Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
David Steffens is listed as Elevating Financial Strategies with Precision and Insight | Committed to Serving Others | Asset Allocation and Budgeting Specialist | Retirement Strategies | Trusted Advisor | Financial Representative at Northwestern Mutual, a company with 31224 employees, based in Fairfield, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for David Steffens.
David Steffens previously worked as Financial Representative at Northwestern Mutual and Director of Operations at Safety Marking Llc.. David Steffens holds Graduate from Dale Carnegie Training.
This section adds company-level context without repeating David Steffens's masked contact details.
Review company-level records connected to David Steffens before choosing the right outreach path.
With a strong foundation in business operations and financial planning, I bring a unique blend of experience and expertise to help clients navigate their financial journeys. My career motto, "Be of service! If you can help someone, do it," reflects my commitment to making a positive impact in my community through effective financial services. This guiding principle led me to a fulfilling career in financial services, where I assist individuals and businesses in managing and growing their wealth.At Northwestern Mutual, I’m able to leverage these experiences to offer comprehensive financial services. My approach is centered around understanding each client's unique needs and crafting personalized strategies that align with their life goals. Whether it's budgeting, retirement planning, or investment management, I aim to provide clarity and confidence in financial decision-making. With the support of my expert team at Northwestern Mutual, I’m able to offer a wide range of financial planning services specifically tailored to the diverse range of clients we serve. I am passionate about helping individuals, business owners, leaders, and executives navigate their financial journeys, drawing on my extensive experience in business management and real estate. My background in growing businesses and successfully managing a real estate property, has given me unique insights into the challenges and opportunities faced by my clients. I understand the complexities of budgeting, asset management, and strategic planning from a personal and professional perspective. This experience allows me to make financial planning more accessible and less daunting, ensuring that my clients feel supported and empowered as they work towards their financial goals.If you're looking for a trusted financial professional who understands the complexities of both personal and business finances, I'm here to help. Let’s connect and explore how we can achieve your financial goals together.203-644-5819david.steffens@nm.com
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Fairfield, Connecticut
Every day, I leverage my extensive background in business operations and financial management to deliver comprehensive financial planning services. The strength and stability of Northwestern Mutual allows me to provide unparalleled service for my clients while giving them access to a broad range of resources, expertise, and people ready to listen. As part.
Bridgeport, Connecticut
Collaborated with senior management to develop and implement operational strategies aligning with the goals and objectives of the organization. I was responsible for the revenue generation and profitability of a $65M company.MANAGEMENT- Managed 11 operations direct reports and 6 field leader direct reports- Directed daily operational meeting between.
Black Rock, Connecticut
- Principal and Manager of a 10-unit residential building- Managed all vendor relations- Established rent thresholds based on market conditions- Resolved tenant issues- Performed tenant screening- Maintained an overall 90% occupancy rate for seventeen years- Managed all finances for the company- Negotiated and successfully closed $1M+ sale of the property
Other employees you can reach at northwesternmutual.com. View company contacts for 31224 employees →
Tammie L Wiley, Mba
Colleague at Northwestern Mutual
Milwaukee, Wisconsin, United States, United States
View →
MR
Maria Ramos
Colleague at Northwestern Mutual
Waukesha, Wisconsin, United States, United States
View →
LH
Lauren Hempstead
Colleague at Northwestern Mutual
St Louis, Missouri, United States, United States
View →
DH
Dana Hintz
Colleague at Northwestern Mutual
Greater Milwaukee, United States
View →
JS
Justin Scheible
Colleague at Northwestern Mutual
Pittsburgh, Pennsylvania, United States, United States
View →
CJ
Carly Jo Meyer
Colleague at Northwestern Mutual
Milwaukee, Wisconsin, United States, United States
View →
XW
Xinyuan Wu
Colleague at Northwestern Mutual
New York, New York, United States, United States
View →
BS
Bradley Shaffer
Colleague at Northwestern Mutual
Houston, Texas, United States, United States
View →
JH
John Hunt
Colleague at Northwestern Mutual
Phoenix, Arizona, United States, United States
View →
TH
Tunja Hughes
Colleague at Northwestern Mutual
Milwaukee, Wisconsin, United States, United States
View →
Attended various leadership trainings for managers and countless classes over the years.
Activities and Societies: Varsity Lacrosse and Captain (Senior Year), 3x Scholar Athlete
Quick answers generated from the profile data available on this page.
David Steffens works for Northwestern Mutual.
David Steffens is listed as Elevating Financial Strategies with Precision and Insight | Committed to Serving Others | Asset Allocation and Budgeting Specialist | Retirement Strategies | Trusted Advisor | Financial Representative at Northwestern Mutual.
David Steffens is based in Fairfield, Connecticut, United States while working with Northwestern Mutual.
David Steffens has worked for Northwestern Mutual, Safety Marking Llc., and Cs Management.
David Steffens's colleagues at Northwestern Mutual include Tammie L Wiley, Mba, Maria Ramos, Lauren Hempstead, Dana Hintz, and Justin Scheible.
You can use AeroLeads to view verified contact signals for David Steffens at Northwestern Mutual, including work email, phone, and LinkedIn data when available.
David Steffens holds Graduate from Dale Carnegie Training.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the David Steffens you were looking for.
View similar profiles
