Mike Trevenna

Partnering with you to create financial security to allow you to invest your time and energy in what you love.

Role: Financial Advisor at Northwestern Mutual
Location: Minneapolis, MN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor
Northwestern Mutual
Jun 2022 — Present · Mendota Heights, MN, US

Education

University of St. Thomas
Bachelor
2004 — 2007
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
2013 — 2016

Skills

Asset Allocation
Strategy
Forecasting
Strategic Financial Planning
Retirement Planning
Series 63
Microsoft Excel
Inventory Management
Leadership
Series 7
Life Insurance
Merchandising
Employee Benefits

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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Experience

Financial Advisor

Education

University of St. Thomas

University of Minnesota - Carlson School of Management

Skills

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