Emma B.
Lead Associate Financial Representative @Northwestern Mutual
San Diego, CA, US
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WORK HISTORY
May 2025 — Present
Lead Associate Financial Representative @Northwestern Mutual
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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.
ABOUT EMMA B.
With a Bachelor of Fine Arts from Cal Poly, San Luis Obispo, and an MBA with a…
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