Charlie Doll

Private Wealth Advisor- Platt Allen

Role: Financial Advisor at Northwestern Mutual
Location: Dayton, OH, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor
Northwestern Mutual
Oct 2019 — Present · Dayton, OH, US

Education

Wright State University
Bachelor's degree, Marketing
2007 — 2011

Skills

Lead Generation
Legal Support Services
Solution Selling
Legal Research
Sales Process
Training
New Business Development
Direct Sales
Sales Operations
Customer Retention
Sales Management
Sales
Crm
Product Marketing
Sales Presentations
Cold Calling
Transactional Law
Competitive Analysis
Selling
B2b
Lexisnexis
Account Management

Contact information

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Work email
•••••@northwesternmutual.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Northwestern Mutual

Financial Services · 38K employees · Founded 1857 · Milwaukee, Wisconsin, United States

At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines

northwesternmutual.com

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Experience

Financial Advisor

Education

Wright State University

Skills

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