Leslie Corrao
Lead Investment Analyst & Specialist, Wealth Management @Northwestern Mutual
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WORK HISTORY
Lead Investment Analyst & Specialist, Wealth Management @Northwestern Mutual
Leverage field and home office relationships to gain access to resources and capabilities key to both field success and department business objectives. Serve as direct point of contact to field advisors to ensure both FINRA and NMIS compliance, development of investment proposals, fee schedule construction and review and reporting related to maintaining transparency and successful and profitable practices. Perform extensive analytical investment calculations and reports for internal review, process management and improved field relations and support. Build and strengthen client relationships through direct field support and constant contact. Supporting existing business and new client acquisition. Create in-depth spreadsheets and presentations to support the field in client management; detailing trends, gains and loss and expenses related to client investments and future projections. Assess operational, regulatory, compliance and potential risks associated with specific funds, asset allocations and opportunities to strengthen practices and processes.
EDUCATION
Alverno College
Bachelor of Communications, Management & Technology, Public Relations Minor
SKILLS
ABOUT LESLIE CORRAO
I devote my skills and energy to the continuous development and growth of the business…
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