Joe Cortes
Empowering you financially to save on taxes and live life!
- Role
- Financial Representative at Northwestern Mutual
- Location
- Anaheim, CA, US
- LinkedIn followers
- 500 followers
About Joe Cortes
My team and I empower individuals and families to grow their money, pay less in taxes and live life by design. Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Allow me to help you secure your future in all the ways that matter. Office:(90••••••52Cell:(71••••••79 j••••••••@nm.comhttp://joseph.cortes.nm.com
Experience
Financial Representative
Jan 2022 — Present · Ontario, CA, US
I work with my clients to help them navigate the complex world of financial planning. Through building long term relationships, I help my clients build customized financial plans that help them achieve their personal and financial goals. Please let me know how I can help you build the future you deserve.
Education
Colorado Technical University
Associate of Science (A.S.), Business Administration and Management, General
2008 — 2010
Colorado Technical University
Bachelor of Science (B.S.), Business Management/ Information Technology
2008 — 2012
Skills
- Team Building
- Management
- Sales Management
- Time Management
- Negotiation
- Customer Service
- Microsoft Excel
- Powerpoint
- Real Estate
- Account Management
- Marketing
- Cold Calling
- Business Development
- Budgets
- Credit
- Goal Oriented
- Success Driven
- Microsoft Office
- Sales
- New Business Development
- Strategic Planning
- Managed Services
- Crm
- Microsoft Word
- Team Leadership
- Selling
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