Peter Hu

Experience

1. Financial Representative

   Northwestern Mutual

   Sep 2014 — Present · New York, NY, US

   As a financial representative with Northwestern Mutual, Peter Hu works with clients to identify their financial security needs and then focuses on solutions that can help make their goals a reality. Peter relies not only on his own knowledge and experience, but also on the expertise of a team of specialists. For additional information, send Peter a LinkedIn message.Financial PlanningLong-term financial security doesn’t happen by chance. Many things in life can have an impact – positive or negative – on your financial well-being. I’m here to help you take control of your future. Together we’ll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we’ll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.Retirement PlanningPerhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.Employee and Executive Benefits PlanningEmployee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your companyPeter Hu helps individuals achieve a more secure future by working to understand their situation and to build a relationship that will serve their needs over time. Please let Peter know how he may be able to help you realize your vision for the future.

Education

• CUNY New York City College of Technology

  Bachelor of Business Administration (B.B.A.)

  2004 — 2008

Skills

• Budgeting
• Management
• Microsoft Office
• Sales
• Financial Planning
• Training
• Customer Service
• Microsoft Excel
• Powerpoint
• Leadership
• Microsoft Word
• Research
• Photoshop
• Disability Insurance
• Marketing
• Life Insurance