Benjamin Miller-Rios
- Role
- Manager, Client Relationships & Plan Implementation at Northwestern Mutual
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Benjamin Miller-Rios
I\'ve always been drawn by a passion to connect, empower, and protect those around me…
Experience
Manager, Client Relationships & Plan Implementation
Sep 2023 — Present
Sophisticated relationship manager, second chair to CFP Hayley Dickson, and manager of overall plan implementation for our cherished clients that incorporates risk management solutions, investments, private equity, and tax planning tailored to each individual client within a fee-based planning arrangement. Responsible for innovating, introducing, and executing high level programs for the firm that include trading portfolios with individual equities and private equity funds, tax loss harvesting, guaranteed income for pre-retirees, internal organizational efficiency, artificial intelligence initiatives, and more.
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