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Carson D. Whitman is listed as Associate Financial Representative | Coachable, Motivated & Curious | Aspiring Financial Advisor at Northwestern Mutual, based in Duluth, Minnesota, United States. AeroLeads shows a work email signal at target.com and a matched LinkedIn profile for Carson D. Whitman.
Carson D. Whitman previously worked as Associate Financial Representative at Northwestern Mutual and Associate Financial Representative at Northwestern Mutual. Carson D. Whitman holds Bachelor Of Business Administration - Bba, Major: Professional Sales, Minor: Business Analytics from University Of Minnesota Duluth.
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AeroLeads found 1 current-domain work email signal for Carson D. Whitman. Compare company email patterns before reaching out.
I am an ambitious, futuristic, and strategic problem solver. I strive to make a lasting impact on the people around me and the clients I serve. I embrace a positive, optimistic and upbeat attitude daily. I strive to harvest continuous improvement (Kaizen) in Growth & Development; Personally, Professionally, and Financially. The minute you stop growing you will be surpassed in the blink of an eye. I am focused on making data-driven consumer and business solutions to create meaningful value. I excel when working in collaborative groups to solve operational and financial problems. I thrive in dealing with analytics and statistics to draw meaningful insights and solutions. I have experience with both Salesforce and Microsoft Office 365 Dynamics CRM platforms. My five-year plan includes:Currently, I am working as a client service/ operations associate in a premier financial planning practice. I am studying for the SIE, 63, and Series 7 exams with an anticipated completion date of December 20th. I will continue to network and volunteer in the community in many avenues. I am eager and have a serious commitment to pursuing a career in the financial services industry. By 2027, I aspire to have earned a leadership position. I will continue to work towards industry certifications including but not limited to CFP. Also, I aspire to travel the world, so beginning that. By 2029, Paid off my student loans.
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Milwaukee, WI, US
Specialize in high-quality client service for risk, investment, annuity and income plan products Research, gather, and prepare sales materials for client presentationsCreate financial plans and run analysis for current and proposed financial productsGather client information for applications for risk, investment, annuity, and income plan productsOnboard.
Minneapolis, MN, US
Collaboratively provided high-quality products and developed strong producer-consumer relationships. Focused on creating a Guest-First Driven Culture. Led and executed training on processes and flows for over 10 employees. Utilized powered equipment to create efficiency.Received Employee of the Quarter 2020 (Q1), Team Member Recognition AwardsRoles.
San Francisco, California, US
Operated a vehicle and completed over 1000 successful deliveries; requiring time management, efficiency, preparation, and focus. I managed my own accounts and order selection; varying from hot to cold to packages of different sizes and shapes. All is done while communicating with the customer and maintaining a customer-first culture.
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Carson D. Whitman works for Northwestern Mutual.
Carson D. Whitman is listed as Associate Financial Representative | Coachable, Motivated & Curious | Aspiring Financial Advisor at Northwestern Mutual.
AeroLeads has found 1 work email signal at @target.com for Carson D. Whitman at Northwestern Mutual.
Carson D. Whitman is based in Duluth, Minnesota, United States while working with Northwestern Mutual.
Carson D. Whitman has worked for Northwestern Mutual, Target, and Doordash.
You can use AeroLeads to view verified contact signals for Carson D. Whitman at Northwestern Mutual, including work email, phone, and LinkedIn data when available.
Carson D. Whitman holds Bachelor Of Business Administration - Bba, Major: Professional Sales, Minor: Business Analytics from University Of Minnesota Duluth.
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