Annette J. Allison-Campbell Email and Phone Number
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Annette J. Allison-Campbell is a Director of Wealth Management Services at NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY at NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY. She possess expertise in financial advisory, personal financial planning, retirement planning, investments, investment marketing communications and 3 more skills.
Northwestern Mutual Wealth Management Company
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Director Of Wealth Management ServicesNorthwestern Mutual Wealth Management Company Jan 2020 - PresentWilmington, Delaware
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Associate Wealth Management AdvisorNorthwestern Mutual Wealth Management Company 2017 - PresentWilmington, Delware
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Financial AdvisorRaymond James & Associates Sep 2015 - Jan 2017Jenkintown, PaComprehensive financial planning and investment management services. I welcome the opportunity to partner with families, business owners and defined contribution retirement plan sponsors. -
Assistant Vice PresidentFis Group (An Investment Management Firm) Apr 2008 - Aug 2015Philadelphia, PaRFP Development: Managed the accurate and timely development of RFP’s, RFI’s and presentations for the “Senior Team” that made it to the final round of most RFP/RFI process in which they were involved; wrote and edited RFP responses and developed standards and best practices for RFP creation to ensure quality and consistency of output; Built and maintained a secure RFP Q&A database with updated, compliance-approved responses to improve efficiency of the RFP development process.Marketing Communication: Created and implemented targeted collateral, direct marketing, sales support and event-oriented initiatives, from concept through development and distribution; Redesigned marketing collateral, presentation book, white papers, firm newsletter, pocket folders, banners, and give-away items to improve functionality and better represent the firm’s brand;Identified low cost sources for display materials and negotiated printing discounts resulting in significant savings; Led team charged with redesigning FIS Group website.Sales & Client Service Support: Introduced project management tools such as time lines, presentation checklists and written presentation procedures to better coordinate presentation development across departments, resulting in more timely and accurate product; Organized sales meetings and negotiated discounts with conference vendors. Researched & wrote non-standard responses to client-specific questions and maintain client management logs. -
Marketing & Client Relations AnalystFis Group (An Investment Management Firm) Jan 2007 - Mar 2008Philadelphia, Pa
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Performance Measurement AnalystFis Group (An Investment Management Firm) Jun 2004 - Jan 2007Philadelphia, PaAccurately calculated returns for client portfolios and performed reconciliation with third party entities; Analyzed client portfolios and prepared monthly and quarterly performance reports
Annette J. Allison-Campbell Skills
Annette J. Allison-Campbell Education Details
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Business Administration, Finance -
Finance
Frequently Asked Questions about Annette J. Allison-Campbell
What company does Annette J. Allison-Campbell work for?
Annette J. Allison-Campbell works for Northwestern Mutual Wealth Management Company
What is Annette J. Allison-Campbell's role at the current company?
Annette J. Allison-Campbell's current role is Director of Wealth Management Services at NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY.
What is Annette J. Allison-Campbell's email address?
Annette J. Allison-Campbell's email address is aa****@****oup.com
What is Annette J. Allison-Campbell's direct phone number?
Annette J. Allison-Campbell's direct phone number is (727) 567*****
What schools did Annette J. Allison-Campbell attend?
Annette J. Allison-Campbell attended Ashland University, Franklin University.
What skills is Annette J. Allison-Campbell known for?
Annette J. Allison-Campbell has skills like Financial Advisory, Personal Financial Planning, Retirement Planning, Investments, Investment Marketing Communications, Public Relations, Performance Measurement, Team Leadership.
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