Northwestern Mutual Wealth Management Co.

Description

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

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Northwestern Mutual Wealth Management Co. Employees

Employee
Years
Job
Industry
Dan Shramek, CFP® Dan Shramek, CFP® Portland, Oregon Area Details
Dan Shramek, CFP®'s Northwestern Mutual Wealth Management Co. Experience January 2010 - September 2011
Job Financial Planner
Industry Financial Services
Experience
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.)

Brad Vick, CFA, CFP Brad Vick, CFA, CFP Greater Minneapolis-St. Paul Area Details
Brad Vick, CFA, CFP's Northwestern Mutual Wealth Management Co. Experience 2002 - Present
Job Wealth Management Advisor at NMFN
Industry Financial Services
Experience
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

Dan Day, ChFC, CLU, CLTC Dan Day, ChFC, CLU, CLTC Greater Denver Area Details
Dan Day, ChFC, CLU, CLTC's Northwestern Mutual Wealth Management Co. Experience August 1981 - Present
Job Wealth Management Advisor & Fee Based Financial PlannerBoard of DirectorsEmergency Family Assistance Association
Industry Financial Services
Experience
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

Kerri Allen Kerri Allen Boston, Massachusetts Details
Kerri Allen's Northwestern Mutual Wealth Management Co. Experience May 2009 - Present
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
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

Pam Atkinson Pam Atkinson Greater Chicago Area Details
Pam Atkinson's Northwestern Mutual Wealth Management Co. Experience September 1993 - Present
Job Wealth Management Advisor, Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
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

Linda Cruz Corrigan Linda Cruz Corrigan Greater Milwaukee Area Details
Linda Cruz Corrigan's Northwestern Mutual Wealth Management Co. Experience January 2006 - December 2012
Job Operations & Technology Workforce Planning at Northwestern Mutual
Industry Financial Services
Experience
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

Corey Hicks Corey Hicks Austin, Texas Area Details
Corey Hicks's Northwestern Mutual Wealth Management Co. Experience December 2006 - Present
Job Wealth Management Advisor
Industry Investment Management
Experience
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

Laura Winkel, CTFA Laura Winkel, CTFA Greater Milwaukee Area Details
Laura Winkel, CTFA's Northwestern Mutual Wealth Management Co. Experience November 2006 - Present
Job Financial Planning Consultant at Northwestern Mutual
Industry Investment Management
Experience
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

James S. Bennett, CLU,ChFC,CFP James S. Bennett, CLU,ChFC,CFP Evansville, Indiana Area Details
James S. Bennett, CLU,ChFC,CFP's Northwestern Mutual Wealth Management Co. Experience December 1982 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Co.   December 1982 - Present

Education
University of Evansville   1979 — 1983
BS, Business

Robert Reni, CFP®, ChFC® Robert Reni, CFP®, ChFC® Greater New York City Area Details
Robert Reni, CFP®, ChFC®'s Northwestern Mutual Wealth Management Co. Experience September 2002 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
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®)