Allan F. Koswick
Wealth Management Advisor @Northwestern Mutual
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 1991 — Present
Wealth Management Advisor @Northwestern Mutual
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Our firm understands complex financial issues and how they can affect life goals. I work with my clients to fully understand their situation, and look to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.
EDUCATION
1973 — 1977
Villanova University
BA, Psychology
1977 — 1979
Indiana State University
MS, Psychology
SKILLS
Financial ServicesAccountabilityManagementFinancial AnalysisInvestmentsPortfolio ManagementStrategic PlanningAsset ManagementCustomer ServiceFinancial PlanningFinancial ModelingMutual FundsFinanceProblem SolvingIntegrityWealth Management
ABOUT ALLAN F. KOSWICK
I\'m a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company…
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