Thomas Stewart

Managing Partner at Northwestern Mutual San Diego, Oregon, & SW Washington | Elevating the Trajectory of People\'s Lives

Role
Managing Partner at Northwestern Mutual
Location
San Diego County, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Thomas Stewart

In the San Diego, Oregon, and Southwest Washington offices, our mission is to remove the barriers to financial independence and elevate the trajectory of people’s lives. We do this by focusing on our core values of courage, personal responsibility, accountability, inclusion, gratitude, and above all, excellence. Our mission, values, and principles are at the heart of our unique culture and guide us in doing what’s right for our financial advisors, our team members, our clients, and our communities. I joined Northwestern Mutual in 1992 and have grown my career across many roles: Financial Advisor, Managing Director, Chief Development Officer, and now Managing Partner. I\'m proud to lead the fastest growing Network Office across the Northwestern Mutual system, and our leaders continue to set the standard for excellence in the development of new and career advisors, in our recruiting and selection process, through college marketing on local campuses, and by building meaningful client relationships. We are always looking to build our team with talented and passionate individuals who thrive in an entrepreneurial environment. If you are interested in joining our organization or learning more about connecting with a Financial Advisor, please reach out to me directly. Recent Awards and Accolades: 2023 Northwestern Mutual Diversity & Inclusion Excellence Award Grand Winner2021, 2022, 2023, & 2024 Northwestern Mutual Recruiting Team of the Year FORTUNE® (FORTUNE® 500, 2023)One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2024) Best-Led Companies (Glassdoor, 2024)Best Overall Life Insurance Company (TIME Stamped, 2024)APEX Award for Excellence in Training & Development (Training Magazine, 2024)One of America\'s Best Employers for Diversity for seven consecutive years (Forbes, 2024)Best Places to Work – 100% Corporate Equality Index for nine consecutive years (Human Rights Campaign, 2024) Top Companies for Women Technologists – Leadership Index (AnitaB.Org, 2017)

Experience

  1. Managing Partner

    Northwestern Mutual

    May 2018 — Present

    I joined Northwestern Mutual as a Financial Representative in 1992 in Albany, New York. From that point on I knew I wanted to be a part of this industry. I have served our clients and our Financial Advisers in many capacities over my career and I\'m excited about building our presence in both the Greater San Diego area, Hawaii, Oregon and Southwest Washington. We are looking to build our team so please reach out if you want to learn more about getting connected with a Financial Adviser or Representative, or if you are interested in learning more about potential career opportunities.

Education

  • Marist University

    BS, Business Administration

    1988 — 1992

  • University at Albany

    MBA

    1995 — 1997

Skills

  • Recruiting
  • Staff Development
  • Management
  • Team Building
  • Portfolio Management
  • Fixed Annuities
  • Creative Direction
  • Strategy
  • Social Networking
  • Disability Insurance
  • Business Development
  • Wealth Management
  • Securities
  • Public Speaking
  • Estate Planning
  • Series 6
  • Insurance
  • Social Media Marketing
  • Financial Modeling
  • Financial Analysis
  • Asset Management
  • Mutual Funds
  • Marketing Strategy
  • Risk Management
  • Team Management
  • Social Media
  • Event Planning
  • Investments
  • Marketing
  • Series 63
  • Strategic Planning
  • Health Insurance
  • Leadership Development
  • Equities
  • Financial Services
  • Account Management
  • Customer Service
  • Time Management
  • Entrepreneurship
  • Sales

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Thomas Stewart — Managing Partner at Northwestern Mutual in San Diego County, CA, US | Unifers