Jeff Freedman

About Jeff Freedman

I am a Wealth Management Advisor with Northwestern Mutual. Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I use a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term. For additional information, send me a LinkedIn message or visit my website at learn more about my specialties, visit To learn about my specialties, visit my web site at

Experience

1. Financial Advisor

   Northwestern Mutual

   Jan 2008 — Present

   I help individuals achieve a more secure future for themselves, their families and businesses by providing a wide range of products and services to address their needs and goals. I can also work with clients in creating a financial plan that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.

Education

• Indiana University Bloomington

  B.S.

  1998 — 2002

Skills

• Solution Selling
• Direct Sales
• Cold Calling
• Salesforce.com
• New Business Development
• Sales Management
• Sales
• Sales Process