Michael Trotta

Financial Advisor @Northwestern Mutual

Raleigh-Durham-Chapel Hill, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2016 — Present

Financial Advisor @Northwestern Mutual

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Raleigh-Durham, NC, US

Determine each client’s personal, professional, and financial goals• Provide specific financial solutions suited to each client’s individual needs• Provide risk management planning with products such as life insurance and disability insurance• Recommend saving strategies to clients in order to prepare them for retirement• Regularly review each client’s progress toward their goals

EDUCATION

2013 — 2017

North Carolina State University

Bachelor’s Degree, Finance, General

2009 — 2013

Seneca Valley High School

High School, Student

SKILLS

Time ManagementPublic SpeakingTeamworkManagementData EntryOutlookMicrosoft OutlookLeadershipSocial MediaEvent PlanningSocial Media MarketingMicrosoft ExcelPowerpointMicrosoft OfficeSalesFacebookSocial NetworkingCustomer SatisfactionGolfMicrosoft WordCustomer ServiceHospitalityEvent Management

ABOUT MICHAEL TROTTA

I work as a Wealth Management Advisor with the Northwestern Mutual Financial Network…

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Michael Trotta — Financial Advisor at Northwestern Mutual in Raleigh-Durham-Chapel Hill, NC, US | Unifers