Northwestern Mutual Wealth Management Company

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Northwestern Mutual Wealth Management Company Employees

Employee
Years
Job
Industry
John Michael Rusciano, CLU®, ChFC® John Michael Rusciano, CLU®, ChFC® Greater Minneapolis-St. Paul Area Details
John Michael Rusciano, CLU®, ChFC®'s Northwestern Mutual Wealth Management Company Experience August 2001 - Present
Job Wealth Management Advisor, FeeBased Financial Planning
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   August 2001 - Present

Education
University of Minnesota-Twin Cities   1985 — 1989

Saint John's University   1983 — 1984

The American College
Chartered Life Underwriter; Chartered Financial Consultant

Veronica Mackey Veronica Mackey Greenville, South Carolina Details
Veronica Mackey's Northwestern Mutual Wealth Management Company Experience December 2011 - Present
Job CFP®, Lead Associate Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   December 2011 - Present
Palmetto Trust and Investment Group Raymond James   January 2008 - December 2011
Palmetto Trust and Investment Group Raymond James   January 2006 - January 2008

Skills
Wealth Management, Retirement Planning, Series 7, Retirement, Series 63, Mutual Funds, Fixed Annuities, Investments, Strategic Financial..., Life Insurance, Disability Insurance, Insurance, Asset Allocation, Securities, Estate Planning, 401k, Long-term Care, Series 6, Financial Services, Portfolio Management, Financial Planning

Education
University of South Carolina-Columbia   1996 — 2000
Bachelor of Arts (BA), Journalism and Mass Communications

Fred L. Harre, MBA Fred L. Harre, MBA Greater St. Louis Area Details
Fred L. Harre, MBA's Northwestern Mutual Wealth Management Company Experience 1999 - Present
Job Wealth Management Advisor with the Northwestern Mutual Wealth Management Company
Industry Insurance
Experience
Northwestern Mutual Wealth Management Company   1999 - Present
Eastman Kodak Company  1987 - 1998

Skills
Customer Service, Strategic Planning, Management, Finance, Marketing, Investments, Leadership, Sales, Team Building, Public Speaking

Education
Saint Louis University
MBA, Marketing

Tek R. Wiegert Tek R. Wiegert Greater Detroit Area Details
Tek R. Wiegert's Northwestern Mutual Wealth Management Company Experience May 2004 - Present
Job Wealth Management Advisor & Managing Director
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   May 2004 - Present

Skills
Series 6, Series 7, Series 9, Series 10, Series 26, Series 63, Series 66

Education
Eastern Michigan University   2000 — 2004
Bachelor of Science, Finance

Tor Saile Tor Saile Greater Chicago Area Details
Tor Saile's Northwestern Mutual Wealth Management Company Experience October 1998 - December 2010
Job Wealth Advisor
Industry Investment Management
Experience
Ironwood Family Wealth Advisors   November 2012 - Present
LPL Financial  December 2010 - Present
Northwestern Mutual Wealth Management Company   October 1998 - December 2010
Travelex International Inc.   1992 - 1995
Kobelt Travel Service   1983 - 1991

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Advisory..., Asset Protection, Entrepreneurship, Business Development

Education
Indiana University Bloomington   1979 — 1983
BS, Management and Marketing

Keller Graduate School of Management of DeVry University   1990 — 1991
MBA, Finance

Barrington High School   1978 — 1979

Prospect High School   1976 — 1977

Steven W. Harp, CFP® ChFC AIF CLU CLTC Steven W. Harp, CFP® ChFC AIF CLU CLTC Greater Denver Area Details
Steven W. Harp, CFP® ChFC AIF CLU CLTC's Northwestern Mutual Wealth Management Company Experience January 2010 - March 2015
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Gerlach, Way, Scarth & Associates
Industry Financial Services
Experience
Gerlach, Way, Scarth & Associates   March 2015 - Present
Northwestern Mutual Wealth Management Company   January 2010 - March 2015
Pikes Peak Council Boy Scouts of America  December 2010 - December 2012
Carmichael Training Systems  February 2006 - January 2010

Skills
Public Speaking, Coaching, Customer Service, Team Building, Contract Negotiation, Public Relations, Social Media

Education
The American College   2011 — 2014
Chartered Financial Consultant (ChFC®), Financial Planning and Services

University of Missouri-Columbia   1999 — 2004
Nutritional Sciences, Psychology

Alan Kubicki, CFP® Alan Kubicki, CFP® Greater Denver Area Details
Alan Kubicki, CFP®'s Northwestern Mutual Wealth Management Company Experience July 2006 - Present
Job Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   July 2006 - Present

Skills
Retirement Planning, Strategic Financial..., Life Insurance, Disability Insurance, Fixed Annuities, Retirement, Estate Planning, Long-term Care, Investments, Insurance, Long Term Care Insurance, Financial Analysis, Leadership, Finance, Wealth Management, Financial Planning, Strategic Planning, Management

Education
The American College   2013 — 2015
CFP®

Middle Tennessee State University   2002 — 2006
Bachelor of Arts (B.A.), Major: Business Administration, Minor: Economics and Finance

Morgan Manchester Morgan Manchester Wilmington, North Carolina Area Details
Morgan Manchester's Northwestern Mutual Wealth Management Company Experience August 2008 - November 2010
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  December 2012 - Present
TIAA-CREF  May 2012 - December 2012
ProFund Advisors LLC  November 2010 - May 2012
ProShare Advisors, LLC  November 2010 - May 2012
Northwestern Mutual Wealth Management Company   August 2008 - November 2010
Merrill Lynch  November 2006 - June 2008
City Sports  2003 - 2006

Education
Elon University   1999 — 2003

Elon University - Martha and Spencer Love School of Business   1999 — 2003
Business Management

Wayland Academy

John Gatewood, CFP®, CLU® John Gatewood, CFP®, CLU® Greater St. Louis Area Details
John Gatewood, CFP®, CLU®'s Northwestern Mutual Wealth Management Company Experience September 1981 - Present
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   September 1981 - Present
Gatewood Group   1981 - Present
Make-A-Wish Missouri  2012 - Present

Education
Harvard University
Kennedy School of Government (Behavioral Economics), Investment Decisions and Behavioral Finance

Georgetown University
BA, Political Philosophy

Northwestern University
BA, Math & Economics

Timothy Rickard Timothy Rickard New York, New York Details
Timothy Rickard's Northwestern Mutual Wealth Management Company Experience September 2013 - Present
Job Investment Associate at Northwestern Mutual Wealth Management Company
Industry Construction
Experience
Northwestern Mutual Wealth Management Company   September 2013 - Present
Turner Construction Company  August 2008 - September 2013

Skills
Project Management, Microsoft Office, Microsoft Excel, Project Engineering, Project Estimation, Budgets, MEP, Strategic Planning

Education
Binghamton University   2006 — 2008
Bachelor of Science (B.S.), Mechanical Engineering

SUNY Orange

James Sedam James Sedam Greater New York City Area Details
James Sedam's Northwestern Mutual Wealth Management Company Experience March 1999 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   March 1999 - Present
Northwestern Mutual  1999 - Present

Education
Rutgers University

Josh Albert Josh Albert Sacramento, California Details
Josh Albert's Northwestern Mutual Wealth Management Company Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   January 2013 - Present
Superstone Partners   June 2012 - September 2012

Education
UC Davis   2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Civil and Environmental Engineering

Matt Brunwin Matt Brunwin Newport Beach, California Details
Matt Brunwin's Northwestern Mutual Wealth Management Company Experience February 2012 - September 2013
Job Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management  September 2013 - Present
Northwestern Mutual Wealth Management Company   February 2012 - September 2013
Bestinvest   January 2009 - February 2012
Bestinvest   October 2004 - October 2007
Mazars  November 2000 - October 2004

Skills
Retirement Planning, High Net Worth..., Inheritance Tax Planning, Wealth, Estate Planning, Protection, Asset Managment, Financial Services, Investments, Mutual Funds, Strategic Financial..., Pensions, Investment Strategies, Financial Advisory, Asset Allocation, Portfolio Management, Wealth Management, Investment Advisory, Trusts, Tax, Retirement, Financial Planners, Wealth Management..., Investment Management, Income Protection, Financial Planning

Education
University of Bristol   1996 — 1999
BSc, Economic & Accounting with Law

Ellen Hopper Ellen Hopper Greater Milwaukee Area Details
Ellen Hopper's Northwestern Mutual Wealth Management Company Experience July 2010 - Present
Job Chief Operations Officer
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   July 2010 - Present
Northwestern Mutual  August 2004 - July 2010
Strong Capital Management  1996 - 2004

Skills
Investments, Series 7, Series 24, Wealth Management, Financial Services

Education
University of Wisconsin-Eau Claire   1983 — 1987

Alverno College
BA, Business Management

Mark Gelbman, CFP(R), CLU(R) CRPC, AAMS Mark Gelbman, CFP(R), CLU(R) CRPC, AAMS Des Moines, Iowa Area Details
Mark Gelbman, CFP(R), CLU(R) CRPC, AAMS's Northwestern Mutual Wealth Management Company Experience April 2009 - December 2011
Job Financial Advisor & Owner at Strategic Wealth Solutions
Industry Financial Services
Experience
Strategic Wealth Solutions   August 2011 - Present
Principal Financial Group  2011 - 2012
Northwestern Mutual Wealth Management Company   April 2009 - December 2011
Gilbert & Cook Inc.   July 2008 - February 2009
VanderWeide, Jesse, Keeling & Associates   November 2005 - July 2008
VanderWeide, Jesse, Keeling & Associates   September 2003 - November 2005
Ameriprise Financial  June 2002 - September 2003
Simpson College  August 1998 - May 2002

Skills
Insurance, Investments, Series 7, Retirement, Wealth Management, Financial Planning, Retirement Planning, Long Term Care, 401k, Asset Management, Annuities, Securities, Mutual Funds, Portfolio Management, Disability Insurance, Risk Management, Retirement Income..., Investment Advisory

Education
Simpson College   1998 — 2002
Liberal Arts, Physical Education

Rob A. Randels, CFP®, MBA, RICP®, ChFC®, CLTC Rob A. Randels, CFP®, MBA, RICP®, ChFC®, CLTC Greater Omaha Area Details
Rob A. Randels, CFP®, MBA, RICP®, ChFC®, CLTC's Northwestern Mutual Wealth Management Company Experience January 1992 - Present
Job Wealth Management Advisor at the Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   January 1992 - Present

Education
University of Nebraska
MBA, Finance

University of Nebraska at Omaha
BSBA, Finance & Managment Information Systems

Peter Rekstad, CFP®, CLU®, ChFC® Peter Rekstad, CFP®, CLU®, ChFC® Greater Minneapolis-St. Paul Area Details
Peter Rekstad, CFP®, CLU®, ChFC®'s Northwestern Mutual Wealth Management Company Experience 2001 - 2005
Job Chief Executive Officer (CEO) at BGM TruNorth Wealth Partners
Industry Financial Services
Experience
BGM TruNorth Wealth Partners   2013 - Present
TruNorth   2005 - 2013
Northwestern Mutual Wealth Management Company   2001 - 2005
Northwesten Mutual Financial Network   1997 - 2005
Northwestern Mutual Financial Network  1989 - 2005
IBM  1985 - 1989

Education
American College   1990 — 1998
ChFC®, CLU®

College for Financial Planning
CFP®

Bethel University   1981 — 1985
Bachelor of Arts, Business

David Dauchy, CFA David Dauchy, CFA Greater Milwaukee Area Details
David Dauchy, CFA's Northwestern Mutual Wealth Management Company Experience July 2004 - March 2008
Job Senior Investment Officer at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  July 2011 - Present
Marshall & Ilsley Wealth Management Company   March 2008 - July 2011
Marshall & Ilsley Wealth Management Company   March 2008 - July 2011
Northwestern Mutual Wealth Management Company   July 2004 - March 2008
Johnson Asset Management   March 1998 - July 2004
Managed Futures Industry in New York and Chicago   November 1989 - March 1998
Banque Indosuez  1994 - 1995
McGillian & Co.   1990 - 1994
Nanco   1985 - 1989

Skills
Asset Allocation, Option Analysis, Security & Manager..., Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Investment Management, Fixed Income, Equities

Education
Quinlan School of Business, Loyola University Chicago   1994 — 1996
MBA, Marketing and Finance

Loyola University Chicago   1985 — 1988
BBA, Economics

Jeffrey Edwards, CFP® Jeffrey Edwards, CFP® Irvine, California Details
Jeffrey Edwards, CFP®'s Northwestern Mutual Wealth Management Company Experience August 2000 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   August 2000 - Present
Oishi and Company   1996 - 1999

Skills
Retirement Planning, Estate Planning, Comprehensive Wealth..., Wealth Management..., Investments, Wealth Management, Series 63, Financial Advisory, Wealth Accumulation, Finance, Securities, High Net Worth..., Retirement, Series 7, Financial Planning, Management, Life Insurance, Insurance, Financial Analysis, Mutual Funds, Strategic Planning, Financial Services, Employee Benefits, Portfolio Management

Education
University of California, Irvine   2010 — 2011
Certification, Personal Financial Planning - Accelerated

California State University-Long Beach   1995 — 1997
Bachelor of Arts

Katie Perry-Racicot Katie Perry-Racicot Greater Boston Area Details
Katie Perry-Racicot's Northwestern Mutual Wealth Management Company Experience July 2010 - April 2011
Job Digital Marketing, Content Marketing, Career Development
Industry Higher Education
Experience
Corporate & Professional Education at Worcester Polytechnic Institute   July 2014 - Present
Marketing Consulting and Applications   December 2011 - Present
Corporate & Professional Education at Worcester Polytechnic Institute   April 2011 - July 2014
Northwestern Mutual Wealth Management Company   July 2010 - April 2011
Career Development Center at Southern New Hampshire University   August 2009 - March 2011
Work Opportunities Unlimited  January 2010 - May 2010
Office of Residence Life at Southern New Hampshire University   January 2007 - August 2009
Phi Omega Psi at Southern NH University   December 2007 - May 2009
Office of Residence Life at Southern New Hampshire University   August 2007 - May 2009
Amoskeag Business Incubator   May 2008 - August 2008

Skills
Email Marketing, Social Media, Illustrator, InDesign, Resume Writing, Job Search Strategies, Social Networking, Advertising, Career Development, Customer Service, Event Planning, SEO, Career Counseling, Marketing, Leadership, Management, Employee Training, Facebook, Public Speaking, Social Media Marketing, Copywriting, Market Research, Editing, Newsletters

Education
Rutgers Business School   2014 — 2014
Mini-MBA, Digital Marketing

Southern New Hampshire University   2009 — 2010
M.S., Marketing

Southern New Hampshire University   2006 — 2009
B.A., Advertising & Psychology

Donald Bowers CLU, ChFC, CASL, CLTC Donald Bowers CLU, ChFC, CASL, CLTC Greater New York City Area Details
Donald Bowers CLU, ChFC, CASL, CLTC's Northwestern Mutual Wealth Management Company Experience 1983 - Present
Job Wealth Management Advisor
Industry Investment Management
Experience
Northwestern Mutual Wealth Management Company   1983 - Present

Education
Southern Connecticut State University   1976 — 1978
MA, Education - Research and Statistics

University of Connecticut   1966 — 1970
BA, Political Science/Agronomy

Jeffrey Hoppenworth, CFP, CLU, ChFC, AEP Jeffrey Hoppenworth, CFP, CLU, ChFC, AEP Greater Milwaukee Area Details
Jeffrey Hoppenworth, CFP, CLU, ChFC, AEP's Northwestern Mutual Wealth Management Company Experience April 2001 - July 2007
Job Founder/President/CEO at Alloy Executive Strategies, LLC
Industry Financial Services
Experience
Alloy Executive Strategies, LLC   August 2011 - Present
Northwestern Mutual, McTigue Financial Group, Chicago, IL   May 2009 - March 2011
Waukesha State Bank  July 2007 - December 2008
Northwestern Mutual Wealth Management Company   April 2001 - July 2007
Firstar/US Bank   July 1997 - April 2001
Associated Trust Company - Milwaukee   May 1991 - July 1997
First of America Trust Company - Decatur IL   June 1987 - May 1991
Security National Bank  March 1985 - May 1987

Skills
Wealth Management, Estate Planning, Retirement, Retirement Planning, Insurance, Asset Allocation, 401k, Mutual Funds, Investment Advisory, Series 7, Disability Insurance, Financial Planners, Annuities, Financial Planning, Insurance Planning, Personal Financial..., Strategic Financial..., Certified Financial..., Holistic Financial..., Wealth Management..., Wealth Preservation..., Multi-generational..., Intergenerational..., Wealth Accumulation..., Estate Tax Planning, Estate Administration, Financial Advisory, Wealth, High Net Worth..., Investments, Fixed Annuities, Securities, Succession Planning, Finance, Financial Services, Management, Life Insurance, Portfolio Management

Education
University of Northern Iowa   1969 — 1973
BA, English major; coaching minor

Dave Triezenberg Dave Triezenberg Greater Chicago Area Details
Dave Triezenberg's Northwestern Mutual Wealth Management Company Experience June 1996 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   June 1996 - Present

Education
Saint Xavier University   1993 — 1996
B.A., Economics

Joseph M. Abramo, JD Joseph M. Abramo, JD Greater Los Angeles Area Details
Joseph M. Abramo, JD's Northwestern Mutual Wealth Management Company Experience 2013 - Present
Job Financial Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   2013 - Present

Skills
SQL, Requirements Analysis, Microsoft SQL Server, ITIL, XML, Program Management, HTML, SDLC, SharePoint, Web Services, C#, Process Improvement, Oracle, Software Project..., Business Analysis, Windows, Management, Sales, Public Speaking, Customer Service, Contract Negotiation, Leadership, Social Media, Risk Management, Marketing, Social Media Marketing, Finance, Marketing Strategy, Strategic Planning, Financial Planning, Microsoft Office, Event Planning, Social Networking, Strategy, Research

Education
Southwestern Law School   2001 — 2004
Juris Doctor (J.D.), Corporate and Securities Law / Entertainment Law

James Madison University   1996 — 2001
Bachelor's Degree, Political Science/Business Administration Minor

The University of British Columbia
International Law and Legal Studies

University of London
Economics

Michael Mathias, CLU, ChFC, CFP Michael Mathias, CLU, ChFC, CFP Fargo, North Dakota Area Details
Michael Mathias, CLU, ChFC, CFP's Northwestern Mutual Wealth Management Company Experience June 1978 - Present
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   June 1978 - Present

Skills
Retirement Planning, Life Insurance, Estate Planning, Strategic Financial..., Wealth Management, Finance, Accounting, Financial Advisory, Fixed Annuities, Financial Goals, Retirement, Investment Strategies, Budgets, Leadership, Insurance, Financial Modeling, Financial Services, Customer Service, Asset Management, Marketing Strategy, Small Business, Healthcare, Process Improvement, Public Speaking

Education
Certified Financial Planning Board
CFP, Certified Financial Planner, Financial Planning and Services

American College
ChFC, Chartered Financial Consultant

American College
CLU, Chartered Life Underwriter

North Dakota State University   1976 — 1980
Bachelor of Science, Science & Mathematics

Jake Robbins Jake Robbins Oklahoma City, Oklahoma Area Details
Jake Robbins's Northwestern Mutual Wealth Management Company Experience 2010 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   2010 - Present

Skills
Retirement Planning, Investments, Strategic Financial..., Disability Insurance, Estate Planning, Financial Planning, Finance, Life Insurance, Retirement, Wealth Management, Long Term Care Insurance, Asset Allocation, Portfolio Management, Financial Planners, Customer Service, Investment Strategies, Asset Management, Microsoft Office, Alternative Investments, 401k, Wealth Management..., Investment Management

Education
University of Central Oklahoma
Bachelor of Business Administration (B.B.A.), Finance, General

East Central University   2006 — 2008
Finance

Julie Pham Julie Pham Orange County, California Area Details
Julie Pham's Northwestern Mutual Wealth Management Company Experience August 2010 - December 2010
Job Senior Accountant at Aspen Skilled Healthcare, Inc.
Industry Accounting
Experience
Aspen Skilled Healthcare, Inc.   March 2015 - Present
Pinnacle Solutions  September 2014 - February 2015
Moss Adams LLP  January 2014 - September 2014
Moss Adams LLP  October 2011 - December 2013
Northwestern Mutual Wealth Management Company   August 2010 - December 2010

Education
California State University-Long Beach - College of Business Administration   2006 — 2010
BS, Business Administration - Accountancy

Laurence Schiffman, CFP®, CLU® Laurence Schiffman, CFP®, CLU® Greater Denver Area Details
Laurence Schiffman, CFP®, CLU®'s Northwestern Mutual Wealth Management Company Experience January 2006 - Present
Job Wealth Management Advisor
Industry Investment Management
Experience
Northwestern Mutual Wealth Management Company   January 2006 - Present
Physicians Nationwide   January 2012 - Present

Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Portfolio Management, Business Planning, Finance, Tax, Life Insurance, Wealth, High Net Worth..., Retirement, Investment Management, Financial Planners, Employee Benefits, Strategy, Estate Planning, Management, Small Business, Leadership, Financial Planning

Education
Arizona State University - W. P. Carey School of Business   2003 — 2006
BS

John Cabot University   2005 — 2005

Temple University   2000 — 2001

Alaukika Vaishnav Alaukika Vaishnav Tampa/St. Petersburg, Florida Area Details
Alaukika Vaishnav's Northwestern Mutual Wealth Management Company Experience March 2015 - Present
Job Marketing and Finance Intern at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   March 2015 - Present

Skills
Microsoft Excel, Financial Accounting, Microsoft Office, Collaborative Problem..., Leadership, Time Management, Microsoft Word, PowerPoint, Team Management, Organization Skills, Multilingual, People-oriented, Public Speaking, Customer Service, Strategic Planning, Social Networking, Teamwork, Social Media

Education
University of South Florida   2014 — 2017
Bachelor of Science (BSc), Accounting and Finance, Junior

James Bohrer James Bohrer Greater Chicago Area Details
James Bohrer's Northwestern Mutual Wealth Management Company Experience April 2008 - June 2009
Job Specialist Enterprise Trading Solutions at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  September 2013 - Present
Securities Traders Association of Chicago   August 2009 - Present
Alternative Investment Resource  November 2012 - September 2013
Lightspeed Financial  July 2009 - December 2012
Northwestern Mutual Wealth Management Company   April 2008 - June 2009

Skills
Equity Trading, Electronic Trading, Series 7, Equities, Options, Hedge Funds, Trading, Trading Systems, Investments, Series 63, Financial Markets, Securities, Mutual Funds, Alternative Investments, ETFs, Traders, FINRA, Capital Markets, Bloomberg, Bonds, Series 24

Education
Miami University   1999 — 2003
BS, Finance, General

Peter Sauer Peter Sauer Milwaukee, Wisconsin Details
Peter Sauer's Northwestern Mutual Wealth Management Company Experience August 2008 - Present
Job Investment Research Senior Specialist at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   August 2008 - Present
Northwestern Mutual Wealth Management Company   May 2007 - August 2007
Northwestern MutualFinancial NetworkSummer 2006   May 2006 - August 2006

Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Wealth Management, Asset Allocation, Due Diligence, Analysis, Financial Advisory, Finance, Series 63, Investment Strategies, Investment Advisory, Securities, Retirement Planning, ETFs, Alternative Investments, Investment Management, Insurance, FINRA, Equities

Education
Saint Louis University   2004 — 2008
Bachelors degree, Finance

J. Brian Lee J. Brian Lee Dallas/Fort Worth Area Details
J. Brian Lee's Northwestern Mutual Wealth Management Company Experience September 1997 - September 2010
Job President & Founder Lee Wealth Management Group, LLC
Industry Investment Management
Experience
Lee Wealth Management Group, LLC   September 2010 - Present
Northwestern Mutual Wealth Management Company   September 1997 - September 2010

Skills
Wealth Management, Investments, Retirement Planning, Financial Advisory, Strategic Financial..., Portfolio Management, Mutual Funds, Securities, Estate Planning, Strategic Planning, Management, Long-term Care, Risk Management, Fixed Annuities, Investment Advisory, Investment Strategies, Asset Allocation, New Business Development, Wealth Management..., Business Planning, Life Insurance, Financial Services, Financial Risk, Alternative Investments, Investment Management

Education
University of North Texas   1999 — 2000
CFP Certification Program, Financial Planning

Belmont University   1992 — 1996
BBA

Christopher Traycheff Christopher Traycheff Greater New York City Area Details
Christopher Traycheff's Northwestern Mutual Wealth Management Company Experience January 2014 - Present
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   January 2014 - Present
U.S. Department of Homeland Security   March 2011 - January 2014
Tiffany & Co.   November 2008 - March 2011
Morgan Stanley  August 1992 - October 2007

Skills
Microsoft Office, Training, Customer Service, Security, Management, Negotiation, Counterterrorism, Microsoft Word, Team Leadership, Leadership Development, Emergency Management, Team Building, Leadership, Microsoft Excel, Strategic Planning, CRM, Public Speaking, Process Improvement, Government

Education
Manhattan College
Bachelor of Science (BS), Business Administration and Management, General

New York University
Fundraising/ Philanthropy

Kenneth A. Armstrong Kenneth A. Armstrong Vail, Colorado Details
Kenneth A. Armstrong's Northwestern Mutual Wealth Management Company Experience December 1998 - Present
Job RICP®, CFP®, CLU®, ChFC®, CLTC Wealth Management Advisor, Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   December 1998 - Present

Education
University of New Hampshire   1984 — 1987
BS, Business Administration

Douglas DiCerbo Douglas DiCerbo Greater Boston Area Details
Douglas DiCerbo's Northwestern Mutual Wealth Management Company Experience May 1995 - Present
Job
Industry Insurance
Experience
Northwestern Mutual Wealth Management Company   May 1995 - Present

Education
Hartwick College   1987 — 1991
Undergraduate

Galway Central High School   1984 — 1987

Rob Rubbelke, ChFC®, CLU®, CASL® Rob Rubbelke, ChFC®, CLU®, CASL® Greater St. Louis Area Details
Rob Rubbelke, ChFC®, CLU®, CASL®'s Northwestern Mutual Wealth Management Company Experience March 1997 - Present
Job Wealth Management Advisor, Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   March 1997 - Present

Education
Missouri State University   1993 — 1997
Bachelors of Science, Finance

Andrew Jordan Andrew Jordan Auburn, Alabama Area Details
Andrew Jordan's Northwestern Mutual Wealth Management Company Experience April 2007 - March 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  January 2015 - Present
NBC Securities, Inc.   March 2011 - January 2015
Northwestern Mutual Wealth Management Company   April 2007 - March 2011

Skills
Investments, Asset Allocation, Securities, Portfolio Management, Strategic Financial..., Investment Advisory, Equities, Financial Analysis, Retirement Planning, Finance, Asset Management, Series 7, Financial Services, Series 63, Management, Public Speaking, Mutual Funds, FINRA, Strategic Planning, Microsoft Office, Investment Strategies, Financial Advisory

Education
Troy University
Bachelor of Science, Accounting

Troy University
MBA, Finance

Justin Kirby, CLU, CLTC, CRPS Justin Kirby, CLU, CLTC, CRPS Urbana-Champaign, Illinois Area Details
Justin Kirby, CLU, CLTC, CRPS's Northwestern Mutual Wealth Management Company Experience June 1996 - Present
Job Wealth Management Advisor, Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   June 1996 - Present
Northwestern Mutual  February 2008 - December 2009
Northwestern Mutual Life  May 1995 - June 1996

Education
Illinois State University   1994 — 1996
BS, Business Administration and Marketing

Parkland College   1992 — 1994
Associates, Business Administration

Unity High School

Rob Hayworth, CLU, ChFC, CASL, AEP Rob Hayworth, CLU, ChFC, CASL, AEP Fort Wayne, Indiana Area Details
Rob Hayworth, CLU, ChFC, CASL, AEP's Northwestern Mutual Wealth Management Company Experience February 2001 - Present
Job Wealth Management Advisor, Estate & Business Planning Specialist at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   February 2001 - Present
Charles Schwab & Co  June 1999 - May 2000

Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Estate Planning, Insurance, Business Planning, Asset Management, Finance, Retirement, Strategic Financial...

Education
The American College   2014 — 2014
(AEP) Accredited Estate Planner

The American College   2011 — 2011
(CASL) Chartered Advisor For Senior Living

The American College   2009 — 2009
(ChFC) Chartered Financial Consultant

The American College   2008 — 2009
(CLU) Chartered Life Underwriter

Taylor University   1995 — 1999
Bachelor Of Arts, Finance

R. Nelson Snider High School   1992 — 1995
High School Diploma

Weisser Park

Douglas Clifford, CLU Douglas Clifford, CLU Roseville, California Details
Douglas Clifford, CLU's Northwestern Mutual Wealth Management Company Experience June 1978 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   June 1978 - Present

Skills
Employee Benefits, Disability Insurance, Investments, Life Insurance, Retirement Planning, Wealth Management, 401k, Small Business, Finance, Estate Planning, Retirement, Long Term Care, IRAs, Strategic Financial..., Long-term Care, Health Insurance, Pensions, Insurance, Financial Planning

Education
California State University-Sacramento   1974 — 1978
B.S., Business Administration

The American College   1981 — 1985
C.L.U., Chartered Life Underwriter

Patrick Stoll, CFP, CLU Patrick Stoll, CFP, CLU Irvine, California Details
Patrick Stoll, CFP, CLU's Northwestern Mutual Wealth Management Company Experience 1997 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   1997 - Present
Nalco Chemical Company  May 1995 - July 1997
USAF  May 1987 - May 1995

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Risk Management, Financial Advisory, Financial Planning, Small Business, Financial Risk, Leadership, Life Insurance

Education
College for Financial Planning   2003 — 2003
CFP, Certified Financial Planner

American College   2001 — 2001
CLU, Chartered Life Underwriter

United States Air Force Academy   1983 — 1987
B.S., Management

Anthony Abadilla, CLU®, ChFC®, CFP® Anthony Abadilla, CLU®, ChFC®, CFP® Orange County, California Area Details
Anthony Abadilla, CLU®, ChFC®, CFP®'s Northwestern Mutual Wealth Management Company Experience January 2009 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   January 2009 - Present
Ameriprise Financial  August 2007 - December 2008

Skills
Retirement Planning, 401k, Strategic Financial..., Retirement, Mutual Funds, Wealth Management, Investments, Disability Insurance, Long-term Care, Investment Advisory, Life Insurance, Certified Financial..., Wealth Accumulation, Wealth Management..., Employee Benefits, Securities, High Net Worth..., Financial Planners, Insurance, Estate Planning, Financial Services, Uniform Combined State..., Financial Advisory, 401k Rollovers, Personal Financial..., Series 63, IRAs, Fixed Annuities, Series 7, Wealth, Finance

Education
California State University-Fullerton
BA- Business Management, Minor- Computer Science

The American College
CLU®, ChFC®, CFP®, Financial Planning

Securities Training Corporation
FINRA Series 7, FINRA Series 66

A.D. Banker & Company
Life Agent

Daniel Castino, CLU, ChFC Daniel Castino, CLU, ChFC Greater Chicago Area Details
Daniel Castino, CLU, ChFC's Northwestern Mutual Wealth Management Company Experience 1990 - Present
Job Wealth Management Advisor, Castino Financial
Industry Financial Services
Experience
Castino Financial   1990 - Present
Northwestern Mutual Wealth Management Company   1990 - Present

Education
Rollins College   1980 — 1984

The American College   1995 — 1996
CLU, ChFC

John Garwood, CFP® CMFC John Garwood, CFP® CMFC Charlotte, North Carolina Area Details
John Garwood, CFP® CMFC's Northwestern Mutual Wealth Management Company Experience October 2005 - Present
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Investment Management
Experience
Northwestern Mutual Wealth Management Company   October 2005 - Present

Skills
Asset Management, Retirement Planning, Asset Allocation, Investments, Investment Advisory, Estate Planning, Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities

Education
Appalachian State University   1981 — 1985
B.S.B.A, Finance and Financial Management Services

Salim Admon, CFP® Salim Admon, CFP® Greater Los Angeles Area Details
Salim Admon, CFP®'s Northwestern Mutual Wealth Management Company Experience March 2004 - December 2014
Job Managing Director, Lenox Advisors || Personal CFO || Corporate Benefits || Asset Management || Estate & Insurance Plans
Industry Financial Services
Experience
Lenox Advisors  December 2014 - Present
Northwestern Mutual Wealth Management Company   March 2004 - December 2014

Skills
Investments, Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Strategic Financial..., Finance, 401k Rollovers, IRAs, Insurance, ETFs, Employee Benefits, Bonds, Stocks

Education
Michigan State University   1996 — 2000
Bachelor of Applied Science (BASc)

Michigan State University, Cum Laude   1996 — 2000
Bachelor of Science (B.S.)

Scott Sweet J.D., CLU, CFP, ChFC Scott Sweet J.D., CLU, CFP, ChFC Dallas/Fort Worth Area Details
Scott Sweet J.D., CLU, CFP, ChFC's Northwestern Mutual Wealth Management Company Experience February 1998 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   February 1998 - Present
Northwestern Mutual Financial Network  January 1998 - Present

Skills
Management, Wealth Management, Finance, Trading, Business, Retirement Planning, Investments, Strategic Financial..., Financial Reporting, Estate Planning, Insurance, Wealth Management..., Retirement, 401k, Securities, Wealth, Leadership, Financial Planning

Education
The University of Texas - School of Law   1987 — 1990
JD, Law

The University of Texas at Austin   1981 — 1985
BBA, Accounting

R.L. Turner High School   1977 — 1981

Mark J. Krowiak, CLU® & ChFC® Mark J. Krowiak, CLU® & ChFC® Greater New York City Area Details
Mark J. Krowiak, CLU® & ChFC®'s Northwestern Mutual Wealth Management Company Experience August 1996 - Present
Job Wealth Management Advisor (Providing expert guidance for lifetime of financial security)
Industry Financial Services
Experience
The Northwestern Mutual Financial Network  August 1996 - Present
Strategic Employee Benefit Services  August 1996 - Present
Northwestern Mutual Wealth Management Company   August 1996 - Present

Skills
Wealth Management, Long Term Care, Disability Insurance, Retirement Planning, Financial Planning, Estate Planning, Investments, Asset Management, Insurance, Series 7, Employee Benefits, Annuities, Insurance Planning, 401k, Portfolio Management, Asset Allocation, Small Business, Risk Management, Financial Analysis, Term Life Insurance, Mutual Funds, Pensions, Succession Planning, Business Planning, Retirement Solutions, Health Insurance, Retirement, Securities, Equities, Investment Advisory, IRA's, Wealth Accumulation, High Net Worth..., Income Protection, Financial Advisory, IRAs, Long-term Care, Asset Managment, Strategic Financial..., Fixed Annuities, Financial Planners, Life Insurance, Investment Strategies, Finance, Wealth, Series 63, Fixed Income, Building Relationships, Long Term Care Insurance, Personal Finance

Education
The American College   2005 — 2007
CLU® & ChFC®, Charter Life Underwriter & Charter Financial Consultant Designations

The College of New Jersey   1992 — 1996
BS, Finance

University of North Carolina at Greensboro   1991 — 1992
BS, General Business

Cherry Hill East High School   1988 — 1991

Andrew Lich, CFP, CLU, CHFC, CASL Andrew Lich, CFP, CLU, CHFC, CASL Greater St. Louis Area Details
Andrew Lich, CFP, CLU, CHFC, CASL's Northwestern Mutual Wealth Management Company Experience May 1998 - Present
Job Wealth Management Advisor Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   May 1998 - Present

Education
University of Missouri-Columbia

Matthew Lytell Matthew Lytell Tampa/St. Petersburg, Florida Area Details
Matthew Lytell's Northwestern Mutual Wealth Management Company Experience January 2005 - Present
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   January 2005 - Present
Raymond James  March 2001 - January 2005
American Express Financial Advisors  1991 - 2001

Skills
Investments, Wealth Management, Finance, Retirement Planning, Financial Planning, Mutual Funds, Management, Insurance, Series 7, Financial Services

Education
Syracuse University   1986 — 1990
BS, Finance and Marketing

B. Wade Garber B. Wade Garber Portland, Oregon Area Details
B. Wade Garber's Northwestern Mutual Wealth Management Company Experience October 1982 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
The Todd Organization  January 2004 - Present
Northwestern Mutual Wealth Management Company   October 1982 - Present

Education
University of Oregon   1977 — 1980
Business Administration, Marketing

Dan Rausch Dan Rausch United States Details
Dan Rausch's Northwestern Mutual Wealth Management Company Experience April 2015 - Present
Job CPA, MBA
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   April 2015 - Present
Dan Rausch Advisors   August 2006 - March 2015
Hantz Tax & Business LLC   January 2009 - January 2015

Skills
Real Estate, Financial Analysis, Real Estate Economics, Real Estate Transactions, Investment Properties, Loans, Valuation, Property Management, Corporate Real Estate, Commercial Real Estate, Credit, Banking, Finance, Credit Analysis, Corporate Finance, Strategic Financial..., Entrepreneurship, Management, Investments, Sales, Marketing, Strategy, Negotiation, Selling, Portfolio Management, Budgets, Accounting, Financial Planning

Education
Northwestern University - Kellogg School of Management   1994 — 1996
Master of Business Administration (MBA), Strategic Management, Marketing

London School of Economics and Political Science   1998 — 1998
Post-graduate study, Economic Perspectives on Society

Grand Valley State University   1985 — 1989
BBA, Accounting & Finance

William Newman CFP, CLU, ChFC William Newman CFP, CLU, ChFC Albany, New York Area Details
William Newman CFP, CLU, ChFC's Northwestern Mutual Wealth Management Company Experience January 1982 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   January 1982 - Present
Generation Next  2007 - 2008

Education
University at Albany, SUNY   1977 — 1981
BS, Biochemistry

Valley Stream South   1975 — 1977

Seminole High School   1975 — 1975

University at Albany, SUNY

Chuck Janka Chuck Janka Greater Chicago Area Details
Chuck Janka's Northwestern Mutual Wealth Management Company Experience May 1987 - Present
Job Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   May 1987 - Present

Skills
401k, Investment Advisory, Retirement Planning, Strategic Planning, Management, Finance, Sales, Time Management, Mutual Funds, Series 6, Series 63, Financial Planners, Wealth Management, Customer Service, Investments, Insurance, Risk Management

Education
Illinois State University   1983 — 1987
Marketing, Marketing and Finance

Gerald Fradin Gerald Fradin Greater Milwaukee Area Details
Gerald Fradin's Northwestern Mutual Wealth Management Company Experience January 2013 - Present
Job Vice President Investment Management at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   January 2013 - Present
Northwestern Mutual  2006 - 2012
Sonnenschein Nath & Rosenthal LLP  1990 - 2006

Education
University of Illinois at Urbana-Champaign   2003 — 2007
A.B., Political Science

University of Pennsylvania Law School   1987 — 1990
J.D.

Miles Moore Miles Moore Greater Chicago Area Details
Miles Moore's Northwestern Mutual Wealth Management Company Experience August 1985 - Present
Job Wealth Management Advisor Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   August 1985 - Present

Education
Iowa State University - College of Business   1980 — 1985

Arnold Ludvigsen Arnold Ludvigsen Greater Atlanta Area Details
Arnold Ludvigsen's Northwestern Mutual Wealth Management Company Experience March 2009 - Present
Job Senior Relationship Manager at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   March 2009 - Present
Goethe Institut  2010 - 2011
Wachovia Bank  June 2006 - February 2009
Northwestern Mutual  June 1995 - June 2006
AT&T  June 1980 - November 1993

Skills
Sales, Coaching, Fundraising, Team Management, Financial Services, Finance, Retirement Planning, Investments, Estate Planning, Wealth Management, Insurance, Strategic Financial..., Series 7, Mutual Funds, Securities

Education
Valparaiso University   1969 — 1973
BA, History, English

American College
CLU, Insurance

American College
ChFC, Financial Planning

Cynthia Baker, CTFA Cynthia Baker, CTFA Princeton, New Jersey Details
Cynthia Baker, CTFA's Northwestern Mutual Wealth Management Company Experience September 2007 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   September 2007 - Present
PB&T, Bank of Mid-Jersey, TSB/Manchester Trust, Sovereign Bank   June 1981 - September 2008

Skills
Certified Trust and..., Financial Services, Management, New Business Development, Marketing, Financial Planners, Securities, Long-term Care, Financial Advisory, Customer Service, Risk Management, Financial Analysis, Real Estate, Portfolio Management, Financial Planning, Retirement Planning

Education
Rider University
Busiiness Administration

Princeton High School

Edward Moyzes, CLU, CFP Edward Moyzes, CLU, CFP Greater Los Angeles Area Details
Edward Moyzes, CLU, CFP's Northwestern Mutual Wealth Management Company Experience November 2001 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   November 2001 - Present

Education
University of Denver - Daniels College of Business   1992 — 1997
MAcc, BA, Accounting

Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner (CFP)

The American College
Chartered Life Underwriter (CLU),

Robert Ruelle,CLU,ChFC,CASL,MSFS,AEP, RHU,REBC, Robert Ruelle,CLU,ChFC,CASL,MSFS,AEP, RHU,REBC, Greater Milwaukee Area Details
Robert Ruelle,CLU,ChFC,CASL,MSFS,AEP, RHU,REBC,'s Northwestern Mutual Wealth Management Company Experience January 1996 - Present
Job Director at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company   January 1996 - Present
Northwestern Mutual Wealth Management Company   1996 - Present

Skills
Series 7, Mutual Funds, Securities, FINRA, Series 63, Series 24, Retirement Planning, Retirement, Investment Advisory, Wealth Management, 401k, Asset Allocation, Fixed Annuities, Variable Annuities, Series 6, Financial Planners, Wealth, Financial Planning

Education
Marquette University   1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General

The American College   2006 — 2008
Masters Degree, Financial Planning and Services

Derek Petersen Derek Petersen Greater Milwaukee Area Details
Derek Petersen's Northwestern Mutual Wealth Management Company Experience January 2015 - Present
Job Assistant Director Advisory & Trust Services at Northwestern Mutual Wealth Management Company
Industry Investment Management
Experience
Northwestern Mutual Wealth Management Company   January 2015 - Present
Northwestern Mutual  March 2014 - January 2015
Mason Street Advisors, LLC   October 2011 - March 2014
Mason Street Advisors, LLC   February 2007 - October 2011
Northwestern Mutual Life  May 2005 - February 2007
Northwestern Mutual Life  May 2004 - May 2005
UMB Fund Services  February 2001 - May 2004
UMB Fund Services  December 1999 - February 2001
UMB Fund Services  January 1998 - December 1999

Skills
Risk Management, Compliance, Governance, Investments, Mutual Funds, Securities Regulation, Risk Assessment, Finance, Securities, Series 7, Equities, Fixed Income, Alternative Investments, FINRA, Fund Administration, Financial Services, TCA, Supervision, Testing, Asset Allocation, Series 6, Investment Advisory, Asset Management, Investment Management

Education
Concordia University-Wisconsin   2002 — 2004
MBA, Finance

University of Wisconsin-Madison   1993 — 1997
BS, Finance

Gary Rowcliffe Gary Rowcliffe Knoxville, Tennessee Area Details
Gary Rowcliffe's Northwestern Mutual Wealth Management Company Experience August 1997 - August 2012
Job Advisor
Industry Financial Services
Experience
GBP, Inc   May 1995 - Present
Capital Financial Group, LLC  May 2013 - July 2014
Northwestern Mutual Wealth Management Company   August 1997 - August 2012
Northwestern Mutual Investment Services  August 1997 - August 2012
Northwestern Mutual Financial Network  August 1981 - August 2012

Skills
Retirement Planning, Estate Planning, Investments, Disability Insurance, Life Insurance, Finance, Wealth Management, Fixed Annuities, Public Speaking, Insurance, Financial Services, Asset Allocation, Investment Advisory, Strategic Planning, Management, Leadership, Investment Strategies, Sales, Marketing, Marketing Strategy, Social Media, Private Foundations, Foundations, Employee Benefits, Strategic Financial..., Term Life Insurance, Accounting, Wealth, Customer Service, Asset Management, Fundraising, Financial Analysis, 401k, Investment Management, Small Business, Financial Planners, Long Term Care Insurance

Education
Sewanee-The University of the South   1977 — 1981
BA, Economics

Oak Ridge High School   1975 — 1977
11th & 12th

Marie Bartolotta Marie Bartolotta Greater Milwaukee Area Details
Marie Bartolotta's Northwestern Mutual Wealth Management Company Experience March 2014 - Present
Job Trust Administrator at Northwestern Mutual Wealth Management Company
Industry Insurance
Experience
Northwestern Mutual Wealth Management Company   March 2014 - Present
Tolan Schueller & Associates   April 1995 - March 2014

Skills
Employee Benefits, Long-term Care, Fixed Annuities, Insurance, Microsoft Excel, Team Building, PowerPoint, Customer Service, Accounting, Strategic Financial..., Retirement Planning

Education
Keller Graduate School of Management of DeVry University   2012 — 2014
Master of Accounting & Financial Management

Alverno College   2008 — 2011
BS, Management Accounting