties June 2004 - October 2008
Northwestern Mutual June 2001 - May 2004
Skills
Financial Reporting, Financial Analysis, Analysis, Forecasting, Sarbanes-Oxley Act, Budgets, Finance, Microsoft Excel, Access, Cognos, Training
Education
Society of Actuaries
Course 1
The American College
C.L.U.
University of Central Florida
M.B.A., Finance
University of Central Florida
B.S., Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank