Emma B.
- Role
- Lead Associate Financial Representative at Northwestern Mutual
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Emma B.
With a Bachelor of Fine Arts from Cal Poly, San Luis Obispo, and an MBA with a…
Experience
Lead Associate Financial Representative
May 2025 — Present · San Diego, CA, US
Supports financial advising team by managing customer relationship management for operational excellence, overall client satisfaction, and team effectiveness. Contributes to financial planning and reporting.
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