Carson Mcgill Email & Phone Number

Clive, Iowa, United States

My primary roles include:Analyzing, recommending, and executing a wide variety of investment management services and thought leadership for our clients.Collaborate with our advisors, Director of Investments, Director of Planning, and other team members, to provide investment advisory services, such as - analyzing investments, monitoring holdings, building client investment account structures, processing asset transfers, investment audits, adn advisory client service.Assist with mentoring planning team associates in investment client service areas.Lead the team's efforts in the operational aspects of the alternative investments we implement for qualified purchasers.

Des Moines, Iowa Area

My role at MJWM will be getting involved in a couple of different areas of the business, including investment operations as well as client planning. This will allow me to do operational work to service our clients, as well as sit in on their meetings as we develop and work with them to achieve their financial goals.

Milwaukee, Wisconsin, United States

I assist the field advisors of Northwestern Mutual in different investment strategies for their clients, as well as work with the different teams of the Wealth Management Company to further the investment platform of Northwestern Mutual.

Urbandale, Iowa, United States

I assist team members at McGill Junge Wealth Management putting together the comprehensive plans we run for our clients, as well as sit in on meetings. I have my life and health licenses and recently passed the Series 7 and Series 63 exams to broaden my investment knowledge.

Urbandale, Iowa, United States

My main job is to learn as much as I can through sitting in on meetings, as well as setting up meetings of my own. I help create financial plans for our clients, as well as bring new clients in to see the benefits we offer.

Urbandale, Iowa, United States

My main job is to learn as much as I can through sitting in on meetings, as well as setting up meetings of my own. I help create financial plans for our clients, as well as bring new clients in to see the benefits we offer.

Finance And Financial Management Services

Activities and Societies: Member of the Pi Kappa Alpha FraternityTaking various types of classes to broaden my education, but focus on my.

Business Administration And Management, General