Sara Grunwaldt

Investment Client Services Consultant @Northwestern Mutual

Milwaukee, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2016 — Present

Investment Client Services Consultant @Northwestern Mutual

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Milwaukee, WI, US

EDUCATION

1977 — 1981

University of Wisconsin-Eau Claire

BS

1986 — 1988

University of Wisconsin-Milwaukee

Graduate School

SKILLS

Life InsuranceAdaptive LearningFinanceTeam-OrientedCompliance ManagementFinancial RiskAsset ManagementSeries 63SecuritiesEstate PlanningFinancial PlanningAsset ManagmentCustomer ServiceRisk AssessmentMutual FundsRisk ManagementTeam LeadershipProject Planning and ManagementHuman ResourcesEmployee BenefitsSeries 7Cross Functional Relationship BuildingFixed AnnuitiesAnalytical SkillsFinraInsuranceCommunicationFinancial ServicesInvestmentsHealth Insurance

ABOUT SARA GRUNWALDT

Provide operational support to the investment client services department and the field…

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Sara Grunwaldt — Investment Client Services Consultant at Northwestern Mutual in Milwaukee, WI, US | Unifers