Caleb Posey, Macc work email
- Valid
Caleb Posey, Macc personal email
My team and I specialize in helping families and business owners take care of their needs, implement financial security, and most of all tie their balance sheet to their heart.With our personalized approach to financial planning, we’ll help you live the life you want and the life you ever thought you could. Because when tomorrow’s covered and you start realizing your financial goals today, planning feels less like planning and more like living.
Northwestern Mutual
View- Website:
- northwesternmutual.com
- Employees:
- 37473
-
Field DirectorNorthwestern MutualBoca Raton, Fl, Us
-
Financial AdvisorNorthwestern Mutual Jan 2021 - PresentMilwaukee, Wi, UsMy team and I specialize in helping families, technology professionals, medical professionals, and business owners build a strategic and personalized step by step financial plan to get them from where they are today to achieving their financial goals when and where they want to in the future. With our personalized approach to financial planning, we’ll help you live the life you want and the life you ever thought you could. Because when tomorrow’s covered and you start realizing your financial goals today, planning feels less like planning and more like living.
-
Field DirectorNorthwestern Mutual Jul 2022 - PresentMilwaukee, Wi, UsAs a Field Director Caleb's focus is identifying and developing others to help them reach their true potential as they create their own life by design, not by default. From collegiate advisors to career changers, it's his goal to help others find the fulfillment and quality of life they desire. He serves both as a financial services professional, entrepreneur, startup accelerator and also a catalyst to maximize potential in previously established financial practices.
-
AuditorDraffin Tucker Jan 2020 - Dec 2020Albany, Georgia, UsEnsured compliance with established internal control procedures by examining records, reports, operating practices, and documentation. Verified accuracy of assets and liabilities by comparing items to documentation and financial statements. Completed audit workpapers by documenting detailed audit tests and findings. -
Tax AccountantJackson Thornton Jan 2019 - Dec 2019Montgomery, Al, UsPrepared multi-state tax returns in compliance with US federal and state law.Researched tax regulations and analyzed financial statements to ensure documentation correctness.Monitored monthly company expenses for multiple ongoing projects.Took part in quarterly financial planning and implemented tax strategies to minimize the financial risks of the company.Maintained consistent relationships with auditors and represented the company during audit checks.Identified discrepancies in tax reports and transactions data.
Caleb Posey, Macc Education Details
-
Troy UniversityAccounting -
Troy UniversityAccounting
Frequently Asked Questions about Caleb Posey, Macc
What company does Caleb Posey, Macc work for?
Caleb Posey, Macc works for Northwestern Mutual
What is Caleb Posey, Macc's role at the current company?
Caleb Posey, Macc's current role is Field Director.
What is Caleb Posey, Macc's email address?
Caleb Posey, Macc's email address is ca****@****ton.com
What schools did Caleb Posey, Macc attend?
Caleb Posey, Macc attended Troy University, Troy University.
Who are Caleb Posey, Macc's colleagues?
Caleb Posey, Macc's colleagues are Nina Monafo, Abigail Keefe, Tina Tolly, Zach Scroggins, Jaclyn Beder, Lashae Simmons Ii, Nicholas Nakamoto.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial