Northwestern Mutual Wealth Management Co.
Address: 1449 Old Waterbury Rd Suite 103, One Reservoir Office Park, Southbury, CT 06488 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturday8AM–12PMSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 264-8881: : : Place name: Category: Website: : : : Website: http://www.brianjones-nm.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Northwestern Mutual Wealth Management Company Posting publicly on the Web Write a review Reviews"Very efficient and friendly staff." "Great products from Northwestern mutual, TROWE, American Funds." View all Google reviews
Northwestern Mutual Wealth Management Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northwestern Mutual Wealth Management Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Northwestern Mutual Wealth Management Co. Employees
Cordant Wealth Partners January 2012 - August 2014
Northwestern Mutual Wealth Management Co. January 2010 - September 2011
UBS Wealth Management January 2008 - October 2009
Shramek Marketing March 2004 - September 2006
Narragansett Disc September 1994 - August 2004
American Power Conversion May 1990 - September 1994
American Power Conversion October 1988 - May 1990
Skills
Financial Planning, Retirement Planning, Financial Plan Modeling, Cash Flow Analysis, Asset Allocation, Investment Strategies, Wealth Management, Portfolio Management, Tax Planning Strategies, Estate Planning, Risk Management, Strategic Financial...
Education
Cornell University 1984 — 1988
Bachelor of Science
Bryant University 2006 — 2007
Certificate in Financial Planning
Bryant University 2005 — 2010
Master of Business Administration (M.B.A.)
The Leukemia & Lymphoma Society 2012 - Present
Northwestern Mutual Wealth Management Co. 2002 - Present
Russell Investment Group 1996 - 2002
Ameriprise Financial September 1992 - September 1996
Skills
Please view my skills...
Education
University of Minnesota Duluth 1987 — 1989
BA, Mathematics and Economics
Emergency Family Assistance Association September 2001 - Present
Northwestern Mutual Wealth Management Co. August 1981 - Present
Education
The American College 1999 — 2001
ChFC
The American College 1984 — 1986
CLU
University of Colorado Boulder 1977 — 1981
BA
Northwestern Mutual Wealth Management Co May 2009 - Present
Skills
Wealth Management, Asset Allocation, Strategic Financial..., Investments, Financial Analysis, Management, Financial Modeling, Project Management, Portfolio Management, Financial Planning
Education
Boston University - School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Leadership and Organizational Transformation
Brooks Institute 2000 — 2004
BA
Northwestern Mutual Wealth Management Co. September 1993 - Present
Skills
Management, Finance, Investments, Financial Analysis, Wealth Management, Financial Modeling, Leadership, Accounting, Portfolio Management, Financial Planning
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA
Smith College 1974 — 1978
Bachelor of Arts Degree in French Literature
Northwestern Mutual January 2013 - Present
Northwestern Mutual 2013 - 2015
Northwestern Mutual Wealth Management Co. January 2006 - December 2012
Deloitte Consulting 2004 - 2006
Strong Capital Management 2000 - 2004
Skills
Financial Services, Executive Management, Management Consulting, Global Talent..., Talent Development, Organizational..., Leadership Development, Business Strategy, Business Process..., Project Management, Coaching, Mentoring, Japanese Culture, Latin American Culture, Yen Equities, Talent Management, Recruiting, College Recruiting, Consulting, Succession Planning, Mergers & Acquisitions, Strategy, Performance Management, Management
Education
University of South Florida
University of Virginia - Darden Graduate School of Business Administration
Northwestern Mutual Wealth Management Co December 2006 - Present
Northwestern Mutual 1998 - Present
Northwestern Mutual 2000 - 2005
Skills
Wealth Management, Wealth Accumulation, Securities, Retirement, Series 7, Series 6, Retirement Planning, IRAs, Estate Planning, Disability Insurance, Long-term Care, Fixed Annuities
Education
Texas State University 1996 — 1998
MS, Environmental Resource Management
Texas State University 1989 — 1994
BS, Criminal Justice
Northwestern Mutual Wealth Management Co November 2006 - Present
Skills
Wealth Management, Mutual Funds, Investments, Estate Planning, Securities, Asset Allocation, Strategic Financial..., Investment Management, Retirement Planning, Series 7, 401k, Financial Planning, Public Speaking, Insurance, Financial Services, Customer Service, Finance, Microsoft Office, Management
Education
UW-Milwaukee 2002 — 2004
Bachelor in Letters & Science, Communications
The University of Connecticut
Northwestern Mutual Wealth Management Co. December 1982 - Present
Education
University of Evansville 1979 — 1983
BS, Business
Northwestern Mutual Wealth Management Co. September 2002 - Present
Education
University of Maryland College Park 1995 — 1999
Bachelor of Arts, Spanish and Economics
Franklin & Marshall College
Franklin & Marshall College
The American College
Certified Financial Planner (CFP®) & Chartered Financial Consultant (ChFC®)