Jocelyn Restrepo

Director of Development at Northwestern Mutual - Clearwater

Role: Director of Development at Northwestern Mutual Clearwater
Location: Tampa, FL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jocelyn Restrepo

My journey has taken me through leadership, training, and development roles in multiple…

Experience

Director of Development
Northwestern Mutual Clearwater
Jan 2025 — Present · Clearwater, FL, US

Education

University of South Florida
BS Business Management
Hillsborough Community College
Associate of Arts - AA

Contact information

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Work email
•••••@nm.com
Personal email
•••••@•••••.com
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+18•••••••23

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

nm.com

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About Jocelyn Restrepo

Experience

Director of Development

Education

University of South Florida

Hillsborough Community College

Find verified contacts for anyone on LinkedIn