Adam Peter
University of Connecticut Alumni | Integrated Financial Plans, Tax Mitigation, and Risk Managment
- Role
- Financial Representative at Northwestern Mutual
- Location
- Westport, CT, US
- LinkedIn followers
- 500 followers
About Adam Peter
With a Bachelor of Science in Economics from the University of Connecticut, I\'ve…
Experience
Financial Representative
Feb 2025 — Present
Leverages Northwestern Mutual platforms to provide tailored financial advice, enhancing clients\' financial literacy. • Cultivated and maintained strong relationships with clients to assess their unique financial needs and goals. • Achieved a high client satisfaction rate through personalized service and ongoing support.
Education
University of Connecticut
Bachelor of Science, Economics
CT State Norwalk
1st semester , N/A
2019 — 2021
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