Trevor Conti
Specializing in holistic financial planning especially retirement distribution.
- Role
- Director of Investments at Northwestern Mutual
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Trevor Conti
Experienced small business owner and Wealth Management Advisor who understands the unique…
Experience
Director of Investments
Jan 2018 — Present · Middleton, WI, US
Having an advisor who\'s walked in your shoes is vital in helping guide you to your goals - personal, professional, and financial. As experienced business owners ourselves, our team understands your best and most important investment is in yourself and your business. We specialize in helping you understand how best to integrate tax, business, and investment strategies by quarterbacking conversations with your CPA, attorney, business partners, and other advisors as we take a truly holistic approach to financial planning. When you\'re at a crossroads, trying to figure out a business strategy, or just want to talk through what you\'re currently doing to see if there\'s an angle you\'re not seeing, please feel free to reach out.no strings attached and no pressure.
Education
University of Wisconsin-Platteville
Bachelor of Science (B.S.), Business Administration
2003 — 2007
Skills
- Strategy
- Financial Planning
- Continuous Improvement
- Insurance
- Communication
- Customer Service
- Finance
- Kaizen
- Sales Coaching
- Product Development
- Team Building
- Sales Management
- Project Management
- Leadership
- Risk Management
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