Carmelo P.

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Role
Financial Advisor at Northwestern Mutual
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Northwestern Mutual

    Apr 2023 — Present · Milwaukee, WI, US

    Full Service Personal Financial Planning. Risk Management, Wealth Accumulation & Wealth Preservation and Distribution. As a fiduciary, I was attracted to this career as a compliment to my previous experiences. Northwestern Mutual is an industry leader in Financial planning. Joining this team will allow me help people understand, plan and protect their assets. I enjoy developing an understanding of client’s personal, professional, and financial dreams and then assisting to make them a reality. My experiences allow me to relate to a broad network of clients. I am excited to be part of a team licensed in 36 states to assist with all aspects of financial planning, investment, and insurance needs.

Education

  • Milwaukee Area Technical College

    Criminal Justice/Police Science

  • Northwestern University

    Criminal Justice/Police Science

  • Waukesha County Technical College

    Fire Science/Fire-fighting

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Carmelo P. — Financial Advisor at Northwestern Mutual in Milwaukee, WI, US | Unifers