Kelsey Gerdes
Investment Products Consultant at Northwestern Mutual Wealth Management Company
- Role
- Investment Products Consultant at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Kelsey Gerdes
FINRA Series 7 and 24 licensed Finance professional.
Experience
Investment Products Consultant
Apr 2020 — Present · Milwaukee, WI, US
Education
St. Norbert College
Business Administration
2008 — 2012
Skills
- Account Management
- Finra Series 7
- Pershing
- Microsoft Excel
- Powerpoint
- Eaglestar
- Microsoft Office
- Time Management
- Teamwork
- Mutual Funds
- Public Speaking
- Financial Analysis
- Human Resources
- Access
- Analysis
- Bloomberg Terminal
- Spanish
- Strategy
- Customer Service
- Strategic Planning
- Research
- Finance
- Data Analysis
- Sei
- Critical Thinking
- Envestnet
- Data Entry
- Windows
- Team Leadership
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