William Brammer

Role
Financial Advisor at Northwestern Mutual
Location
Poughkeepsie, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About William Brammer

Experienced Financial Advisor with a demonstrated history of working in the financial…

Experience

  1. Financial Advisor

    Northwestern Mutual

    May 2017 — Present

    Will offers a personalized approach to providing customized financial solutions tailored to each client\'s individual needs, providing needs-based analysis and financial solutions to help ensure a client\'s needs are met at every life stage. Will works closely with clients to develop customized solutions that meet long-term financial goals and objectives. By listening to your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, he works with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results.

Education

  • SUNY New Paltz

    Bachelor of Science (B.S.), Finance

    2014 — 2017

Skills

  • Microsoft Office
  • German
  • Microsoft Excel

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William Brammer — Financial Advisor at Northwestern Mutual in Poughkeepsie, NY, US | Unifers