Lena M. Budraitis

About Lena M. Budraitis

Everyone who earns income deserves to have access to information and resources that make them feel financially secure. Here at our firm we start with complimentary discussions that focus on 3 areas for our clients: 1. Do you have a plan to ensure you don’t run out of money in retirement? Do you have a plan to minimize taxes in retirement? Do you have a plan for your family and loved ones to be taken care of in the event of an accident? We can design your plan so you can feel good about going for the things that are too important to wait for. Schedule 15-minutes to tell me what\'s keeping you up at night when it comes to your financial planning -> Visit: lenabudraitis.nm.com for a calendar link. Qualifications & Licenses:Life, Health Licensed in 15+ StatesFINRA SIE, Series 6, & 63 RegisteredB.S. Kinesiology, Pennsylvania State UniversityM.B.A, Management, Florida Institute of Technology Working Mother with 20+ years of business experience :)Our Areas of Specialty: Comprehensive Financial & Cash Flow PlanningTax Efficient Wealth Accumulation, Distribution & Retirement Income StrategiesPortfolio & Investment StrategiesInsurance PlanningHousehold Budget College Savings Planning Additional Career Experience:Energetic and results-driven award-winning sales leader with expertise in business development, marketing, operations, change management, tactical implementation, people management, product development, and project execution. Exceptionally adept in crafting innovative solutions with cross-functional teams that optimize processes, productivity, and profitability. Strong aptitude in translating client needs into actionable insights leveraging data analytics and performance metrics. Experience working in various industries such as foodservice & beverage, ingredients, CPG, commodities, oil, pharmaceutical, hospitality, transportation & distribution, and specialty chemicals. Former VISTAGE Key Executive member.

Experience

1. Financial Advisor

   Northwestern Mutual

   Dec 2022 — Present

   Everyone who earns income deserves to have access to information and resources that make them feel financially secure. Here at our firm we start with complimentary discussions that focus on 3 areas for our clients: 1. Do you have a plan to ensure you don’t run out of money in retirement?2. Do you have a plan to minimize taxes in retirement?3. Do you have a plan for your family and loved ones to be taken care of in the event of an accident?We can design your plan so you can feel good about going for the things that are too important to wait for. Schedule 15-minutes to tell me what\'s keeping you up at night when it comes to your financial planning -> Visit: lenabudraitis.nm.com for a calendar link. Qualifications & Licenses:Life, Health Licensed in 10+ StatesFINRA SIE, Series 6, & 63 RegisteredB.S. Kinesiology, Pennsylvania State UniversityM.B.A, Management, Florida Institute of Technology Working Mother with 20+ years of business experience :)Our Areas of Specialty: Comprehensive Financial & Cash Flow PlanningTax Efficient Wealth Accumulation, Distribution & Retirement Income StrategiesPortfolio & Investment StrategiesInsurance PlanningHousehold Budget College Savings Planning WHY NORTHWESTERN MUTUAL:1. Aaa, and AA+—we\'ve earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.2. Top 10 ranked investment service: We\'re one of the top U.S. Independent Investment Broker-Dealers3. No. 1 most admired companies: Fortune® named us one of the World\'s Most Admired Companies, ranking us #1 among life insurers4. 97% of our policyowners stay with us year over year: The percentage of our policyowners who stay with us year over year

Education

• Penn State University

  B.S., Kinesiology

  1997 — 2001

• Florida Institute of Technology

  MBA, Management

  2010 — 2011

Skills

• Marketing
• Restaurants
• Budgeting
• Sales
• Inventory Management
• Leadership
• Time Management
• P&L
• Sales Management
• Business Development
• Operations Management
• Profit
• P&L Management
• Team Building
• Management
• Competitive Analysis
• Cross-Functional Team Leadership
• Selling
• Pricing
• Budgets
• Food
• Sales Process
• Training
• Customer Satisfaction
• New Business Development
• Franchising
• Salesforce.com
• Food Safety
• Food Service
• Forecasting
• Cold Calling
• Key Account Development
• Staff Development
• Loyalty Marketing
• Insurance
• Strategic Planning
• Sales Operations
• Customer Retention
• Customer Service
• Account Management