Sara Grunwaldt
Investment Client Services Consultant @Northwestern Mutual
Milwaukee, WI, US
EMAILS
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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