Baji V. Puram
Wealth Management Advisor at Northwestern Mutual
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Baji V. Puram
Baji V. Puram is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company, which offers high quality investment and wealth management programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Baji can help create a complete financial plan - whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term.(For additional information, call Baji at 61••••••54 or visit his Web site at Hiring! Please let me know if you, or someone you know, is interested in joining my
Experience
Wealth Management Advisor
Aug 1994 — Present
Skills
- Coaching
- Finance
- Iras
- Long-Term Care
- Project Management
- Securities
- Public Speaking
- Estate Planning
- Leadership Development
- Retirement Planning
- Business Strategy
- Insurance
- Investments
- Financial Analysis
- Customer Service
- Financial Planning
- Team Building
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Business Analysis
- Wealth Accumulation
- Leadership
- High Net Worth Individuals
- Series 63
- Strategy
- Series 7
- Business Development
- Wealth Management
- Strategic Planning
- Mutual Funds
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