Northwestern Mutual Wealth Management Company
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Northwestern Mutual Wealth Management Company Employees
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
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
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
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
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
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
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
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
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
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
Northwestern Mutual Wealth Management Company March 1999 - Present
Northwestern Mutual 1999 - Present
Education
Rutgers University
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
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
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
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
Northwestern Mutual Wealth Management Company January 1992 - Present
Education
University of Nebraska
MBA, Finance
University of Nebraska at Omaha
BSBA, Finance & Managment Information Systems
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
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
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
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
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
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
Northwestern Mutual Wealth Management Company June 1996 - Present
Education
Saint Xavier University 1993 — 1996
B.A., Economics
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
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
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
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
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
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
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
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
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
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
Northwestern Mutual Wealth Management Company December 1998 - Present
Education
University of New Hampshire 1984 — 1987
BS, Business Administration
Northwestern Mutual Wealth Management Company May 1995 - Present
Education
Hartwick College 1987 — 1991
Undergraduate
Galway Central High School 1984 — 1987
Northwestern Mutual Wealth Management Company March 1997 - Present
Education
Missouri State University 1993 — 1997
Bachelors of Science, Finance
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
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
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
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
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
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
Castino Financial 1990 - Present
Northwestern Mutual Wealth Management Company 1990 - Present
Education
Rollins College 1980 — 1984
The American College 1995 — 1996
CLU, ChFC
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
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.)
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
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
Northwestern Mutual Wealth Management Company May 1998 - Present
Education
University of Missouri-Columbia
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
The Todd Organization January 2004 - Present
Northwestern Mutual Wealth Management Company October 1982 - Present
Education
University of Oregon 1977 — 1980
Business Administration, Marketing
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
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
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
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.
Northwestern Mutual Wealth Management Company August 1985 - Present
Education
Iowa State University - College of Business 1980 — 1985
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
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
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),
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
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
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
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