Matthew Goldi
Northwestern Mutual
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WORK HISTORY
@Northwestern Mutual
EDUCATION
Ferris State University
Bachelor of Applied Science (B.A.Sc.) PGA Golf Management, PGA Golf Management
The American College of Financial Services
CFP, CFP
Farmington High School
High School Diploma, Marketing/Business
SKILLS
ABOUT MATTHEW GOLDI
Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.With $265.0 billion in assets,$28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services.We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security.
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