Mateo Adams

Brand Building | Philanthropy | Connector

Role: Financial Representative at Northwestern Mutual
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Mateo Adams

Get the Inside Scoop: I’m a multifaceted, highly adaptable, team player that…

Experience

Financial Representative
Northwestern Mutual
Mar 2023 — Present · Carlsbad, CA, US
My team and I help our clients achieve financial success and security through a three-step planning approach: Risk Management, Wealth Accumulation and Preservation through Tax Efficient Distributions. We specialize in working with Business Owners, Tech and Medical Professionals, Engineers, and the Entertainment Industry.

Education

Great Oak High School
High School Diploma
San Francisco State University
Current

Contact information

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Work email
•••••@northwesternmutual.com
Personal email
•••••@•••••.com
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Current company

Northwestern Mutual

Financial Services · 38K employees · Founded 1857 · Milwaukee, Wisconsin, United States

At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines

northwesternmutual.com

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About Mateo Adams

Experience

Financial Representative

Education

Great Oak High School

San Francisco State University

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