Melinda Munoz
Enterprise SaaS Sales Development | Tailored M365 Governance Solutions
- Role
- Financial Representative at Northwestern Mutual
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Melinda Munoz
I help organizations gain visibility, control, and governance across their Microsoft…
Experience
Financial Representative
Jan 2025 — Present · Los Angeles, CA, US
Develop personalized financial plans to help clients achieve their short- and long- term financial goals• Analyze financial data and market trends to provide informed recommendations • Educate clients on risk management solutions, including life, disability, and long- term care insurance• Assist clients with estate and business planning strategies to protect and grow their assets.
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