Northwestern Mutual Financial Network

Industry: Insurance company

Description

Founded: 2007 Parent organization: Northwestern Mutual

Northwestern Mutual Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northwestern Mutual Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Northwestern Mutual Financial Network Employees

Employee
Years
Job
Industry
Matthew Geraci Matthew Geraci Greater Philadelphia Area Details
Matthew Geraci's Northwestern Mutual Financial Network Experience August 2006 - January 2011
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC  August 2014 - Present
Janney Montgomery Scott LLC  February 2012 - December 2014
CDR Associates  February 2010 - February 2012
Northwestern Mutual Financial Network   August 2006 - January 2011
NOVA Savings Bank  June 2005 - August 2005

Skills
Finance, Financial Analysis, Securities, Investments, Wealth Management, Retirement Planning, Equities, Asset Allocation, Customer Service, Microsoft Excel, Mutual Funds, Sales, Analysis, Series 7, Financial Services, Marketing, Business Development, PowerPoint, Retirement, Microsoft Word, Series 63, Series 6, Coaching, Life Insurance, Disability Insurance, Variable Annuities

Education
University of Delaware   2003 — 2006
Marketing, Marketing, English, Economics

The Lawrenceville School   1998 — 2002
High School

Matthew Battey Matthew Battey Greater Denver Area Details
Matthew Battey's Northwestern Mutual Financial Network Experience December 2007 - February 2011
Job Vice President at CoBiz Insurance
Industry Financial Services
Experience
CoBiz Insurance  July 2014 - Present
The Keehner Group / Producers XL   January 2011 - July 2014
Northwestern Mutual Financial Network   December 2007 - February 2011
EB and Associates   November 2005 - August 2007
Cuba Cuba Restaurant   November 2001 - February 2006
Dataworks  February 1998 - April 2001

Skills
Succession Planning, Investments, Wealth Management, Finance, Retirement Planning, Estate Planning, Long-term Care, Fixed Annuities, Disability Insurance, Financial Services, Strategic Planning, Strategic Financial..., Deferred Compensation, Management, Portfolio Management, Business Development, Consulting, Life Insurance, Leadership, Insurance, Asset Protection, Budgets, Marketing, Retirement, Financial Planning

Education
University of Colorado at Denver   1995 — 1999
Computer Systems Networking and Telecommunications

ed jacobs ed jacobs Chattanooga, Tennessee Area Details
ed jacobs's Northwestern Mutual Financial Network Experience May 1986 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Insurance
Experience
Ed Jacobs & Associates, Inc.   May 1988 - Present
Northwestern Mutual Financial Network   May 1986 - Present

Skills
Sales, Finance, Disability Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Long Term Care Insurance, Long-term Care, Health Insurance, Universal Life, Insurance, Retirement, Retirement Planning, Series 6, IRAs, 401k, Series 63, Variable Annuities, Licensed Life, Financial Planners, Mutual Funds, Life, Permanent Life Insurance, Health Savings Accounts, Series 7, Account Management, Property, Time Management, Customer Service, Strategic Planning, Financial Planning

Education
University of Cincinnati   1976 — 1981
BBA, Finance and Marketing, Finance and Marketing

Brittany Love Brome Brittany Love Brome Boulder, Colorado Details
Brittany Love Brome's Northwestern Mutual Financial Network Experience July 2007 - December 2007
Job Oversee all partnerships in a channel management capacity at Replicon.
Industry Computer Software
Experience
Replicon  August 2015 - Present
Replicon  June 2014 - Present
iClick/Lon Little Shop   August 2012 - March 2014
Cornerstone OnDemand  May 2011 - May 2012
Griffis Residential  October 2010 - April 2011
lululemon athletica  March 2010 - October 2010
Weill Cornell Medical College  March 2009 - March 2010
Cantor Fitzgerald, Life Settlements International, LLC   August 2008 - January 2009
B Squared Design and Printing   January 2008 - August 2008
Northwestern Mutual Financial Network   July 2007 - December 2007

Skills
Community Outreach, Communication, Coordinating Events, Fundraising, Recruiting, Youth Mentoring, Marketing, SaaS, Cloud Computing, Business Development, Salesforce.com, Learning Management, E-Learning, Cold Calling, CRM, Leadership, Program Management, Entrepreneurship, Event Planning, Sales Operations, Strategic Planning, Sales, New Business Development

Education
University of Florida - Warrington College of Business Administration   2004 — 2007
BSBA, Marketing

Huron University   2005 — 2005

St. Anne's Belfield   2002 — 2002

Stephen (In Hee) Lee, CFP® Stephen (In Hee) Lee, CFP® Orange County, California Area Details
Stephen (In Hee) Lee, CFP®'s Northwestern Mutual Financial Network Experience February 2002 - October 2004
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2012 - Present
Union Bank (UnionBanc Investment Services, HighMark Capital Management)   February 2008 - June 2012
Wells Fargo (Wells Fargo, Wachovia)   September 2004 - February 2008
Northwestern Mutual Financial Network   February 2002 - October 2004

Skills
Financial Services, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Insurance, Relationship Management, Asset Allocation, Investment Strategies, High Net Worth..., Wealth Management, Investment Advisory..., Investment Management, Fixed Income, Finance, Portfolio Management, Banking

Education
University of Southern California - Marshall School of Business   2011 — 2014
Master of Business Administration (M.B.A.)

University of California, Irvine   2004 — 2007
Certified Financial Planner Professional Education Program

DeVry Institute of Technology, Long Beach   2001 — 2002
Bachelor's Degree, Information Technology

University of California, Irvine   1994 — 1999
Bachelor's Degree, Economics

Ivette Marina Ivette Marina Los Angeles, California Details
Ivette Marina's Northwestern Mutual Financial Network Experience April 2002 - August 2003
Job Director of Field Operations for the Adult Empowerment Division at Operation HOPE
Industry Nonprofit Organization Management
Experience
Operation HOPE  November 2010 - June 2014
Operation HOPE  July 2011 - July 2013
Operation HOPE  October 2007 - October 2010
Operation HOPE  July 2006 - September 2007
Enterprise Capital Corporation   August 2004 - March 2005
Inter-American Dialogue  March 2004 - June 2004
Northwestern Mutual Financial Network   April 2002 - August 2003

Skills
Program Development, Fundraising, Non-profits, Public Speaking, Program Management, Research, International..., Training, Strategic Planning, Economic Development, Project Management, Spanish, Community Outreach, Microsoft Office, Grant Writing, Budgets, Credit, Housing Counseling, Curriculum Development, Nonprofits, Government, Management, Leadership Development, Volunteer Management

Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Major: International Development, Minors: Political Science, Latin American Studies

Adam Stoffey Adam Stoffey Colorado Springs, Colorado Area Details
Adam Stoffey's Northwestern Mutual Financial Network Experience June 2011 - Present
Job Financial Representative with The Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network   June 2011 - Present
Todays Homes  November 2009 - May 2011
Security One International  April 2007 - November 2009
The Church of Jesus Christ of Latter-day Saints  2005 - 2007

Skills
Leadership, Training, Sales, Budgets, Finance, Customer Service, Public Speaking, Time Management, Financial Analysis, Accounting, Teamwork, Strategic Financial..., Microsoft Excel, Small Business, Financial Modeling, Retirement Planning, Estate Planning

Education
University of Colorado at Colorado Springs   2007 — 2011
BS, Accounting

Rampart High School

Emma Mohrke-Silva Emma Mohrke-Silva Orange County, California Area Details
Emma Mohrke-Silva's Northwestern Mutual Financial Network Experience November 2008 - November 2009
Job Director at Opus Bank
Industry Financial Services
Experience
Opus Bank  January 2011 - Present
Farmers Insurance  February 2010 - January 2011
Wespart PTA   1996 - 2011
Northwestern Mutual Financial Network   November 2008 - November 2009
Bank of America  December 1996 - January 2002

Skills
Small Business, Financial Analysis, Loans, Commercial Banking, Retail Banking, Administration, Premier Banking, Private Banking, International Private..., Compliance, Community Reinvestment..., Investment Banking, Commercial Insurance, Disability Insurance, Life Insurance, Personal Lines Auto, Property & Casualty..., System Administration, Portfolio Management, Commercial Lending, Cash Management, Mortgage Lending, Underwriting

Education
University of California, Irvine   1999 — 2002
Certified Financial Planner

University of New Orleans   1983 — 1988
BA, Art History, French

Bill Witte Bill Witte Spokane, Washington Area Details
Bill Witte's Northwestern Mutual Financial Network Experience October 2005 - September 2006
Job Senior Vice President at Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Real Estate
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.   March 2015 - Present
Griffin Capital Securities  January 2012 - March 2015
Grubb & Ellis Capital Corporation   October 2008 - January 2012
Maxim Healthcare Services  October 2006 - October 2008
Northwestern Mutual Financial Network   October 2005 - September 2006

Skills
Series 7, Asset Managment, Alternative Investments, Investments, Series 63, Securities, Retirement Planning, Financial Advisory, Investment Advisory, Investment Strategies, Asset Management, Portfolio Management, Wealth Management

Education
University of Idaho   2000 — 2005
Public Communications, Business

Justin W. Dunlap Justin W. Dunlap Pittsburgh, Pennsylvania Details
Justin W. Dunlap's Northwestern Mutual Financial Network Experience May 2009 - December 2009
Job Contract Professional at Bechtel
Industry Mechanical or Industrial Engineering
Experience
Bechtel  September 2011 - Present
My Bank! First United Bank and Trust   June 2010 - August 2011
West Virginia Secondary Schools Activities Commission   October 2008 - August 2011
Northwestern Mutual Financial Network   May 2009 - December 2009

Skills
Project Management, Operating Budgets, Analysis, Forecasting, Leadership, Finance, Strategic Planning, Contract Negotiation, Microsoft Excel, Microsoft Office, Team Leadership, PowerPoint, Accounting, Sales, Time Management, Customer Service, Banking, Financial Modeling

Education
West Virginia University   2010 — 2011
Master, Business Administration

The University of Charleston   2006 — 2009
Bachelor of Science, Finance

Jordan Schulze, CIMA®, CFP® Jordan Schulze, CIMA®, CFP® Greater Denver Area Details
Jordan Schulze, CIMA®, CFP®'s Northwestern Mutual Financial Network Experience July 2008 - January 2012
Job Business Development Consultant
Industry Financial Services
Experience
Jackson  August 2015 - Present
Jackson National Life  April 2012 - July 2015
Lockton Companies  December 2011 - April 2012
Northwestern Mutual Financial Network   July 2008 - January 2012
Safeway  May 2004 - April 2011
EKS&H  January 2010 - April 2010

Skills
Strategic Financial..., Series 7, Series 63, 401k, Series 6, Retirement Planning, Investments, Financial Modeling, Financial Analysis, Mutual Funds, Annuity Sales, Alternative Investments, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Salesforce.com, Asset Management, Finance, Securities, Certified Financial...

Education
University of Colorado at Boulder - Leeds School of Business   2006 — 2010
Finance and Accounting

Brian Denny Brian Denny Cincinnati Area Details
Brian Denny's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2012 - Present
University of Evansville  August 2007 - December 2011
NORTHWESTERN MUTUAL FINANCIAL NETWORK   May 2010 - August 2010

Education
University of Evansville   2007 — 2011
B.S, Business Administration; Economics/Finance

Dan DeFrancesco Dan DeFrancesco Hartford, Connecticut Area Details
Dan DeFrancesco's Northwestern Mutual Financial Network Experience February 2007 - March 2007
Job Independent
Industry Internet
Experience
Independent  October 2012 - Present
Stubhub.com  January 2009 - October 2012
Stubhub.com  May 2007 - December 2008
Northwestern Mutual Financial Network   February 2007 - March 2007
Connecticut Department of Labor  May 2006 - August 2006

Skills
Salesforce.com, E-commerce, Social Media Marketing, Account Management, Online Advertising, Marketing Strategy, Customer Service, Sales, Social Media, Business Development, Digital Marketing, New Business Development, Business Strategy, Microsoft Office, Sales Operations, Sports Marketing, Marketing, Strategic Planning

Education
University of Connecticut   2003 — 2007
BA, Economics

Timothy Ippisch, ChFC®, CFP® Timothy Ippisch, ChFC®, CFP® Dayton, Ohio Area Details
Timothy Ippisch, ChFC®, CFP®'s Northwestern Mutual Financial Network Experience July 1999 - Present
Job Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network   July 1999 - Present

Skills
Wealth Management, Investments, Retirement Planning, Retirement, Mutual Funds, Fixed Annuities, Estate Planning, Variable Products, Life Insurance, Strategic Financial..., Education Funding

Education
Certified Financial Planner Board of Standards, Inc.   2005 — 2007
CFP(R)

University of Dayton   1994 — 1999
Bachelor of Arts

Jake Carr Jake Carr San Francisco, California Details
Jake Carr's Northwestern Mutual Financial Network Experience June 2009 - November 2009
Job Client Service Professional @ JPMorgan Commercial Banking
Industry Banking
Experience
JPMorgan Commercial Banking   April 2014 - Present
U.S. Bank   May 2013 - March 2014
JPMorgan Chase  July 2011 - May 2013
JPMorgan Chase  November 2010 - July 2011
JPMorgan Chase  December 2009 - November 2010
Northwestern Mutual Financial Network   June 2009 - November 2009

Education
University of Illinois at Chicago   2004 — 2009
Bachelor's

Haitham Aly Haitham Aly Atlanta, Georgia Details
Haitham Aly's Northwestern Mutual Financial Network Experience May 2011 - July 2012
Job Actuarial Analyst at Milliman
Industry Hospital & Health Care
Experience
Milliman  August 2014 - Present
Capital Health Plan  August 2012 - August 2014
Northwestern Mutual Financial Network   May 2011 - July 2012

Skills
Strategic Financial..., Financial Analysis, Retirement Planning, Microsoft Excel, Finance, Investments, Financial Modeling, PowerPoint, Mutual Funds, Forecasting, Life Insurance, Microsoft Office, Insurance, Analysis, Public Speaking, Financial Reporting, Bloomberg, Budgets, Valuation, Corporate Finance, Access, Sales, Leadership, Data Analysis, Risk Management, Financial Planning

Education
University of Florida - Warrington College Of Business   2008 — 2012
B.S., Finance

Lake Brantley High School   2005 — 2008
H.S. Diploma, General Studies

Sherrie Robert VanKoevering, CLTC Sherrie Robert VanKoevering, CLTC Greater Chicago Area Details
Sherrie Robert VanKoevering, CLTC's Northwestern Mutual Financial Network Experience 2007 - Present
Job Financial Representative, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network   2007 - Present
InFlowMed   January 2008 - 2010
California Concrete Grinders   2005 - 2010

Education
University of California, Santa Barbara
Business Economics, Technology Entrepreneurship Program

Lindsay Barr Lindsay Barr Houston, Texas Area Details
Lindsay Barr's Northwestern Mutual Financial Network Experience March 2008 - September 2008
Job Project Cost Controller at Subsea 7
Industry Restaurants
Experience
Subsea 7  July 2012 - Present
CAP Barbell  June 2010 - July 2012
Willie's Grill & Icehouse   April 2010 - June 2010
Vargo's Restaurant   February 2009 - December 2009
Kenda Capital   November 2008 - January 2009
Northwestern Mutual  September 2008 - November 2008
Northwestern Mutual Financial Network   March 2008 - September 2008
KC Inspection Service   August 2003 - December 2007

Skills
Typing, Microsoft Office, Accounts Receivable, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Finance, Insurance, Spanish, Management, Training, Policy Analysis, Accounting, Outlook, Credit, Financial Planners, Spreadsheets, Investments, QuickBooks, Time Management, Cost Management, Financial Analysis, Financial Reporting, Budgets, SAP, Forecasting, Procurement, Variance Analysis, Cost Accounting, Accruals

Education
University of Houston-Downtown   2008 — 2010
Bachelor's, Finance

University of Houston-Downtown   2008 — 2010
BBA, Finance; Small Business Finance, Investments

University of Houston   2004 — 2007
Bachelor of Science, Finance

University of Houston   2004 — 2007
Bachelor of Business Administration (BBA), Finance, General

Steven Caster Steven Caster Tampa, Florida Details
Steven Caster's Northwestern Mutual Financial Network Experience May 2009 - November 2009
Job Pricing/Reserving Analyst at American Integrity Insurance Company
Industry Insurance
Experience
American Integrity Insurance Company  December 2012 - Present
Tower Hill Insurance Group, LLC   November 2011 - November 2012
Northwestern Mutual Financial Network   May 2009 - November 2009

Skills
Finance, Underwriting, Marketing, Data Analysis, Insurance, Sales, Financial Analysis, Analysis, Risk Management

Education
University of Florida - Warrington College of Business Administration   2007 — 2011
Finance, Actuarial Science

Claire Mork Claire Mork Greater Denver Area Details
Claire Mork's Northwestern Mutual Financial Network Experience July 2008 - November 2009
Job Helping people reach their goals through financial planning Investment Advisor at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store  October 2009 - Present
Northwestern Mutual Financial Network   July 2008 - November 2009
First Presbyterian Church  May 2006 - July 2008
Northwestern Mutual  May 2005 - May 2006
Renewable Choice Energy  May 2004 - August 2004

Skills
Asset Allocation, Investments, Series 7, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Retirement, Finance, 401k, Investment Strategies, Series 6, Investment Management, Securities, Financial Advisory, Financial Services, Strategic Financial..., Asset Management, Portfolio Management, Series 65, FINRA, IRAs, 401k Rollovers, Uniform Combined State..., Alternative Investments, Financial Planning

Education
Institute of Business & Finance   2010 — 2011
CFS® – Certified Fund Specialist®

University of Colorado Boulder   2002 — 2006
Bachelor of Business Administration (BBA), Finance, General

Andy Soltani Andy Soltani Los Angeles, California Details
Andy Soltani's Northwestern Mutual Financial Network Experience June 2008 - January 2009
Job Senior Business Analyst at Thinknear by Telenav
Industry Internet
Experience
Thinknear by Telenav  September 2014 - Present
Thinknear by Telenav  October 2013 - September 2014
Quant Economics   July 2011 - July 2013
Strategic Realty Capital, LLC   February 2010 - February 2011
Highpoint Capital LLC   June 2009 - September 2009
Northwestern Mutual Financial Network   June 2008 - January 2009
California State University Northridge  June 2007 - September 2007

Skills
Economics, Research, Microsoft Excel, Financial Analysis, Valuation, Stata, Strategy, Microsoft Office, Real Estate, Pricing Strategy, Financial Modeling, Analysis, Statistics, Business Strategy, Data Analysis, VBA, SQL, JIRA, Atlassian JIRA, Advertising Operations

Education
University of California, Los Angeles   2007 — 2011
Bachelor, Business Economics and Accounting, GPA: 3.92

Granada Hills Charter High School   2004 — 2007

Alex Alsop Alex Alsop Gainesville, Florida Details
Alex Alsop's Northwestern Mutual Financial Network Experience May 2012 - June 2012
Job Assistant Director of Environmental Services
Industry Hospital & Health Care
Experience
Crothall Healthcare  May 2015 - Present
Crothall Healthcare  January 2014 - May 2015
Crothall Healthcare  December 2012 - January 2014
Gatorland Toyota  August 2012 - December 2012
Northwestern Mutual Financial Network   May 2012 - June 2012
Caterer, Omi's Kitchen   December 2009 - April 2012
ARAMARK  June 2008 - January 2012

Skills
Financial Analysis, Microsoft Excel, Economics, Financial Modeling, Customer Service, PowerPoint, Insurance, Forecasting, Finance, Microsoft Word, Microsoft Office, Accounting, Sales, Time Management, Budgets, Public Speaking, Social Media, Event Management, Leadership, Management, Healthcare Management, Hospitals, Event Planning, Social Networking

Education
University of Florida   2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics

Gainesville High School   2004 — 2008
Cambridge Diploma, High School Degree

Meredith Infurchia Meredith Infurchia Greater New York City Area Details
Meredith Infurchia's Northwestern Mutual Financial Network Experience June 2011 - October 2011
Job Human Resources Coordinator at MKP Capital Management, L.L.C.
Industry Financial Services
Experience
MKP Capital Management, L.L.C.   June 2014 - Present
Oak Hill Capital  November 2011 - June 2014
Northwestern Mutual Financial Network   June 2011 - October 2011
Vineyard Vines  August 2008 - August 2009

Skills
Microsoft Excel, Microsoft Office, Concur, Sales, Management, Data Entry, Fax, Underwriting, Outlook, Oral & Written..., Property & Casualty..., Insurance, PowerPoint, Commercial Insurance, Cross-functional..., Workers Compensation, Sales Management, Communication, Human Resources

Education
The University of Connecticut   2008 — 2011
Bachelor of Arts, Psychology/Political Science

John Menges John Menges Greater Chicago Area Details
John Menges's Northwestern Mutual Financial Network Experience January 2010 - November 2011
Job Regional Account Manager at CSC (DIVISION OF WESCO)
Industry Wholesale
Experience
Communications Supply Corporation  September 2013 - Present
Fastenal  August 2011 - September 2013
Northwestern Mutual Financial Network   January 2010 - November 2011

Skills
Cold Calling, Account Management, Sales Process, Strategic Planning, Sales Management, Sales, Selling, Direct Sales, B2B, Sales Operations, Sales Presentations, Solution Selling, Customer Service, Leadership, Management, Marketing, Accounts Receivable

Education
University of Dayton   2005 — 2009
Bachelor’s Degree, Communication, General

Michael Windisch Michael Windisch Greater Chicago Area Details
Michael Windisch's Northwestern Mutual Financial Network Experience June 2009 - February 2011
Job Agency Supervisory Officer at The Hoopis Financial Group a member of MassMutual Financial Group
Industry Financial Services
Experience
The Hoopis Financial Group - a member of MassMutual Financial Group   January 2014 - Present
Northwestern Mutual  February 2011 - December 2013
Northwestern Mutual Financial Network   June 2009 - February 2011
Northwestern Mutual Financial Network   April 2008 - February 2011
Northwestern Mutual Financial Network   July 2003 - March 2008

Skills
Insurance, Investments, Management, Training, Finance, Sales, Sales Management, Leadership, Mutual Funds, Risk Management, Retirement Planning, Series 63, Disability Insurance, Financial Services, Financial Planning, Life Insurance, Retirement, Series 7, Securities

Education
University of Illinois at Chicago   2001 — 2003
MBA

University of Nebraska-Lincoln   1996 — 2000
B.S.

Jenny Zeidler Jenny Zeidler Hermosa Beach, California Details
Jenny Zeidler's Northwestern Mutual Financial Network Experience January 2013 - July 2013
Job Medical Assistant at Dermatology and Laser Center
Industry Medical Practice
Experience
Dermatology and Laser Center  August 2014 - Present
Envision Boulder   July 2013 - July 2014
Thorne Nature Experience  April 2013 - June 2014
Northwestern Mutual Financial Network   January 2013 - July 2013
Denver Outlaws  April 2012 - September 2012
Northwestern Mutual Financial Network   May 2011 - May 2012

Skills
Leadership, Marketing, Health Sciences, Public Health, Sustainability..., Medical Assisting, Community Outreach, Medical Terminology, Dermatology, Skin Care, Sustainability Education, Team Leadership, Optometry, Health Insurance, Medical Billing, Event Planning, Recruitment, PowerPoint, Microsoft Office, Microsoft Word, Life Insurance, Microsoft Excel, Strategic Financial..., Recruiting, Holistic Health

Education
University of Colorado at Boulder   2009 — 2013
Bachelor of Science (B.S.), Environmental Science

Xavier College Preparatory   2005 — 2009

Cole Wadhams Cole Wadhams Greater Denver Area Details
Cole Wadhams's Northwestern Mutual Financial Network Experience April 2011 - July 2015
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital  August 2015 - Present
Northwestern Mutual Financial Network   April 2011 - July 2015

Skills
Investments, Finance, Retirement Planning, Retirement, Financial Planning, Series 7, Networking, Strategic Financial..., Mutual Funds, Securities, Series 63, Wealth Management

Education
University of Colorado at Boulder   2006 — 2010
Bachelor of Science, Integrative Physiology

Sandler Sales School

Haley Sanders Haley Sanders Jacksonville, Florida Details
Haley Sanders's Northwestern Mutual Financial Network Experience June 2009 - March 2011
Job Director of Training with The Koch Group at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  July 2011 - Present
Northwestern Mutual  January 2011 - July 2011
Northwestern Mutual Financial Network   June 2009 - March 2011
Northwestern Mutual Financial Network - Goodwin, Wright Agency   July 2008 - May 2009

Skills
Wealth Accumulation, Finance, Life Insurance, Investments, Retirement Planning, Strategic Financial..., Insurance, Recruiting

Education
University of Florida   2004 — 2008
Business Administration, Finance

Brett Strope Brett Strope Greater Denver Area Details
Brett Strope's Northwestern Mutual Financial Network Experience September 2011 - September 2013
Job Financial Representative at Summit Financial Group
Industry Financial Services
Experience
Summit Financial Group  September 2013 - Present
Northwestern Mutual Financial Network   September 2011 - September 2013
Strope Consulting Group, LLC   December 2009 - October 2011
Ascom  December 2007 - December 2009
Savant Homes, Inc   August 2006 - December 2007
SpectraLink  June 1999 - August 2006
McKesson Provider Technologies  June 1991 - June 1999

Skills
Strategic Financial..., Investment Strategies

Education
University of Colorado Boulder   1986 — 1992
BSEE, Electrical Engineering

Jennifer Hinckley Jennifer Hinckley Hartford, Connecticut Area Details
Jennifer Hinckley's Northwestern Mutual Financial Network Experience May 2011 - August 2011
Job Associate Technical Consultant at CSC
Industry Information Technology and Services
Experience
CSC  February 2014 - Present
Equipos Group   March 2013 - February 2014
Communispace Corporation  April 2012 - March 2013
Big Y Foods Inc  February 2008 - November 2011
Northwestern Mutual Financial Network   May 2011 - August 2011

Skills
C#, SQL, PL/SQL, ASP.NET, AJAX, HTML, ASP.NET MVC, Java, Research, JavaScript, Time Management, Management, Public Speaking, Event Planning, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Microsoft Office, Public Relations, Microsoft SQL Server, Customer Service

Education
The University of Connecticut   2007 — 2011
Bachelor of Arts, Sociology, Communications

Neal Moskowitz Neal Moskowitz Greater Atlanta Area Details
Neal Moskowitz's Northwestern Mutual Financial Network Experience April 2010 - April 2011
Job Senior Financial Analyst at Stonemont Financial Group, LLC
Industry Real Estate
Experience
Stonemont Financial Group, LLC   August 2015 - Present
HavenBrook Homes  March 2014 - August 2015
Landmark Properties - Athens, Georgia  February 2011 - February 2014
Northwestern Mutual Financial Network   April 2010 - April 2011

Skills
Microsoft Excel, Analysis, Financial Analysis, PowerPoint, Microsoft Office, Real Estate, Social Media, Microsoft Word, Investments, Financial Modeling, Sales, Market Research, Valuation

Education
University of Georgia - Terry College of Business   2007 — 2011
BBA, Finance

Jeremy Stoner Jeremy Stoner Greater Denver Area Details
Jeremy Stoner's Northwestern Mutual Financial Network Experience December 2007 - June 2009
Job Sales Consultant at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew Orthopaedics  September 2013 - Present
Smith & Nephew Orthopaedics  January 2013 - December 2013
Smith & Nephew Orthopaedics- Endoscopy   January 2012 - January 2013
Smith & Nephew Orthopaedics  June 2009 - January 2012
Northwestern Mutual Financial Network   December 2007 - June 2009
Health Markets  October 2006 - December 2007
University of Colorado at Boulder  August 2004 - October 2006

Skills
Medical Devices, Cold Calling, Sales Operations, Orthopedic, Hospitals, Market Development, Healthcare, Operating Room, Surgery, Surgeons, Endoscopy, Clinical Research, Surgical Instruments, Disposables, Medical Sales, Sports Medicine, Operating Room Sales, Product Launch, Surgical Device Sales, Orthopedics, Neurosurgery

Education
University of Colorado Boulder   2000 — 2004
B.A, Biology

University of Colorado at Boulder   2000 — 2004
B.A, Kinesiology

Akash Khahera Akash Khahera Santa Barbara, California Area Details
Akash Khahera's Northwestern Mutual Financial Network Experience April 2012 - Present
Job Student at University of California, Santa Barbara
Industry Accounting
Experience
Northwestern Mutual Financial Network   April 2012 - Present
QwickTrip Gas Station   April 2005 - September 2008
Dignity Health  August 2007 - May 2008

Education
Gian Sagar Medical College   2012 — 2018
Bachelor of Medicine, Bachelor of Surgery (M.B.B.S.), Medicine

University of California, Santa Barbara   2008 — 2012
Bachelor of Arts (B.A.), Sociology

Folsom High School

Bruce J. Batty CLU, ChFC, CASL, RHU, REBC Bruce J. Batty CLU, ChFC, CASL, RHU, REBC Dayton, Ohio Area Details
Bruce J. Batty CLU, ChFC, CASL, RHU, REBC's Northwestern Mutual Financial Network Experience 1988 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network   1988 - Present

Education
University of Cincinnati   1976 — 1977
M.B.A., Marketing

University of Cincinnati   1971 — 1976
B.S., Mechanical Engineering

Brian Midtbo Brian Midtbo Greater Denver Area Details
Brian Midtbo's Northwestern Mutual Financial Network Experience January 1996 - May 2012
Job Entrepreneur. CoFounder Table to Tavern LLC
Industry Food & Beverages
Experience
Table to Tavern   March 2013 - Present
RTO Exploration, LLC   January 2013 - Present
Pipeline Capital   April 2012 - Present
Northwestern Mutual Financial Network   January 1996 - May 2012

Skills
Financial Analysis, Strategic Financial..., Venture Capital, Organizational..., Organizational Structure, Organizational..., Sales Management, Private Companies, Business Development, Capital Markets, Financial Modeling, Strategic Planning, Fundraising, Capital Formation, Process Management, Process Improvement, Entrepreneurship, Management, Due Diligence, Finance, Business Planning, Investments, Risk Management, Asset Managment, Alternative Investments, Wealth Management, Team Building, Mergers, Management Consulting, Strategy, Corporate Finance, Private Equity, Small Business, Hospitality Industry

Education
University of Colorado Boulder   1992 — 1996
BSBA

Jan Patricio Jan Patricio Coeur D Alene, Idaho Details
Jan Patricio's Northwestern Mutual Financial Network Experience October 2011 - Present
Job Hunting & Firearms Outfitter at Cabelas
Industry Financial Services
Experience
Cabelas  2012 - Present
Northwestern Mutual Financial Network   October 2011 - Present
West Slope Guide Service, LLC   July 1998 - Present
Westslope Guide Service, LLC   1998 - Present
Womer & Associates, Inc   September 2006 - March 2011
Raviv & Patricio Associates, Inc   1988 - 1991

Skills
Professional Hunting &..., Certified Hunter..., Life Member Safari Club..., Life Member Trout..., President, Inland..., Member Redeemer..., Member, Spokane Falls..., Member, WA Dept Fish &..., Member, WA Dept Fish &..., Insurance, Microsoft Office, Financial Planning, Risk Management, Investments, Business Planning, Planning, Budgeting

Education
University of Idaho   1969 — 1975
BS, Mining Engineering

Pershing County High School

Patricia W. Kearney, CFP® Patricia W. Kearney, CFP® Denver, Colorado Details
Patricia W. Kearney, CFP®'s Northwestern Mutual Financial Network Experience January 2008 - April 2008
Job CFP® Professional
Industry Financial Services
Experience
Coulter Financial Advisors, Inc.   January 2011 - May 2012
Bank United Financial Services   April 2008 - October 2009
Northwestern Mutual Financial Network   January 2008 - April 2008
Northwestern Mutual Financial Network   August 2005 - December 2007
Northeast Securities  September 2002 - March 2005
White Kearney Risk Management   April 2003 - December 2004

Skills
Estate Planning, Retirement Planning, Financial Planning, Long Term Care, Investment Advisory, Insurance, Investment Strategies, Strategic Financial..., Portfolio Management, Series 7, Risk Management, Long-term Care, Fixed Annuities, Securities, Wealth Management, Financial Services, Financial Advisory, Mutual Funds, Financial Planners, Asset Allocation, Wealth, Life Insurance, Disability Insurance, High Net Worth..., FINRA, 401k Rollovers, Equities, Term Life Insurance, Small Business, IRAs

Education
University of California, Los Angeles   1976 — 1979
B.A, English

Sarah Smith Sarah Smith New York, New York Details
Sarah Smith's Northwestern Mutual Financial Network Experience October 2006 - July 2007
Job Associate at The Atlantic Group
Industry Financial Services
Experience
The Atlantic Group  May 2014 - Present
MacAndrews & Forbes  September 2013 - March 2014
Apollo Global Management LLC  August 2011 - September 2013
West Capital Management  October 2009 - August 2011
Stone Tower Capital LLC   September 2007 - April 2009
Northwestern Mutual Financial Network   October 2006 - July 2007
Citigroup, Citicorp Investment Services   June 2005 - August 2005

Skills
Equities, Bloomberg, Portfolio Management, Investments, Securities, Trading, Bonds, Credit, Accounting, Banking, Financial Services, Series 63, Strategy, Hedge Funds, Finance

Education
University of Delaware   2002 — 2006
Bachelor of Science, Business Administration; Major: Finance; Minor: Economics

University of Delaware   2002 — 2006
BS, Major: Finance; Minor: Economics

Matt Hager Matt Hager Greater Chicago Area Details
Matt Hager's Northwestern Mutual Financial Network Experience May 2007 - August 2007
Job District Manager at Speedway LLC
Industry Retail
Experience
Speedway LLC  August 2013 - Present
Aeropostale  October 2009 - August 2013
Abercrombie & Fitch  September 2008 - October 2009
Northwestern Mutual Financial Network   May 2007 - August 2007

Skills
Visual Merchandising, Store Management, Store Operations, Loss Prevention, Associate Development, Retail, Inventory Control, Inventory Management, Customer Service, Sales, Customer Satisfaction, Microsoft Excel, Microsoft Office, Recruiting, PowerPoint

Education
University of Illinois   2004 — 2008
Bachelor of Science, Economics

Kelly Bleakley Kelly Bleakley Greater San Diego Area Details
Kelly Bleakley's Northwestern Mutual Financial Network Experience January 2007 - August 2008
Job Director of Recruiting and Development
Industry Financial Services
Experience
Northwestern Mutual  January 2007 - Present
Northwestern Mutual  December 2008 - August 2009
Northwestern Mutual Financial Network   January 2007 - August 2008
Cbeyond  August 2006 - January 2007

Skills
Disability Insurance, Insurance, Leadership, Marketing, Public Speaking, Recruiting, Retirement Planning, Sales, Strategic Planning

Education
University of California, Los Angeles   2002 — 2006
Bachelor of Arts, History

St. Francis High School   1998 — 2002

Ivan Marin Ivan Marin San Diego, California Details
Ivan Marin's Northwestern Mutual Financial Network Experience August 2011 - March 2012
Job ITRA Advisory Services at EY
Industry Information Technology and Services
Experience
EY  July 2012 - Present
Northwestern Mutual Financial Network   August 2011 - March 2012
Center for Bibliographical Studies and Research   November 2007 - August 2011

Skills
Excellent ability to..., Solid understanding of..., Proven competency in..., Fluent in Spanish., Accounting, Microsoft Excel, Project Management, Finance, QuickBooks, Research, Financial Analysis, Databases, Financial Modeling, Access, Financial Reporting, Strategic Financial..., PowerPoint, Financial Services, Microsoft Word

Education
University of California, Riverside   2007 — 2011
Bachelor of Science, Business Administration, Finance

James F. Daly, CLU James F. Daly, CLU New London/Norwich, Connecticut Area Details
James F. Daly, CLU's Northwestern Mutual Financial Network Experience August 1978 - Present
Job Financial Representative, Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network   August 1978 - Present

Education
University of Hartford   1974 — 1978
B.S. Business, Insurance

Andrew Rohr Andrew Rohr Denver, Colorado Details
Andrew Rohr's Northwestern Mutual Financial Network Experience 2008 - 2008
Job Lead Analyst Global and Enterprise Marketing
Industry Telecommunications
Experience
CenturyLink  April 2014 - Present
Western Union  May 2012 - December 2013
Western Union  December 2011 - May 2012
Northwestern Mutual Financial Network   2008 - 2008
Benefits and Incentives Group   2006 - 2007

Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Market Research, Valuation, Forecasting, Corporate Finance, Business Strategy, Business Analysis, Strategic Planning, Data Analysis, Business Planning, Analysis, Budgets, Business Development, Strategy, Portfolio Management, Management Consulting, Finance, Microsoft Excel

Education
University of Denver - Daniels College of Business   2009 — 2011
MBA, Corporate Finance

University of New Hampshire   2002 — 2006
BA, Psychology, Business Administration

Jane Baus Jane Baus Greater New York City Area Details
Jane Baus's Northwestern Mutual Financial Network Experience 2000 - Present
Job Financial Representative Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network   2000 - Present
Member Works, Inc.   May 1997 - November 1999
Bishopston Reasearch Institute, Inc.   January 1978 - January 1982

Education
University of Connecticut   1978 — 1982
Finance

Scituate High School   1974 — 1978

Nathan Fikse Nathan Fikse Orange County, California Area Details
Nathan Fikse's Northwestern Mutual Financial Network Experience 2009 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network   2009 - Present
OCYE   2010 - Present
Boys Town  2012 - 2014
NFLPA  April 2003 - September 2006

Education
University of California, Los Angeles   1999 — 2003
BA, Psychology

Esperanza high school   1995 — 1999

Matt Grelle Matt Grelle Oklahoma City, Oklahoma Area Details
Matt Grelle's Northwestern Mutual Financial Network Experience April 2010 - February 2011
Job Broker Development Specialist | American Public Life | A Member of the American Fidelity Group
Industry Insurance
Experience
American Fidelity  April 2013 - Present
First Fidelity Bank  February 2011 - April 2013
Northwestern Mutual Financial Network   April 2010 - February 2011

Skills
Insurance, Employee Benefits, Accident Insurance, Disability Insurance, Life Insurance, Small Business, Health Insurance, Underwriting, Group Insurance, Critical Illness, Leadership, Finance, Credit, Banking, Insurance Brokerage, Loans

Education
University of Central Oklahoma
B.B.A., Management, Business

Kara McCarron Kara McCarron Greater San Diego Area Details
Kara McCarron's Northwestern Mutual Financial Network Experience February 2011 - Present
Job Connecting Talent with Opportunities
Industry Financial Services
Experience
Northwestern Mutual Financial Network   February 2011 - Present
Northwestern Mutual Financial Network   October 2006 - December 2010

Education
University of Georgia - Terry College of Business   2004 — 2006
Bachelor of Science, Marketing and Economics

Scripps Ranch

Joseph Swanson Joseph Swanson Houston, Texas Details
Joseph Swanson's Northwestern Mutual Financial Network Experience January 2009 - May 2009
Job Associate, Corporate & Investment Banking at Citi
Industry Banking
Experience
Citi  July 2015 - Present
Citi  June 2014 - August 2014
TD  August 2011 - June 2013
TD  August 2010 - August 2011
Regency Properties LLC   April 2009 - August 2009
Northwestern Mutual Financial Network   January 2009 - May 2009

Skills
Financial Analysis, Banking, Credit Analysis, Portfolio Management, Credit Risk, Commercial Banking, Finance, Risk Management, Investments, Financial Risk, Accounting, Management, Loans, Commercial Real Estate

Education
University of Notre Dame - Mendoza College of Business   2013 — 2015
Master of Business Administration (M.B.A.)

University of Evansville   2006 — 2010
Bachelor of Science (B.Sc.), Finance, General

Tom Z. McBrearty Tom Z. McBrearty Greater Denver Area Details
Tom Z. McBrearty's Northwestern Mutual Financial Network Experience May 2011 - July 2013
Job Manager at Mattress Firm
Industry Retail
Experience
Mattress Firm  May 2014 - Present
Colorado University Young Almuni   March 2013 - Present
Great-West Financial  January 2014 - March 2014
Northwestern Mutual Financial Network   May 2011 - July 2013

Education
University of Colorado at Boulder - Leeds School of Business   2008 — 2012
BBA, Finance

Boulder High School   2004 — 2008

University of Colorado at Boulder

Chris Presbie Chris Presbie Greater New York City Area Details
Chris Presbie's Northwestern Mutual Financial Network Experience June 2012 - March 2013
Job Analyst Financial Planning & Analysis at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management  January 2014 - Present
Virtus Investment Partners  May 2013 - January 2014
University of Connecticut  August 2011 - May 2013
Northwestern Mutual Financial Network   June 2012 - March 2013
Hartford Steam Boiler  June 2009 - January 2012

Skills
Microsoft Office, Financial Analysis, Risk Management, Finance, Analysis, Microsoft Word, Financial Services, Leadership, Accounting, Management, Microsoft Excel, Access, PowerPoint, Financial Modeling, Tagetik

Education
The University of Connecticut   2010 — 2013
Bachelor of Science in Business, Finance

Brendan Ridge Brendan Ridge Quincy, Massachusetts Details
Brendan Ridge's Northwestern Mutual Financial Network Experience January 2002 - September 2003
Job Microsoft Business Solutions Sales Executive at Microsoft
Industry Computer Software
Experience
Microsoft  November 2012 - Present
Berklee Media   November 2009 - November 2012
Sun Life Financial  March 2008 - February 2009
Guardian Investor Services/RS Investments   February 2006 - March 2008
Guardian Investor Services/RS Investments   July 2005 - February 2006
Guardian Investor Services  July 2004 - July 2005
Guardian Investor Services  September 2003 - July 2004
Northwestern Mutual Financial Network   January 2002 - September 2003
Fidelity Investments  August 2000 - December 2001

Skills
SAAS, Social CRM,..., Strategic Partnerships, Lead Generation, CRM, SaaS, Relationship Management, Sales Operations, Solution Selling, Marketing Strategy, New Business Development, Retirement Planning, Leadership, Marketing, Sales Management, Product Development, Management

Education
University of Hartford   1994 — 1998

Katie Bridgers Katie Bridgers Atlanta, Georgia Details
Katie Bridgers's Northwestern Mutual Financial Network Experience March 2003 - September 2003
Job Assistant at Leadership Ministries
Industry Religious Institutions
Experience
Leadership Ministries   January 2012 - Present
CreativeChristianLiving.com   November 2011 - January 2012
NORTHSIDE UNITED METHODIST CHURCH  November 2008 - November 2011
Payscape Advisors  May 2009 - August 2011
DTR ENTERPRISES  November 2003 - February 2005
NORTHWESTERN MUTUAL FINANCIAL NETWORK   March 2003 - September 2003
Nicole Miller  June 2002 - July 2002
Young Life  June 2001 - July 2001

Skills
Marketing, Sales, Management, Leadership, Public Relations

Education
University of Georgia - Terry College of Business   1999 — 2003
BBA, Marketing

UNIVERSITY OF GEORGIAMAY 2003
Bachelor, Business Administration; Marketing

Rory Salzberg, MBA Rory Salzberg, MBA Orlando, Florida Area Details
Rory Salzberg, MBA's Northwestern Mutual Financial Network Experience March 2006 - February 2007
Job Principal Broker at Central Florida Insurance & Investments Group, LLC
Industry Insurance
Experience
Central Florida Insurance & Investments Group   January 2008 - Present
BNI  2014 - 2014
BNI  2014 - 2014
RS Luxury Motors   February 2011 - April 2013
One Brick  2009 - 2010
NorthWestern Mutual Financial Network   March 2006 - February 2007
Bank of New York  April 2005 - February 2006

Skills
Insurance, Customer Service, Strategic Planning, Marketing, Disability Insurance, Retirement Planning, Sales, Mutual Funds, Long-term Care, Investments, Life Insurance, Finance, Small Business, Financial Services, Strategic Financial..., Accounting, Analysis, Health Insurance, Financial Planning

Education
University of Central Florida   2007 — 2009
Master, Business Administration

University of Central Florida - College of Business Administration   2002 — 2004
Bachelors, Economics, Finance

Valencia College   2000 — 2002
Associate, General Education

Brendan Gorman Brendan Gorman Greater New York City Area Details
Brendan Gorman's Northwestern Mutual Financial Network Experience May 2008 - January 2010
Job Research Associate at Greenwich Associates
Industry Financial Services
Experience
Greenwich Associates  March 2015 - Present
Greenwich Associates  May 2013 - March 2015
FactSet Research Systems  February 2011 - May 2012
Delta Sigma Pi  August 2010 - December 2010
Green Office Ideas   September 2009 - September 2010
Northwestern Mutual Financial Network   May 2008 - January 2010
Department of Public Works (DPW)   2005 - 2007
Bear and Grill Restaurant   2004 - 2006

Skills
Investments

Education
University of Colorado Boulder - Leeds School of Business   2006 — 2010
Bachelor of Science in Business Administration with an emphasis in Finance, Minors: Economics and Political Science

Holie Yang Holie Yang Greater Los Angeles Area Details
Holie Yang's Northwestern Mutual Financial Network Experience March 2006 - July 2006
Job Business Financial Analyst at Arbonne International
Industry Internet
Experience
Quality Systems, Inc  April 2013 - Present
Arbonne International  November 2012 - April 2013
PriceGrabber.com  December 2010 - November 2012
IBIS Advisors Company   July 2010 - November 2010
Alliant Insurance Services, Inc  July 2006 - July 2010
Drake Institute of Behavioral Medicine  March 2005 - April 2008
Northwestern Mutual Financial Network   March 2006 - July 2006
University of California, Irvine  June 2003 - December 2003
Kumon Center   June 2000 - September 2002

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Access, Hyperion, Essbase, Oracle, Typing Speed at 80-85..., Strong work ethic, Strong problem solving..., Ability to multitask, Quick learner, Capable of working..., Motivated, Positive Team Player, Budgets, Finance

Education
University of California, Irvine   2002 — 2006
Bachelors, Cognitive Sciences; Criminology, Law, & Society; and Management Minor

California Department of Insurance

Fernando Suarez, CFP, CLU, ChFC Fernando Suarez, CFP, CLU, ChFC San Antonio, Texas Area Details
Fernando Suarez, CFP, CLU, ChFC's Northwestern Mutual Financial Network Experience September 1985 - December 1994
Job Managing Director and Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  January 1995 - Present
NAIFA  1985 - 2013
Northwestern Mutual Financial Network   September 1985 - December 1994
Northwestern Mutual Financial Network   June 1984 - September 1985

Education
University of Houston, C.T. Bauer College of Business   1981 — 1985
BBA, Finance

Colegio CAFAM   1975 — 1980

Keith Reyes, CLU® ChFC® Keith Reyes, CLU® ChFC® Orlando, Florida Area Details
Keith Reyes, CLU® ChFC®'s Northwestern Mutual Financial Network Experience January 2005 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network   January 2005 - Present
Shumate Mechanical  April 2003 - December 2004
Morgan Stanley  January 2002 - November 2002

Education
University of Central Florida - College of Business Administration   1999 — 2003
Business, Finance

Charles W. Flanagan   1997 — 1999

Carl C. Schuessler, Jr., DHP, DIA, GBDS Carl C. Schuessler, Jr., DHP, DIA, GBDS Greater Atlanta Area Details
Carl C. Schuessler, Jr., DHP, DIA, GBDS's Northwestern Mutual Financial Network Experience 1988 - 2002
Job Employee Benefits Consultant and Broker
Industry Insurance
Experience
BenefitStrategies, LLC.   2002 - Present
Gerson Lehrman Group (GLG)   March 2007 - Present
Lockton Companies, LLC  May 2006 - March 2008
Northwestern Mutual Financial Network   1988 - 2002

Skills
Employee Benefits, Consulting, Disability Insurance, Insurance, Retirement, Healthcare, 401k, Benefits Administration, Strategic Financial..., Life Insurance, Health Insurance, Long-term Care, Medical Insurance, HR/Benefits/Payroll..., Disability Insurance..., Voluntary Benefits, Financial Planning, Life Insurance Planning, Buy-sell Agreements, Public Speaking, Executive Benefits, Retirement Plans..., Business..., Outsourcing, Benefits, Pensions, Compliance, Long Term Care, Administration, Succession Planning, Health, Dental, Financial Services, Investments, Wealth Management, Executive Pay, Finance, Management, Strategic Planning, Leadership, Risk Management, New Business Development

Education
University of Georgia - Terry College of Business   1985 — 1989
B.B.A., Risk Management and Insurance & Estate Management

Stratford Academy   1975 — 1985
Diploma

Joycelyn Reyes Joycelyn Reyes Washington D.C. Metro Area Details
Joycelyn Reyes's Northwestern Mutual Financial Network Experience July 2008 - May 2010
Job Senior Human Resources Business Partner
Industry Human Resources
Experience
BAE Systems  May 2014 - Present
BAE Systems  July 2013 - May 2014
BAE Systems  July 2012 - July 2013
BAE Systems Information Technology  July 2011 - July 2012
Lockheed Martin  May 2010 - May 2011
UCF Team Training and Workforce Development Lab   January 2006 - May 2011
Northwestern Mutual Financial Network   July 2008 - May 2010
Darden Restaurants  May 2008 - May 2010
UCF Psychology Advising Office   August 2006 - August 2007

Skills
Job Analysis, Data Analysis, Recruiting, Organizational..., PeopleSoft, Employee Relations, Statistics, Human Resources, Microsoft Excel, Leadership Development, Training, Employee Engagement, Onboarding, SPSS, Microsoft Office

Education
University of Central Florida   2009 — 2011
Master of Science, Industrial/Organizational Psychology

University of Central Florida   2005 — 2008
Bachelor of Science, Psychology

Tim Meade Tim Meade Greater Los Angeles Area Details
Tim Meade's Northwestern Mutual Financial Network Experience January 1991 - January 2000
Job Director at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers  April 2015 - Present
Deloitte  May 2011 - April 2015
RR Donnelley  February 2002 - May 2011
TBG Financial  January 2000 - December 2001
Northwestern Mutual Financial Network   January 1991 - January 2000

Skills
Business Development, Selling, Cross-functional Team..., Sales, Strategy, Professional Services, Business Strategy, Entrepreneurship, Consulting, Corporate Finance, Investments, Salesforce.com, Finance, Management, CRM, Enterprise Software, Outsourcing, Start-ups, Relationship Building

Education
University of California, San Diego   1986 — 1991
BA, Communications / Political Science

Loyola High School   1982 — 1986

Ben Kuntz Ben Kuntz San Diego, California Details
Ben Kuntz's Northwestern Mutual Financial Network Experience January 2009 - September 2009
Job Territory ManagerBard Medical
Industry Medical Devices
Experience
CR Bard  June 2015 - Present
Cintas  October 2012 - Present
Cintas  April 2011 - September 2012
QTS Payroll   October 2009 - March 2011
Northwestern Mutual Financial Network   January 2009 - September 2009
AmerisourceBergen  May 2008 - August 2008

Skills
Inventory Management, Payroll, Customer Satisfaction, Consultative Selling, Customer Relations, Customer Service, Management, Sales, Sales Management, Access, Account Management, B2B, Cold Calling, Employee Benefits, Finance, HRIS, Leadership, Marketing, Sales Operations, Sales Presentations, Sales Process, Selling, Strategic Planning, Team Building, Time Management, Training

Education
University of Idaho   2004 — 2008
B.S., Justice Studies, Sociology

Jacob Tabor Jacob Tabor Greater St. Louis Area Details
Jacob Tabor's Northwestern Mutual Financial Network Experience February 2007 - February 2009
Job Senior Account Executive at Apria Healthcare
Industry Marketing and Advertising
Experience
Apria Healthcare  2013 - Present
J. Tabor Consulting   April 2012 - May 2013
Pacific Pulmonary Services  May 2011 - June 2012
Lincare Holdings, Inc  February 2009 - May 2011
Northwestern Mutual Financial Network   February 2007 - February 2009

Skills
Medical Device Sales, Investment Strategies, Life & Health Insurance..., B2B Marketing, Medical Devices, Hospitals, Marketing, Insurance, Pharmaceutical Industry, Sales, Cold Calling, Customer Service, Account Management, Marketing Strategy, Sales Operations, Sales Management, Management, Direct Sales, Product Launch, Leadership, Team Building

Education
University of Colorado Colorado Springs   2003 — 2007
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Timothy Gatto Timothy Gatto Charlotte, North Carolina Area Details
Timothy Gatto's Northwestern Mutual Financial Network Experience September 2010 - December 2011
Job Licensed Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2013 - Present
Northwestern Mutual Financial Network   September 2010 - December 2011
Insurance Sales Professional   August 2010 - December 2011

Skills
Investments, Fixed Annuities, Strategic Financial..., Insurance, Financial Analysis, Portfolio Management, Risk Management, Sales, Financial Modeling, Customer Service, Disability Insurance, Retirement Planning, Asset Management, Mutual Funds, Leadership, Asset Allocation, Management, Financial Services, Business Development, Retirement, Series 6, Series 63, Series 65, Wealth Management, Finance, Financial Planning

Education
The University of Connecticut   2006 — 2010
Sociology

Dylan D. Henderson Dylan D. Henderson Tampa/St. Petersburg, Florida Area Details
Dylan D. Henderson's Northwestern Mutual Financial Network Experience May 2012 - December 2012
Job Operations Associate, Alternative Investments Group at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2014 - Present
CBRE  May 2013 - July 2013
Northwestern Mutual Financial Network   May 2012 - December 2012
Sheaffer Boats   May 2011 - July 2011

Skills
Wealth Accumulation, Mezzanine, Debt Restructuring, Equity Capital Markets, Loan Servicing, Correspondent Banking, Organizational..., Organizational..., Public Relations, Mortgage Lending, Portfolio Management, Loans, Real Estate, Investments, Finance, Public Speaking

Education
University of Florida   2013 — 2014
Master of Science (MS), Real Estate

University of Florida   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General and Real Estate

H.B. Plant High School   2006 — 2010

Greg Murphy Greg Murphy Greater San Diego Area Details
Greg Murphy's Northwestern Mutual Financial Network Experience July 2006 - July 2007
Job Political, Coastal and Maritime Business Advisor
Industry Public Policy
Experience
The Maritime Alliance   July 2013 - Present
Supervisor Greg Cox, San Diego County Board of Supervisors   March 2010 - Present
UC San Diego Alumni Association   May 2008 - February 2010
Supervisor Greg Cox, San Diego County Board of Supervisors   August 2007 - May 2008
Northwestern Mutual Financial Network   July 2006 - July 2007

Skills
Entrepreneurship, Team Leadership, Public Policy, Government Relations, Higher Education, Media Relations, Public Speaking, Program Management, Financial Analysis, Volunteering, Philanthropy, CRM, Grant Writing

Education
University of California, San Diego
B.A., Political Science

UC San Diego Extension
Certificate, Finance

Tyler Peters Tyler Peters Austin, Texas Details
Tyler Peters's Northwestern Mutual Financial Network Experience May 2009 - July 2009
Job Big Data & Analytics
Industry Information Technology and Services
Experience
Oracle  November 2014 - Present
Kforce Inc  March 2014 - October 2014
Kforce  October 2013 - February 2014
AIL  December 2012 - August 2013
Traeger Pellet Grills, LLC  May 2012 - November 2012
Enterprise Rent-A-Car  September 2010 - April 2012
Apple Retail  May 2010 - August 2010
uHaps   August 2009 - December 2009
Ubisoft  January 2009 - December 2009
Northwestern Mutual Financial Network   May 2009 - July 2009

Skills
Lead Generation, Cold Calling, Reporting & Analysis, Business Intelligence..., Marketing Strategy, Oracle E-Business Suite, Software Sales, Email Marketing, SaaS, PaaS, Creative Strategy, Technical Recruiting, Market Research, Leadership, Sales Management, Google Adwords, Mac OS X, Windows, Video Production, Recruiting, Sourcing, Selling, Screening, Building Relationships, Microsoft Office, Adaptability, Permanent Staffing, Talent Acquisition, Licensed Life & Health..., Sales

Education
University of Georgia - Terry College of Business   2006 — 2009
Bachelor of Business Administration, Marketing, 3.58

Jill Minkin Jill Minkin Greater Boston Area Details
Jill Minkin's Northwestern Mutual Financial Network Experience 1997 - 2005
Job Vice President, Business Development, Programs & Partnerships at Saracen Properties
Industry Real Estate
Experience
Saracen Properties   April 2015 - Present
General Catalyst Partners  June 2011 - March 2015
William Raveis Real Estate  July 2008 - June 2011
Prudential Unlimited Realty  August 2007 - July 2008
Old North Advisors, LLC   April 2006 - June 2007
Northwestern Mutual Financial Network   1997 - 2005

Skills
Marketing, Contract Negotiation, Management, Budgets, Sales, Real Estate, Investments, Strategy, Business Development, Fundraising, Event Planning, Analysis, Start-ups, Financial Reporting, Strategic Planning, Business Strategy, Financial Transactions, Philanthropy, Private Aviation, Investment Management, Investment analysis, Cross Functional Team..., Entrepreneurship

Education
University of California, Santa Cruz   1993 — 1996
BA

Mission San Jose   1990 — 1993
High School Diploma

Bryan Lunak Bryan Lunak Seattle, Washington Details
Bryan Lunak's Northwestern Mutual Financial Network Experience April 2010 - December 2010
Job National Account Manager at CHEP
Industry Logistics and Supply Chain
Experience
CHEP  January 2015 - Present
CHEP  December 2012 - December 2014
CHEP  January 2011 - December 2012
Northwestern Mutual Financial Network   April 2010 - December 2010

Skills
Supply Chain Management, Inventory Management, Logistics, Siebel, SAP, Demand Planning, Lean Logistics, Supply Chain, Management, Leadership, Operations Management, 3PL, Transportation..., Logistics Management, Transportation, Sales, Retail, Cold Calling, Networking, QlikView, Microsoft Excel, Microsoft Office, Account Management, Sourcing, Project Planning, Training, Project Management

Education
University of Central Florida   2005 — 2010
Marketing, Marketing

Frank Sardinha, III Frank Sardinha, III Miami, Florida Details
Frank Sardinha, III's Northwestern Mutual Financial Network Experience May 2009 - May 2010
Job Associate at Black Srebnick Kornspan & Stumpf, PA
Industry Law Practice
Experience
Black Srebnick Kornspan & Stumpf, PA   February 2015 - Present
Florida American Legion Boys State   July 2012 - Present
Wicker Smith O'Hara McCoy & Ford, P.A.   April 2014 - February 2015
Wicker, Smith, O'Hara, McCoy & Ford, P.A.   August 2012 - April 2014
Miami-Dade Public Defender's Office  August 2013 - November 2013
Great Eastern Mortgage & Investment, Inc   August 2010 - March 2011
Northwestern Mutual Financial Network   May 2009 - May 2010

Skills
Legal Research, Legal Writing, Real Estate, Public Speaking, Parliamentary Procedure, Oral Arguments, Moot Court, Student Leadership, Youth Leadership, Trials, Commercial Litigation, Lexis, Criminal Law, Litigation, Civil Litigation, Westlaw, Youth Outreach, Trial Practice, Legal Issues, Mediation, Product Liability, Appeals, Legal Assistance, Courts, Event Planning

Education
University of Miami School of Law   2011 — 2013
Juris Doctor, Law

University of Florida   2006 — 2010
Bachelor of Science, Finance

Brad Mitchell Brad Mitchell Greater Seattle Area Details
Brad Mitchell's Northwestern Mutual Financial Network Experience April 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual Financial Network   April 2009 - Present
Cbeyond  2003 - 2007

Skills
Cold Calling, Sales Process, Direct Sales, Start-ups, Sales, Insurance, Budgets, Investments, Financial Planning, Retirement, Finance, Time Management, Portfolio Management, Securities, Disability Insurance

Education
University of Colorado Denver   2000 — 2003

Issaquah High School

Brian Franczyk, CLU, ChFC, CASL Brian Franczyk, CLU, ChFC, CASL Greater Denver Area Details
Brian Franczyk, CLU, ChFC, CASL's Northwestern Mutual Financial Network Experience June 2001 - Present
Job Financial Advisor, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network   June 2001 - Present
Northwestern Mutual  June 2001 - Present

Skills
Life Insurance, Wealth Accumulation, Retirement Planning, Finance, Sales, IRAs, Disability Insurance, Financial Services, Series 63, Long-term Care, Investments, Term Life Insurance, Portfolio Management, Insurance

Education
University of Colorado at Boulder   1998 — 2002
BS, Marketing

Taylor Kennedy Taylor Kennedy Greater Denver Area Details
Taylor Kennedy's Northwestern Mutual Financial Network Experience January 2009 - September 2012
Job National Director at NextHealth Technologies
Industry Medical Devices
Experience
NextHealth Technologies   August 2015 - Present
Truven Health Analytics  September 2012 - August 2015
Northwestern Mutual Financial Network   January 2009 - September 2012

Skills
Strategic Consulting, Health Insurance, Sales, Analytics, Healthcare Consulting, Healthcare, Social Networking, Social Media Marketing, Consulting, Insurance, Data Analysis, Strategic Planning, Account Management, Salesforce.com, Management, Leadership, Strategy, Marketing, Team Building, Business Development

Education
University of Colorado Denver   2013 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, Business/Healthcare

University of Colorado Boulder   2001 — 2005
Bachelor of Science, Communication

William H. Rust William H. Rust Washington D.C. Metro Area Details
William H. Rust's Northwestern Mutual Financial Network Experience May 2002 - April 2005
Job Regional Sales Executive
Industry Financial Services
Experience
Concur Technologies - an SAP Company   November 2014 - Present
Sprint  November 2010 - November 2014
AIG SunAmerica Retirement Markets   April 2006 - April 2009
Wachovia Securities Financial Network  April 2005 - April 2006
Northwestern Mutual Financial Network   May 2002 - April 2005

Skills
Series 63, Mutual Funds, Series 7, Fixed Annuities, 401k, Retirement, Retirement Planning, Asset Allocation, Wealth Management, Financial Advisory, Alternative Investments, Securities, Long-term Care, Investments, Series 6, Life Insurance, Strategic Financial..., Asset Management, Insurance, IRAs, Investment Strategies, Investment Advisory

Education
University of Delaware   1998 — 2002
Bachelor's degree

Andrew Zanzig Andrew Zanzig Greater San Diego Area Details
Andrew Zanzig's Northwestern Mutual Financial Network Experience November 2008 - August 2009
Job Operations at Linksoul
Industry Apparel & Fashion
Experience
Linksoul   January 2015 - Present
iGrad  October 2013 - January 2015
Ashford University  August 2009 - October 2011
Northwestern Mutual Financial Network   November 2008 - August 2009
DR Horton  2003 - 2008
Hapuna Golf Course   January 2001 - December 2002

Skills
Recruiting, Leadership, Contract Negotiation, Social Media, Sales, Project Management, Microsoft Office, Team Building, Social Media Marketing, Public Speaking, Training, Strategic Planning, Customer Service, Event Planning, Coaching, Marketing, Management, Leadership Development

Education
University of California, Santa Barbara   1995 — 1999
Bachelor of Arts (B.A.), Psychology

David Pieronowski David Pieronowski Orlando, Florida Area Details
David Pieronowski's Northwestern Mutual Financial Network Experience May 2010 - September 2014
Job Financial Advisor at Signature Wealth Advisors, LLC
Industry Financial Services
Experience
Signature Wealth Advisors, LLC   October 2014 - Present
Northwestern Mutual Financial Network   May 2010 - September 2014

Skills
Retirement Planning, Investments, Disability Insurance, Strategic Financial..., Series 7, Fixed Annuities, Education Funding, Long-term Care, Long Term Care Insurance, Mutual Funds, Estate Planning, Financial Analysis, Retirement, Wealth Accumulation, Insurance, Series 63, Financial Services, Small Business, IRAs, Life Insurance, Finance, Financial Planning

Education
University of Central Florida   2006 — 2011
Bachelor's Degree, Finance

Dawn McCluskey Dawn McCluskey Boca Raton, Florida Details
Dawn McCluskey's Northwestern Mutual Financial Network Experience January 2008 - Present
Job Chief Recruiting Officer at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  May 2013 - Present
Northwestern Mutual Financial Network   January 2008 - Present
WCI Communities  March 2006 - January 2008
CRI, Inc. for KB Home   August 2004 - March 2006
Northwestern Mutual  2000 - 2004

Skills
Recruiting, College Recruiting, Onboarding, Talent Acquisition, Coaching, Applicant Tracking..., Training, Performance Management, Employee Benefits, HRIS, Organizational..., Team Building, Time Management, Leadership, Account Management, Leadership Development, Succession Planning, Employee Relations

Education
University of Florida   1992 — 1996
Bachelors of Arts, Sociology

Zach Cole Zach Cole Denver, Colorado Details
Zach Cole's Northwestern Mutual Financial Network Experience December 2009 - August 2010
Job Investment Analyst at Sargent Bickham Lagudis
Industry Investment Management
Experience
Sargent Bickham Lagudis  January 2014 - Present
Deloitte  August 2012 - January 2014
University of Colorado at Boulder  August 2010 - May 2012
Colorado Custom Printing LLC   January 2010 - May 2012
Deloitte  May 2011 - August 2011
Northwestern Mutual Financial Network   December 2009 - August 2010
Pinehurst Country Club Restaurant   May 2008 - May 2010
Ken Caryl Painting Inc   May 2006 - June 2008
Hacienda Colorado  August 2007 - December 2007
Cost Plus World Market  August 2006 - March 2007

Skills
VBA, Corporate Finance, Finance, Investments, Marketing, Economics, Research, Statistics, Time Management, Sales, Recruiting, Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Financial Analysis, Microsoft Word, Public Speaking, Analysis, IT Auditing, Internal Controls, Governance, Market Research, Valuation

Education
University of Colorado at Boulder - Leeds School of Business   2008 — 2012
B.S., Quantitative Finance

University of Colorado at Boulder   2008 — 2012
B.A. Economics, Quantitative Economics

University of Colorado at Boulder   2008 — 2012
Minor, Mathematics

Columbine High School   2004 — 2008
Diploma, High School Education

Paul McNellis Paul McNellis Greater Chicago Area Details
Paul McNellis's Northwestern Mutual Financial Network Experience November 2001 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network   November 2001 - Present
CIBC World Markets  1991 - 2001

Education
University of Colorado Boulder
B.S. Psychology

Josh Bernard Josh Bernard Greater Los Angeles Area Details
Josh Bernard's Northwestern Mutual Financial Network Experience May 2011 - May 2012
Job Analyst at Tiger Group, LLC
Industry Investment Banking
Experience
Tiger Group, LLC  May 2014 - Present
Bainco International Investors  January 2014 - March 2014
State Street  August 2012 - December 2013
Northwestern Mutual Financial Network   May 2011 - May 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Social Media, Investments, Accounting, Bloomberg, Bloomberg Terminal, Sales, Teamwork, Financial Modeling, Valuation, Leveraged Finance, Buyouts, Finance, Mergers

Education
Investment Banking Institute   2013 — 2013

The University of Connecticut   2008 — 2012
Bachelor of Science

Cushing Academy   2004 — 2008
High School Diploma 2008

Anna Kyupelyan Anna Kyupelyan Greater Los Angeles Area Details
Anna Kyupelyan's Northwestern Mutual Financial Network Experience March 2008 - November 2008
Job Product Marketing Associate, Communications at ZipRecruiter
Industry Financial Services
Experience
ZipRecruiter  May 2015 - Present
ZipRecruiter  May 2014 - April 2015
Ascend One  March 2010 - March 2014
Caluco Outdoor Living   July 2009 - February 2010
Northwestern Mutual Financial Network   March 2008 - November 2008
The UCLA Fund   June 2007 - September 2008

Skills
Financial Analysis, Credit, Budgets, Finance, Analysis, Risk Management, Financial Reporting, Banking

Education
University of California, Los Angeles   2005 — 2009
Bachelor of Arts (B.A.), Economics

David Miller, CFP®, CLU® David Miller, CFP®, CLU® Greater San Diego Area Details
David Miller, CFP®, CLU®'s Northwestern Mutual Financial Network Experience 2008 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network   2008 - Present
Shirlaws  2007 - 2008
Harbinger Mortgage Solutions   2005 - 2007

Education
UCSD   2000 — 2005
Bachelor of Science

University of California, San Diego   2000 — 2005
BS, Environmental Systems

Cameron Dunford Cameron Dunford Greater Denver Area Details
Cameron Dunford's Northwestern Mutual Financial Network Experience August 2008 - 2010
Job Vice President, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  December 2014 - Present
OppenheimerFunds  February 2011 - December 2014
Northwestern Mutual  October 2008 - June 2010
Northwestern Mutual Financial Network   August 2008 - 2010
Worldwide Express  May 2007 - May 2008

Education
University of Colorado Boulder   2003 — 2007
BA, Political Science and History

Anthony Golba Anthony Golba New York, New York Details
Anthony Golba's Northwestern Mutual Financial Network Experience May 2011 - August 2011
Job Negotiator at PHD
Industry Marketing and Advertising
Experience
PHD  October 2013 - Present
MediaCom  February 2013 - October 2013
Signpost  October 2012 - January 2013
Patient 9 Foundation   February 2012 - October 2012
appSYGNA   February 2012 - May 2012
Northwestern Mutual Financial Network   May 2011 - August 2011

Skills
Microsoft Word, Microsoft PowerPoint, Sales, Competitive Analysis, Microsoft Excel, Negotiation, Market Research

Education
University of Delaware - Lerner College of Business and Economics   2008 — 2012
Bachelor of Science, Marketing and Operations Management

Michael T. Ford, CFA Michael T. Ford, CFA Providence, Rhode Island Details
Michael T. Ford, CFA's Northwestern Mutual Financial Network Experience May 2009 - August 2009
Job Portfolio Oversight Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Andersen Tax LLC  July 2011 - May 2015
University of Connecticut  August 2010 - May 2011
Alpha Kappa Psi Professional Business Fraternity  October 2009 - December 2010
Time Inc.  June 2010 - August 2010
Northwestern Mutual Financial Network   May 2009 - August 2009
Marshall's Retail  August 2005 - January 2009

Skills
Investments, Financial Analysis, Asset Allocation, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Equities, Budgets, Management, Public Speaking, Problem Solving, Writing, Manager Selection

Education
The University of Connecticut   2007 — 2011
Bachelor of Science, Finance

Middletown High School

St. Mary's

Katie Terry Katie Terry Jacksonville, Florida Details
Katie Terry's Northwestern Mutual Financial Network Experience May 2008 - June 2010
Job Team Lead, Client Implementations at Advent Software
Industry Financial Services
Experience
Advent Software  August 2014 - Present
Advent Software  2011 - Present
Northwestern Mutual Financial Network   May 2008 - June 2010
Merrill Lynch  October 2007 - April 2008
Dr. Katherine L. Billingsley, MD, PA   May 2004 - August 2007

Skills
Customer Service, Management, Project Management, Marketing Strategy, Insurance, Process Scheduler, Leadership, Analysis, Business Analysis, Process Improvement, Account Management, CRM, Data Analysis, Finance, Salesforce.com

Education
University of Florida - Warrington College of Business Administration   2010 — 2011
MBA, Marketing

University of North Florida   2004 — 2008
Bachelor, Business Administration

EUROPEAN BUSINESS SCHOOL   2007 — 2007

Todd Gindy, CFP® Todd Gindy, CFP® Greater Los Angeles Area Details
Todd Gindy, CFP®'s Northwestern Mutual Financial Network Experience 1990 - Present
Job Wealth Management Advisor at The Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network   1990 - Present

Education
University of California, Los Angeles   1983 — 1987
BS Economics

Timothy W. Carmean, CLU Timothy W. Carmean, CLU Houston, Texas Area Details
Timothy W. Carmean, CLU's Northwestern Mutual Financial Network Experience January 1987 - December 1989
Job Financial Advisor, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  August 1990 - Present
Northwestern Mutual Financial Network   January 1987 - December 1989
Schlumberger  January 1976 - January 1986

Skills
Retirement Planning, Finance, Investments, Insurance, Retirement, Life Insurance, Disability Insurance, Risk Management, Leadership, Estate Planning, Non-Qualified Deferred..., Bonus Plans, Supplemental Employee..., Business Planning, Long Term Care Insurance, Personal Finance, Securities, Series 7, Management, Strategic Financial..., Strategic Planning, Wealth, Wealth Accumulation, Wealth Management..., Financial Planning

Education
University of Houston   1984 — 1989
Bachelors of Business Administration, Finance

Texas State Technical Institute   1975 — 1977
Associate Degree, Electronics

Jonathan Visconti, CCIM Jonathan Visconti, CCIM Charlotte, North Carolina Area Details
Jonathan Visconti, CCIM's Northwestern Mutual Financial Network Experience September 2010 - December 2010
Job Real Estate Investor and Developer
Industry Real Estate
Experience
Gvest Capital LLC   June 2011 - Present
Parmenter Realty Partners  February 2011 - June 2011
Northwestern Mutual Financial Network   September 2010 - December 2010
RaceTrac Petroleum, Store Support Center   May 2010 - August 2010

Education
University of Georgia - Terry College of Business   2009 — 2011
Bachelor of Business Administration, Real Estate

Clayton State University   2008 — 2009

David Treft, CPA David Treft, CPA Cincinnati Area Details
David Treft, CPA's Northwestern Mutual Financial Network Experience March 2002 - November 2008
Job Financial Advisor
Industry Financial Services
Experience
Souders Financial Group   January 2011 - Present
MassMutual Financial Group  November 2008 - December 2010
Northwestern Mutual Financial Network   March 2002 - November 2008
Successories Unlimited Inc.   June 1992 - November 2004
KPMG Peat Marwick  June 1989 - June 1992

Education
University of Cincinnati College of Business   1985 — 1989
BS, Accounting

Nancy A Wellman Nancy A Wellman Xenia, Ohio Details
Nancy A Wellman's Northwestern Mutual Financial Network Experience April 2011 - Present
Job Special Projects/ Event Coordinator
Industry Events Services
Experience
Northwestern Mutual Financial Network   April 2011 - Present
Nortwestern Mututal Financial Network   August 2003 - December 2008
Seitz & George Office Equipement Co   1983 - 1988

Skills
Insurance, Financial Planning, Outlook, Excel, Organizational Design, Adaptive Reuse, Quicken, Strategic Financial...

Education
University of Cincinnati   1978 — 1983
BS, Interior Design

Hunter Schroeder Hunter Schroeder Little Rock, Arkansas Area Details
Hunter Schroeder's Northwestern Mutual Financial Network Experience March 2012 - December 2012
Job Multiline Insurance Adjuster at Crawford & Company
Industry Retail
Experience
Crawford & Company  July 2013 - Present
Sherwin-Williams Paints  January 2013 - June 2013
Northwestern Mutual Financial Network   March 2012 - December 2012
Sherwin-Williams Paints  December 2009 - February 2012

Skills
Knowledge and..., Optimistic outlook in..., Self-Motivated when..., Loyal, Friendly, with..., Social Networking, Ability to learn new..., Goal Oriented, Excel under Pressure..., Insurance, Hands-on understanding...

Education
University of Central Arkansas   2008 — 2012
Bachelor Business Administration, Insurance and Risk Management, Graduate

Stuttgart High School   2004 — 2008

Brittany Downs Brittany Downs Orlando, Florida Area Details
Brittany Downs's Northwestern Mutual Financial Network Experience 2008 - December 2014
Job Development Officer at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual  January 2015 - Present
Northwestern Mutual Financial Network   2008 - December 2014
Mass Mutual Financial Group  April 2006 - April 2008
MassMutual  2006 - 2008

Skills
Life Insurance, Fixed Annuities, Disability Insurance, Investment Advisory

Education
University of Georgia - Terry College of Business   2001 — 2006
Economics

Patrick Howes Patrick Howes Tampa/St. Petersburg, Florida Area Details
Patrick Howes's Northwestern Mutual Financial Network Experience June 2007 - July 2010
Job Chief Development Officer at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  January 2011 - Present
Northwestern Mutual  July 2010 - December 2010
Northwestern Mutual Financial Network   June 2007 - July 2010
George Jenkins High School  2000 - 2007

Skills
Leadership, Team Building, Management, Finance, Recruiting, Public Speaking, Strategic Planning, Customer Service, Marketing, Financial Analysis, Business Development, Coaching, CRM, Leadership Development, Investments, Retirement Planning

Education
University of South Florida   1998 — 2000
BS

University of Florida   1995 — 1997
Business

Andrew Gast Andrew Gast Cincinnati Area Details
Andrew Gast's Northwestern Mutual Financial Network Experience May 2007 - December 2007
Job Asset Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  June 2012 - Present
Fifth Third Bank  April 2011 - June 2012
Fifth Third Bank  June 2008 - March 2011
Northwestern Mutual Financial Network   May 2007 - December 2007
Barco  March 2006 - September 2006

Skills
Investments, Compliance, Excel

Education
University of Notre Dame   2011 — 2011
Certified Trust and Financial Advisor, Cannon Trust I

University of Dayton   2003 — 2007
B.A., Economics

Mike Johnson, CLU, CLTC Mike Johnson, CLU, CLTC Greater Atlanta Area Details
Mike Johnson, CLU, CLTC's Northwestern Mutual Financial Network Experience November 1993 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network   November 1993 - Present

Skills
Retirement Planning, Pensions, Retirement, Sales, Employee Benefits, Finance, Investments, Disability Insurance, Securities, Life Insurance, Estate Planning, Strategic Financial..., Mortgage Lending, Asset Management, Loans, Project Planning, Financial Analysis, Fixed Annuities, Wealth Management, Time Management, Series 7, Leadership, Insurance, Health Insurance, 401k, Financial Modeling, Strategic Planning, Personal Finance, Mutual Funds, Portfolio Management, Banking, Customer Service, Series 63, Long-term Care, Financial Services, Team Building, Marketing, Budgets, Risk Management, Small Business, Financial Planning

Education
University of Florida

Lauren Chesney Anderson Lauren Chesney Anderson Fayetteville, Arkansas Area Details
Lauren Chesney Anderson's Northwestern Mutual Financial Network Experience 2006 - 2006
Job Senior Account Executive at Crisp Media
Industry Marketing and Advertising
Experience
Crisp Media  June 2015 - Present
Triad Retail Media  February 2014 - June 2015
Triad Retail Media  June 2013 - February 2014
Triad Retail Media  February 2013 - June 2013
Triad Retail Media  March 2011 - January 2013
American Red Cross, Northwest Arkansas Chapter   December 2010 - March 2011
The Northwest Arkansas Chapter of the American Red Cross   September 2010 - December 2010
Northwestern Mutual Financial Network   2006 - 2006
KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC.   March 2005 - November 2005
Yukon Public Schools  October 2003 - May 2005

Skills
Promotions, Fundraising, Advertising, Account Management, Public Relations, Online Marketing, Social Media Marketing, Key Account Management, Event Planning, Online Advertising, Social Media, Advertising Sales, New Business Development, Marketing Communications, Marketing Strategy, Strategic Planning, Copywriting, Leadership, Digital Marketing, Sales Management, Management

Education
University of Central Oklahoma   2000 — 2005
Bachelor of Arts, Journalism/ Public Relations

Yukon High School

Yvonne Ho Yvonne Ho San Diego, California Details
Yvonne Ho's Northwestern Mutual Financial Network Experience May 2005 - February 2008
Job Creator of Valuable Partnerships and World Class Customer Experiences
Industry Computer Software
Experience
Humanscale  February 2015 - Present
Self-Employed  March 2014 - February 2015
Mitchell International  February 2009 - March 2014
Mitchell International  February 2008 - February 2009
Northwestern Mutual Financial Network   May 2005 - February 2008
Turov Investment Group   May 2002 - September 2006

Skills
Account Management, Salesforce.com, Cross-functional Team..., SaaS, Sales, Business Development, Insurance, CRM, Customer Retention, Process Improvement, Sales Process, Strategic Partnerships, Customer Engagement, Customer Satisfaction, Software Project..., Financial Analysis, Client Development, Business Strategy, Partner Management, Partnership-building, ASP, Technology Integration, System Deployment, Long-term Customer..., Product Demonstration, Revenue Recognition, Agile & Waterfall..., Strategic Account..., Vendor Management, NPS Planning, Keen Listener, Communication, Data Analysis, Business Analysis, Programming Languages, Disaster Response, Data-driven Decision..., Lean Thinking, SharePoint, Contract Pricing, Proposal Writing, Technical Writing, Enterprise Software, Technical Training, Requirements Gathering, Requirements Analysis, Regulatory Requirements, ICD-10, Executive Reporting, Reporting & Analysis

Education
University of California, San Diego   2001 — 2006
Bachelor of Arts (B.A.), Economics

Jennifer Poon Jennifer Poon San Francisco Bay Area Details
Jennifer Poon's Northwestern Mutual Financial Network Experience 2002 - 2005
Job Business Analyst Advisor at Dell
Industry Computer Networking
Experience
Dell  January 2014 - Present
Dell  June 2013 - January 2014
Dell  2011 - June 2013
Force10 Networks  2010 - 2011
Force10 Networks  2007 - 2010
Northwestern Mutual Financial Network   2002 - 2005
Northwestern Mutual Financial Network   2001 - 2002

Skills
Windows, Outlook, Oracle, Microsoft Excel, Visio, Cross-functional Team..., Microsoft Word, PowerPoint, Operating Systems, Databases, Salesforce.com, XML, CRM, Switches, Solution Selling, Customer Service, Software Documentation, Management, TCP/IP, Sales Management, Process Improvement, Virtualization, Data Center, Customer Satisfaction, Strategic Planning, Project Planning, Team Leadership, Enterprise Software, Sales, Leadership, Troubleshooting, Analysis, Accounting, Project Management, Financial Reporting, Training, Access

Education
University of California, Irvine
B.A, Major: Economics, Minor: Management

Katie Six Katie Six Oshkosh, Wisconsin Area Details
Katie Six's Northwestern Mutual Financial Network Experience August 2002 - January 2005
Job Owner of Internet Franchises
Industry Internet
Experience
FavoritesByKate.com (LLC)   2009 - Present
Annan & Bird Lithographers, a Consolidated Graphics Company   July 2009 - February 2011
OEC Graphics  January 2005 - July 2009
Northwestern Mutual Financial Network   August 2002 - January 2005

Skills
Sales, Entrepreneurship, Marketing, Retail, Packaging, Customer Service, Pre-press, Account Management, Time Management, B2B, Business Development, Advertising, Sales Management, Direct Marketing, New Business Development, Strategic Planning, Social Media Marketing, Marketing Strategy, Small Business, Social Networking, Team Building, Customer Support

Education
University of Evansville   1998 — 2002
BS and BA, Global Business and Spanish

Jessie Heckman Jessie Heckman Greater Philadelphia Area Details
Jessie Heckman's Northwestern Mutual Financial Network Experience May 2006 - January 2008
Job International Project Intern at Vanguard
Industry Nonprofit Organization Management
Experience
Vanguard  November 2012 - Present
Vanguard  May 2012 - Present
Vanguard  January 2012 - May 2012
Vanguard  May 2011 - January 2012
Randstad  November 2010 - April 2011
AIDS Fund  July 2010 - November 2010
AIDS Fund  June 2010 - November 2010
Private Family  September 2008 - May 2010
French Embassy English Assistant Program   October 2008 - April 2009
Northwestern Mutual Financial Network   May 2006 - January 2008

Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Social Media, Public Relations, Strategic Planning, Account Management, Insurance, Editing, Microsoft Word, Outlook, Economics, Public Speaking, Facebook, Event Planning, Teamwork, Research, Access, Analysis, Adobe Creative Suite, iMovie, SharePoint, Project Management

Education
University of Delaware - Lerner College of Business and Economics   2003 — 2008
BS Finance, International Business

University of Delaware   2003 — 2007
Bachelor of Arts, French Literature

James Corso James Corso Greater New York City Area Details
James Corso's Northwestern Mutual Financial Network Experience 2000 - 2008
Job Managing Director at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual  2008 - Present
Northwestern Mutual Financial Network   2000 - 2008
Northwestern Mutual Financial Network   1990 - 2000

Education
University of Connecticut   1984 — 1989

Steven Vassallo, CLU, ChFC Steven Vassallo, CLU, ChFC Greater New York City Area Details
Steven Vassallo, CLU, ChFC's Northwestern Mutual Financial Network Experience June 2003 - Present
Job Associate Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network   June 2003 - Present

Education
American College- Huebner School Programs   2005 — 2009
CLU, CHFC, Financial Services

University of Delaware   1996 — 2000

Casey Timmerman Casey Timmerman Boise, Idaho Area Details
Casey Timmerman's Northwestern Mutual Financial Network Experience May 2007 - September 2007
Job Assistant Manager at Walgreens
Industry Financial Services
Experience
Walgreens  September 2008 - Present
Morgan Stanley  October 2007 - March 2008
Northwestern Mutual Financial Network   May 2007 - September 2007
Lithia Auto Stores  June 2006 - May 2007
Walt Disney World  May 2005 - January 2006

Education
University of Idaho   2000 — 2006
Bachelor's Degree, Finance

Dzifa Glymin Dzifa Glymin Greater Denver Area Details
Dzifa Glymin's Northwestern Mutual Financial Network Experience October 2006 - November 2008
Job Vice PresidentOperations at Cowry Capital Group
Industry Oil & Energy
Experience
Cowry Capital Group   November 2008 - Present
Sequoia Energy Services LLC   January 2012 - Present
Colorado Fly Fisherman LLC   September 2008 - Present
Northwestern Mutual Financial Network   October 2006 - November 2008

Education
University of Colorado Boulder   1996 — 2000

Cherry Creek High School   1992 — 1996

Ashley Grover Ashley Grover Washington D.C. Metro Area Details
Ashley Grover's Northwestern Mutual Financial Network Experience July 2008 - October 2013
Job Business Systems Consultant at Grover Consulting Services, LLC
Industry Professional Training & Coaching
Experience
Grover Consulting Services, LLC   June 2014 - Present
Northwestern Mutual  October 2013 - June 2014
Northwestern Mutual Financial Network   July 2008 - October 2013

Skills
Disability Insurance, Employee Relations, Employee Benefits, Insurance, Leadership, Onboarding, Recruiting, Retirement Planning, Sales, Talent Acquisition, Talent Management

Education
University of Florida

University of South Florida

Wade Riley Wade Riley Orlando, Florida Area Details
Wade Riley's Northwestern Mutual Financial Network Experience July 2004 - December 2008
Job National Account Manager at Healthcare Scouts
Industry Hospital & Health Care
Experience
Healthcare Scouts  January 2008 - Present
Northwestern Mutual Financial Network   July 2004 - December 2008

Education
University of Central Florida - College of Business Administration   2002 — 2005
Business

University of Central Florida

Jim Stinson Jim Stinson Greater Chicago Area Details
Jim Stinson's Northwestern Mutual Financial Network Experience June 2008 - January 2011
Job Financial Advisor/Field Director at The McTigue Financial Group
Industry Financial Services
Experience
The McTigue Financial Group  September 2006 - Present
Northwestern Mutual Financial Network   June 2008 - January 2011

Skills
Creative Direction, Leadership, Retirement Planning, Investments, Microsoft Office, Financial Analysis, Securities, Sales Operations, Finance, Management, Marketing Strategy, Sales, Insurance

Education
University of Illinois at Urbana-Champaign   2000 — 2005

Guilford

Paul Castillo Paul Castillo Orange County, California Area Details
Paul Castillo's Northwestern Mutual Financial Network Experience November 2000 - Present
Job Financial Representative Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network   November 2000 - Present

Education
University of California, Santa Cruz   1992 — 1996

Brad P. Seitzinger, ChFC, CLU Brad P. Seitzinger, ChFC, CLU Greater Detroit Area Details
Brad P. Seitzinger, ChFC, CLU's Northwestern Mutual Financial Network Experience June 1990 - Present
Job Managing Partner Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network   June 1990 - Present
Strategic Employee Benefit Services  2007 - March 2014
Vistage Michigan  2008 - January 2014

Skills
Retirement Planning, Leadership, Coaching, Wealth Management, Strategic Financial..., Small Business, Investments, Finance, Series 7, Sales, Insurance, Fixed Annuities, Management, Retirement, Estate Planning, Financial Advisory, Investment Strategies, Wealth Management..., 401k, Training, Disability Insurance, Long-term Care, Life Insurance, Wealth Accumulation, Financial Services, Team Building, Public Speaking, Entrepreneurship, Strategic Planning, Leadership Development, Business Development, Sales Management, Strategy, Financial Analysis, Risk Management, Financial Planning

Education
Bell leadership institute   2003 — 2005

American College   1993 — 2000
Chartered Financial Consultant Chartered Life Underwriter, Financial Services

University of Evansville   1988 — 1992
Business Administration, Management

Steven Paragone, CLTC Steven Paragone, CLTC Greater New York City Area Details
Steven Paragone, CLTC's Northwestern Mutual Financial Network Experience June 1988 - January 2014
Job Employee Benefits Specialist at Northeastern Benefit Services, LLC
Industry Insurance
Experience
Northeastern Benefit Services, LLC   January 2014 - Present
Northwestern Benefit Services   November 1991 - January 2014
Northwestern Mutual Financial Network   June 1988 - January 2014

Skills
Long Term Care, Dental, Disability Insurance, Employee Benefits, Small Business, Insurance, Medicare Supplements, Long-term Care, Estate Planning, Life Insurance, Risk Management, Financial Planners, Investments, 401k, Retirement Planning, Long Term Care Insurance, Medicare, Mutual Funds, Retirement, Term Life Insurance, Health Insurance, Fixed Annuities, IRAs, Strategic Financial..., Series 63, Whole Life, Finance, Financial Planning

Education
University of Delaware   1984 — 1988
Bachelor of Science (B.S.), Business Administration-Finance

Ridge High School   1980 — 1984

Shauna Clements Shauna Clements San Francisco Bay Area Details
Shauna Clements's Northwestern Mutual Financial Network Experience October 2007 - January 2010
Job Area Director at Galileo Learning
Industry Education Management
Experience
Galileo Learning  September 2013 - Present
Galileo Learning  January 2011 - August 2013
Galileo Learning  January 2010 - August 2013
Northwestern Mutual Financial Network   October 2007 - January 2010
BRUIN WOODS  June 2005 - September 2007

Skills
Community Outreach, Recruiting, Program Development, Volunteer Management, Microsoft Office, Editing, Social Networking, Microsoft Excel, Staff Development, Customer Service, Social Media Marketing, Event Planning, Training, Leadership Development, Team Building, Educational Leadership, Interviews, Coaching

Education
University of California, Los Angeles   2003 — 2007
Bachelor of Arts (BA), Political Science

Enid O'Brien Enid O'Brien Greater New York City Area Details
Enid O'Brien's Northwestern Mutual Financial Network Experience April 2003 - July 2007
Job Account Executive at Kforce Inc.
Industry Staffing and Recruiting
Experience
Kforce Inc.  December 2010 - June 2011
Manhattan FundingNY LTD.   April 2008 - June 2010
Nomura Securities  July 2007 - February 2008
Nomura Securities  July 2007 - February 2008
Northwestern Mutual Financial Network   April 2003 - July 2007
Northwestern Mutual Financial Network   2003 - 2007
Investors Bank and Trust  August 2001 - April 2003
Calyon (Formerly known as Credit Lyonnais)   June 1997 - August 2000

Skills
Mutual Funds, Securities, Investments, Financial Analysis, Equities, Bloomberg, Insurance, Financial Services, Strategic Financial..., Series 7, Portfolio Management, Accounting, Hedge Funds, Finance, Risk Management, Trading, Derivatives

Education
University of Hartford   1997 — 2001
Bachelor of Science (BS), Economics and finance

University of Hartford   1997 — 2001
BS, Economics Finance

St. Mary's high school

Scott Stutin Scott Stutin Orlando, Florida Area Details
Scott Stutin's Northwestern Mutual Financial Network Experience March 2008 - January 2009
Job Treasury Analyst at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group  March 2011 - Present
Omni Financial Management   January 2009 - January 2011
Northwestern Mutual Financial Network   March 2008 - January 2009

Skills
Financial Modeling, Banking, Finance, Accounting

Education
University of Central Florida
Bachelor of Business Administration, Finance

Norma Waddell Norma Waddell Orange County, California Area Details
Norma Waddell's Northwestern Mutual Financial Network Experience February 2006 - Present
Job Owner, Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network   February 2006 - Present

Education
University of California, Los Angeles   1975 — 1977
English

Jordan Miller Jordan Miller Washington D.C. Metro Area Details
Jordan Miller's Northwestern Mutual Financial Network Experience March 2007 - July 2009
Job
Industry Defense & Space
Experience
Smartronix  April 2015 - Present
GQR Global Markets  August 2014 - April 2015
US Army Special Forces Command (Airborne)   July 2009 - July 2014
Northwestern Mutual Financial Network   March 2007 - July 2009
Campus Publishers  February 2007 - December 2007

Education
University of Colorado Boulder   2005 — 2009
B.A. Economics, Economics/Finance/Econometrics

J.F.K Special Warfare Center and School
DoD Qualified 2+/2+ (Speaking/Listening) in Modern Standard Arabic, Modern Standard Arabic

Garrett Bleakley Garrett Bleakley Greater San Diego Area Details
Garrett Bleakley's Northwestern Mutual Financial Network Experience July 2006 - April 2009
Job Financial Advisor and Managing Director
Industry Financial Services
Experience
Northwestern Mutual  August 2010 - Present
Northwestern Mutual  March 2005 - February 2012
Northwestern Mutual  April 2009 - July 2010
Northwestern Mutual Financial Network   July 2006 - April 2009

Skills
Leadership, Management, Time Management, Insurance, Investments, Finance, Social Networking, Microsoft Office, Strategic Planning, Event Planning, Microsoft Excel

Education
University of Colorado Boulder   2000 — 2005
BA, Economics

The Bishop's School   1994 — 2000

Kelly Director Kelly Director Greater Denver Area Details
Kelly Director's Northwestern Mutual Financial Network Experience September 2007 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network   September 2007 - Present
Merrill Lynch  2006 - 2007
Greenwood Village Chamber of Commerce   March 2006 - July 2006
Junior League of Denver  May 2004 - May 2005
Newborn Hope   May 2002 - May 2004

Education
University of Denver

Daisy Mendoza Daisy Mendoza Houston, Texas Area Details
Daisy Mendoza's Northwestern Mutual Financial Network Experience August 2006 - February 2010
Job Financial Services Professional at Strategic Financial Group
Industry Financial Services
Experience
Strategic Financial Group  February 2010 - Present
Northwestern Mutual Financial Network   August 2006 - February 2010

Education
University of Houston

Rachael Seiberling Rachael Seiberling Orange County, California Area Details
Rachael Seiberling's Northwestern Mutual Financial Network Experience Service RepresentativeNorthwestern Mutual Life2003 - Present
Job Service Representative at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network   Service RepresentativeNorthwestern Mutual Life2003 - Present

Education
University of California, Irvine   2003 — 2007
B.A., Social Ecology

Thomas Steinhart Thomas Steinhart Santa Cruz, California Details
Thomas Steinhart's Northwestern Mutual Financial Network Experience May 2008 - September 2008
Job Business Systems Analyst I at Central California Alliance for Health
Industry Nonprofit Organization Management
Experience
Academic Aptos   September 2012 - March 2013
N/A  September 2009 - September 2012
Pacific Dental Services  May 2010 - September 2010
Northwestern Mutual Financial Network   May 2008 - September 2008

Skills
Data Analysis, Statistics, Analysis, Research, Microsoft Office, Microsoft Excel, Actuarial Science, MySQL, Financial Analysis, Tutoring, Insurance, Calculus, Access, Microsoft Word, Customer Service, SAS, PowerPoint, ETL

Education
University of California, Santa Barbara   2005 — 2009
Bachelor's (BS), Statistical Sciences

Emily Ashton Emily Ashton Houston, Texas Area Details
Emily Ashton's Northwestern Mutual Financial Network Experience February 2011 - September 2012
Job Client Service Associate at Kanaly Trust, LTA
Industry Financial Services
Experience
Kanaly Trust, LTA  November 2014 - Present
Northwestern Mutual  November 2013 - April 2014
Northwestern Mutual  September 2012 - September 2013
Northwestern Mutual Financial Network   February 2011 - September 2012
Northwestern Mutual  June 2010 - February 2011
Carnival Music  September 2009 - December 2009
WWKA/K92 FM   August 2008 - July 2009
Country Music Association  2008 - 2009
K92FM   January 2008 - May 2008
Warner Brothers Records  2008 - 2008

Skills
Management, Securities Regulation, Trade Operations, Trade Compliance, Social Networking, Marketing Strategy, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Promotions, Radio Promotions, Research, Public Relations, Market Research, Customer Service, 401k, IRAs, 529 Plans, Pensions, Life Insurance, Disability Insurance, Health Insurance

Education
University of Central Florida   2005 — 2009
Advertising and Public Relation, Marketing Minor

Darlene Foster Darlene Foster Greater New York City Area Details
Darlene Foster's Northwestern Mutual Financial Network Experience February 2005 - April 2011
Job at
Industry Transportation/Trucking/Railroad
Experience
Long Island Rail Road  January 2015 - Present
TSA  June 2014 - January 2015
British Airways  March 2012 - July 2014
Northwestern Mutual Financial Network   February 2005 - April 2011
Diversified Investment Advisors  September 2002 - February 2005

Education
University of Delaware   1999 — 2000
Business Administration

Briana Stanley Briana Stanley Greater St. Louis Area Details
Briana Stanley's Northwestern Mutual Financial Network Experience Shift SupervisorStarbucks Coffee CompanyJanuary 2005 - March 2009
Job Financial Representative at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network   Shift SupervisorStarbucks Coffee CompanyJanuary 2005 - March 2009

Education
Webster University   2006 — 2008
Management, Management & International Business

University of Connecticut   2005 — 2006
Theater Management & Business

Anthony Munari Anthony Munari Greater Chicago Area Details
Anthony Munari's Northwestern Mutual Financial Network Experience May 2011 - August 2011
Job Account Executive at Command Transportation
Industry Consumer Services
Experience
Command Transportation  March 2013 - Present
Cochrane Enterprises  February 2009 - December 2012
Illini Dance Marathon   May 2010 - May 2012
Northwestern Mutual Financial Network   May 2011 - August 2011
Tal Mar Custom Metal Fabricators   September 2006 - January 2011
Sigma Chi Fraternity  December 2009 - December 2010
Sigma Chi Fraternity  May 2009 - December 2009

Skills
Fundraising, Management, Process Improvement, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Sales, Public Speaking, Social Media, Finance, Marketing, Time Management, Training

Education
University of Illinois   2008 — 2012
Bachelor of Science, Economics

University of Illinois at Urbana-Champaign   2008 — 2012
Bachelor's, Economics, 3.00

Cynthia Smith Cynthia Smith Rochester, New York Area Details
Cynthia Smith's Northwestern Mutual Financial Network Experience April 2003 - February 2005
Job President, Global Insurance Benefits
Industry Insurance
Experience
Global Insurance Benefits, Inc.   September 2005 - Present
Associated Insurance Management of Naples, Inc.   March 2005 - August 2005
NorthWestern Mutual Financial Network   April 2003 - February 2005
Stewart & Keyes   1992 - 1993
Stewart & Keyes   1992 - 1993

Skills
Employee Benefits, Long-term Care, Health Insurance, Insurance, Group Benefits, Disability Insurance, Term Life Insurance, Critical Illness, Dental, Property Realtor, Rental specialist, Listing specialist, Buyer Representation, First Time Home Buyers, House sales, House rentals, Military housing, Relocation Buyers, Life Insurance, Real Estate, Brokers, Health Savings Accounts, Whole Life, Fixed Annuities, Accident, Sales, Customer Service, Retirement Planning

Education
University of South Florida   1995 — 1996
Administrative, Education

Utah State University   1989 — 1991
M.Ed, Education

University of Central Florida   1984 — 1987
B.A., Education

Daytona State College   1973 — 1978
A.A., Business

Bill Hamerstadt Bill Hamerstadt Indianapolis, Indiana Area Details
Bill Hamerstadt's Northwestern Mutual Financial Network Experience March 1983 - Present
Job Financial Rep/Planning at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual  March 1983 - Present
Northwestern Mutual Financial Network   March 1983 - Present
U.S. Marine Corps   June 1974 - July 2005

Skills
Aviation, Customer Service, Leadership, Team Building, Strategic Planning, Budgets, Negotiation, Risk Management, Retirement Planning, Insurance, Finance, Program Management, Command, Microsoft Office, Process Improvement, Business Planning, Management, Team Leadership, Contract Negotiation

Education
University of Evansville   1970 — 1974
BS, Business, Finance

Alex Pastrana Alex Pastrana Greater Chicago Area Details
Alex Pastrana's Northwestern Mutual Financial Network Experience 2011 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network   2011 - Present
Financial Services  August 2008 - January 2011
Plaza Financial LLC   2004 - 2008

Skills
Insurance, Disability Insurance, Retirement Planning, Finance, Long-term Care, Strategic Financial..., Fixed Annuities, Financial Analysis, Retirement, Financial Planning, Public Speaking, Leadership, Budgeting, Cash Management, Financial Services

Education
University of Illinois at Urbana-Champaign   1997 — 2002
Bachelor's Degree Liberal Arts, Finance, Economics

Larry Enlow Larry Enlow Louisville, Kentucky Area Details
Larry Enlow's Northwestern Mutual Financial Network Experience 2004 - 2010
Job Director of Network Office Supervision at Northwesternmutual Financial Network
Industry Insurance
Experience
Northwestern Mutual  February 2004 - Present
Northwesternmutual Financial Network   February 2004 - Present
Northwestern Mutual Financial Network   2004 - 2010

Education
University of Evansville   1965 — 1970
BS, Marketing

Wesley Paprzyca Wesley Paprzyca Newington, Connecticut Details
Wesley Paprzyca's Northwestern Mutual Financial Network Experience September 2008 - December 2008
Job Associate Underwriter at Travelers
Industry Insurance
Experience
Travelers  September 2014 - Present
Travelers  July 2013 - Present
Travelers  January 2011 - July 2013
Sound Business Solutions   July 2010 - January 2011
Northwestern Mutual Financial Network   September 2008 - December 2008

Skills
SAS, Statistics, Microsoft Excel, PowerPoint, Insurance, General Insurance, Customer Service, Commercial Insurance, Underwriting, Risk Management, Property & Casualty..., Microsoft Office, Claim, Casualty Insurance

Education
The University of Connecticut   2004 — 2009
BA, Statistics

Nicholas Baghashvili Nicholas Baghashvili San Francisco Bay Area Details
Nicholas Baghashvili's Northwestern Mutual Financial Network Experience December 2008 - September 2009
Job Portfolio Mgmt Officer
Industry Banking
Experience
Bank of America  March 2013 - Present
Northwestern Mutual Financial Network   December 2008 - September 2009

Skills
Finance, Credit, Loans, Investments, Banking, Portfolio Management, Commercial Lending, Analysis, Consumer Lending

Education
University of California, Los Angeles   2007 — 2009
B.A, Economics

Kristina Graf Kristina Graf La Jolla, California Details
Kristina Graf's Northwestern Mutual Financial Network Experience December 2009 - July 2010
Job Alternative Investment Consultant
Industry Investment Management
Experience
Altegris Investments  October 2013 - Present
Altegris Investments  February 2013 - September 2013
Altegris Investments  October 2012 - February 2013
Gerber Kawasaki Wealth & Investment Management  June 2011 - July 2012
Northwestern Mutual Financial Network   December 2009 - July 2010
Raymond J. Lucia Companies, Inc   June 2009 - September 2009
Exotic World Gifts   June 2008 - September 2008
Raymond J. Lucia Companies, Inc   July 2007 - September 2007

Skills
MS Office Suite, Salesforce.com, ACT, Retail Pro, Apple, Firefox, SEO, Facebook, Twitter, YouTube, Alternative Investments, Retail, Social Media, Strategic Financial..., Finance, Series 63, Microsoft Office, Investments, Series 7, Securities, Financial Planning, Microsoft Excel, PowerPoint, Social Networking, Financial Analysis, Sales

Education
University of California, Santa Barbara   2008 — 2011
B.A., Business Economics

La Jolla High School   2004 — 2008
High School Diploma

Stephen Plutsky, CPA Stephen Plutsky, CPA Sherman Oaks, California Details
Stephen Plutsky, CPA's Northwestern Mutual Financial Network Experience October 2010 - August 2011
Job Principal at KLS Financial
Industry Real Estate
Experience
KLS Financial   September 2011 - Present
Northwestern Mutual Financial Network   October 2010 - August 2011
Sky Brooke Ventures, LLC and Debt Rez, LLC   January 1999 - October 2010
eForce Media, Inc.   May 2005 - October 2008
TDRG   2001 - 2004
Prime Ventures, LLC   May 2000 - June 2002
iMall, Inc.   1996 - 1999

Education
University of California, Santa Barbara   1987 — 1991
BA, Business Economics with emphasis in Accounting

Ari Szmuilowicz Ari Szmuilowicz Greater San Diego Area Details
Ari Szmuilowicz's Northwestern Mutual Financial Network Experience April 2010 - May 2011
Job Business Analyst at DNV GL Energy (formerly DNV KEMA Energy & Sustainability)
Industry Management Consulting
Experience
DNV GL - Energy (formerly DNV KEMA Energy & Sustainability)   October 2013 - Present
Meridian Auto Parts  October 2012 - August 2013
Helios Solutions  June 2011 - October 2012
Northwestern Mutual Financial Network   April 2010 - May 2011
Alpha Epsilon Pi Fraternity  November 2008 - November 2009

Skills
Microsoft Excel, Data Analysis, Market Research, Financial Modeling, Statistics, Financial Analysis, Microsoft Office, Finance, Accounting, Economics, Fundraising, Event Planning, Customer Service, Research, Social Networking, Entrepreneurship, Social Media, Public Speaking, Microsoft Word, Facebook, Retirement Planning, Strategic Financial..., Spanish, Sales, Budgets, Outlook, Teamwork, PowerPoint, Wealth Management, Strategic Planning, CRM, Management, Analysis, Project Planning

Education
University of California, Irvine   2006 — 2010
Business Economics, Economics, Finance, Accounting

Christopher Basil Christopher Basil Greater Denver Area Details
Christopher Basil's Northwestern Mutual Financial Network Experience May 2010 - May 2011
Job Accounting Specialist at Community Financial Credit Union
Industry Banking
Experience
Community Financial Credit Union (CO)   March 2014 - Present
Community Financial Credit Union (CO)   May 2013 - March 2014
Citizens Bank  September 2011 - May 2013
Northwestern Mutual Financial Network   May 2010 - May 2011

Skills
Employee Benefits, PowerPoint, Sales, Public Speaking, Customer Service, Event Planning, Social Media, Financial Analysis, Retirement Planning, Investments, Mutual Funds, Life Insurance, Securities, Fixed Annuities, Banking

Education
University of Connecticut   2007 — 2011
B.A., Economics

Brock Shull Brock Shull Effingham, Illinois Details
Brock Shull's Northwestern Mutual Financial Network Experience May 2008 - August 2008
Job Owner at Crooked Creek Ag Service
Industry Farming
Experience
Crooked Creek Ag Service   August 2014 - Present
SHULL FARMS, INC   January 1998 - Present
TOTAL GRAIN MARKETING   November 2010 - May 2014
BRADFORD NATIONAL BANK  June 2010 - September 2010
NORTHWESTERN MUTUAL FINANCIAL NETWORK   May 2008 - August 2008

Education
University of Illinois
Bachelor of Science, Agricultural Finance

University of Illinois at Urbana-Champaign   2005 — 2009
Bachelors, Agricultural Economics

John Kelly Strain John Kelly Strain Greater Los Angeles Area Details
John Kelly Strain's Northwestern Mutual Financial Network Experience September 1981 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network   September 1981 - Present

Skills
Estate Planning, Retirement Planning

Education
University of California, Riverside   1978 — 1982
BS Business, Business Administration

Anthony Naes Anthony Naes Denver, Colorado Details
Anthony Naes's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Business Banking Officer at US Bank
Industry Banking
Experience
US Bank  February 2014 - Present
U.S. Bank   July 2012 - February 2014
PrimeSource Building Products  January 2011 - July 2012
Northwestern Mutual Financial Network   May 2010 - August 2010

Skills
Financial Analysis, Credit Analysis, Financial Modeling, Finance, Credit, Social Media, Sales, Portfolio Management, Real Estate, Management, Commercial Lending

Education
University of Colorado Boulder   2007 — 2010
Bachelor of Arts (B.A.), Economics

Regis Jesuit High School   2002 — 2006

Adam Schlegel Adam Schlegel Greater Denver Area Details
Adam Schlegel's Northwestern Mutual Financial Network Experience December 2008 - January 2010
Job Consultant and Project Manager at Harbor Research
Industry Management Consulting
Experience
Harbor Research  March 2015 - Present
The Hartman Group  November 2012 - February 2015
Denver Options  December 2010 - November 2012
Fletcher Allen Health Care  May 2010 - September 2010
Northwestern Mutual Financial Network   December 2008 - January 2010
Fletcher Allen Hospital   January 2007 - June 2007

Skills
Microsoft Office, First Aid, Cpr Certified, Tax Preparation, Team Motivator, Business Analysis, Finance, Financial Reporting, Budgets, Analysis, Accounting, Strategic Planning, PowerPoint, Business Planning, Research, Investments, Microsoft Excel, Strategy

Education
University of Colorado Boulder - Leeds School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Finance, Entrepreneurship

University of Vermont   2006 — 2010
B.A, Psychology, Accounting

Fairfield Prep   2002 — 2006

Carolyn Stickell Carolyn Stickell Aurora, Colorado Details
Carolyn Stickell's Northwestern Mutual Financial Network Experience May 2011 - November 2011
Job Commander, HQ Individual Reservist Readiness and Integration Organization
Industry Military
Experience
U.S. Air Force   June 2015 - Present
U.S. Air Force   September 2013 - June 2015
RJ & Makay  November 2011 - June 2015
Northwestern Mutual Financial Network   May 2011 - November 2011
U.S. Air Force Academy   January 2008 - May 2011
U.S. Air Force   August 2007 - January 2008
FirstBank  April 2004 - August 2007
U.S. Air Force   September 2002 - April 2004
Charles B. Foley, CPA, PLLC   September 2001 - September 2002
U.S. Air Force   January 2001 - September 2002

Skills
DoD, Underwriting, Loan Closings, Military, Air Force, Security Clearance, Military Experience, Program Management, Strategic Planning, Finance, Government, Analysis, Process Improvement, Risk Management, Team Building, Government Contracting, Investments, Leadership, Financial Analysis, Budgets, Managerial Finance, Business Development, Human Resources, Leadership Development, Mentoring

Education
University of Colorado Boulder - Leeds School of Business   1990 — 1991
MBA, Business Administration and Marketing

University of Colorado Boulder - Leeds School of Business   1986 — 1990
BS, Finance

Christina Kotridis Christina Kotridis Orlando, Florida Area Details
Christina Kotridis's Northwestern Mutual Financial Network Experience January 2012 - May 2012
Job Recent Graduate Summer 2012: Actively Seeking Employment
Industry Financial Services
Experience
Actively Seeking Employment  August 2012 - Present
Northwestern Mutual Financial Network   January 2012 - May 2012
Dalessandro’s Steaks and Hoagies   June 2008 - July 2011
UCF International Study Abroad   May 2011 - June 2011
Century 21 Selective   September 2010 - May 2011
Hollister Company Store   May 2006 - July 2008

Skills
Investments, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Financial..., PowerPoint, Retirement Planning, Financial Modeling, Sales, Finance, Valuation, Customer Service, Microsoft Word, Insurance, Portfolio Management, Marketing, Mutual Funds, Accounting, Securities, Mortgage Lending, Type 65 WPM, Interpersonal..., Communication Skills

Education
University of Central Florida   2007 — 2012
Bachelor of Business Administration, Economics and Finance, 3.122

Plymouth Whitemarsh Senior Highschool   2003 — 2007

Keith Collier Keith Collier West Palm Beach, Florida Area Details
Keith Collier's Northwestern Mutual Financial Network Experience June 2012 - October 2012
Job Owner/ Center Director at Mathnasium of Wellington
Industry Retail
Experience
Mathnasium of Wellington   July 2014 - Present
Mathnasium of Boynton Beach   November 2012 - Present
Mattress Firm  October 2012 - November 2012
Northwestern Mutual Financial Network   June 2012 - October 2012
Collier Communications, Inc.   March 1999 - October 2012
Florida Power & Light  December 2009 - December 2011

Skills
Public Relations, Public Speaking, Event Planning, Customer Service, Social Media, Video Production, Training, Social Media Marketing, Social Networking, Advertising, Strategic Planning, Management, Marketing, Microsoft Office, Internal Communications, Inventory Management, Corporate Communications, Media Relations, Outlook, Leadership, Leadership Development, Event Management, Team Building, Motivation, Mathematics Education, Business Development, Integrity, Entrepreneurship

Education
University of Florida   1983 — 1985
BS, Broadcast Journalism

St. Johns River Community College   1981 — 1983
Associate of Arts (AA), Communications

Palatka High School   1977 — 1981
HS Diploma, High School/Secondary Diplomas and Certificates

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