Financial Advisor
Northwestern Mutual Chicago
Helping clients avoid financial pitfalls and build generational wealth. Committed to closing the racial wealth gap.
Company Overiew
For years, Northwestern Mutual has helped families and businesses across the country reach their financial goals. NM's version of financial planning brings the right insurance and investment strategies together, so clients can do the things that matter most.
NM Chicago Vision: "To be a firm of enduring firms, reflecting the communities we serve, multiplying our impact and influence." Led by Corey McQuade, NMC is proud to be recognized as the Northwestern Mutual Diversity & Inclusion Champion of 2022.
What did I accomplish?
- Kept meetings with 1,500+ prospects
- Implemented financial plans for 100+ clients
- Passed Series 7, 63 investment licensing exams
- Passed annuities, health, life, and long-term care insurance exams
- Led new hire and intern education and mentorship sessions
- Presented financial literacy keynote at university recruitment events
What did I learn?
- Principles of a certified financial plan
- Intricacies of financial planning for business owners
- Business and personal risk mitigation via insurance planning
- Helping clients discover their personal investment philosophy
- Advanced estate planning for high earners and business exits
- Northwestern Mutual's pioneering sales and prospecting process