Associate Wealth Management Advisor
Derek Ober - Northwestern Mutual
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Jessica Lindberg Email & Phone Number
Associate Wealth Management Advisor
at
Derek Ober - Northwestern Mutual
1 work email found
@nm.com
2 phones found area 941
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Derek Ober - Northwestern Mutual
Role
Associate Wealth Management Advisor
Location
North Port-Sarasota Area, United States, United States
Who is Jessica Lindberg? Overview
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Quick answer
Jessica Lindberg is listed as Associate Wealth Management Advisor at Derek Ober - Northwestern Mutual, based in North Port-Sarasota Area, United States, United States. AeroLeads shows a work email signal at nm.com, phone signal with area code 941, and a matched LinkedIn profile for Jessica Lindberg.
Jessica Lindberg previously worked as Director or Operations and Development at Northwestern Mutual and Financial Representative at Northwestern Mutual. Jessica Lindberg holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Florida - Warrington College Of Business.
Company email context
Email format at Derek Ober - Northwestern Mutual
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{first}.{last}@nm.com
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Profile bio
About Jessica Lindberg
Tomorrow doesn’t just mean the distant future; it also means, well, tomorrow. My team and I help you do the things that are important to you now and the things you see for yourself later on—things like going on a once-in-a-lifetime vacation, saving for the school of your kids’ dreams, buying your first home or a vacation home, starting a business, or retiring early.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.
Listed skills include Communication, Typing, Event Planning, Customer Service, and 27 others.
Current workplace
Jessica Lindberg's current company
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Derek Ober - Northwestern Mutual
9 roles · 5 years
Jessica Lindberg work experience
A career timeline built from the work history available for this profile.
Associate Wealth Management Advisor
Current
Derek Ober - Northwestern Mutual
May 2024 - Present
Director Or Operations And Development
2021 - Jun 2024
Financial Representative
Whether you are concerned for your own financial needs or those of your familyor your business, my team and I can help you identify your goals and dreamsand develop a plan that addresses these needs. We provide you with a balancedapproach to achieving your goal of financial security, assuring that yourintentions have been understood and your needs are.
Jul 2020 - Jan 2021
Private Client Banker, Advisor Development Program
May 2021 - Jul 2021
Relationship Banker Ii, Advisor Development Program
Specialize in working with high net-worth individuals and small business banking clients to expand and cultivate relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Excelled at net client acquisition with high success in net client retention. Consistently maintained top ten percent in.
Dec 2019 - May 2021
Personal Banker Ii
Sep 2019 - Dec 2019
Server Trainer
Training new front of house employees to ensure compliance with all company policies and procedures.
Jun 2018 - Feb 2020
Trainer
- Exude leadership skills while instilling a strong sense of teamwork in new team members throughout the training process.
- Assist in maintaining inventory costs by keeping an accurate count of on hand inventory, as well as incoming and outgoing inventory.
- Show strong multitasking skills, while assisting guests in multiple parties with food and beverage ordering and maintaining a high quality of customer service throughout their entire visit.
- Consistently receive high remarks on secret shopper reports and receive above average weekly tip percentage.
- Convey responsibility by gathering all monies collected throughout the day, distributing tip share, batching credit card reports and preparing bank deposit at the end of the night.
Sep 2009 - Jun 2018
3 education records
Jessica Lindberg education
Bachelor Of Business Administration - Bba, Business Administration And Management, General
Associate Of Arts - Aa, Business Administration And Management, General
Education record
Southeast High School
FAQ
Frequently asked questions about Jessica Lindberg
Quick answers generated from the profile data available on this page.
What company does Jessica Lindberg work for?
Jessica Lindberg works for Derek Ober - Northwestern Mutual.
What is Jessica Lindberg's role at Derek Ober - Northwestern Mutual?
Jessica Lindberg is listed as Associate Wealth Management Advisor at Derek Ober - Northwestern Mutual.
What is Jessica Lindberg's email address?
AeroLeads has found 1 work email signal at @nm.com for Jessica Lindberg at Derek Ober - Northwestern Mutual.
What is Jessica Lindberg's phone number?
AeroLeads has found 2 phone signal(s) with area code 941 for Jessica Lindberg at Derek Ober - Northwestern Mutual.
Where is Jessica Lindberg based?
Jessica Lindberg is based in North Port-Sarasota Area, United States, United States while working with Derek Ober - Northwestern Mutual.
What companies has Jessica Lindberg worked for?
Jessica Lindberg has worked for Derek Ober - Northwestern Mutual, Northwestern Mutual, Jpmorgan Chase & Co., Glory Days Grill, and Lee Roy Selmon'S.
How can I contact Jessica Lindberg?
You can use AeroLeads to view verified contact signals for Jessica Lindberg at Derek Ober - Northwestern Mutual, including work email, phone, and LinkedIn data when available.
What schools did Jessica Lindberg attend?
Jessica Lindberg holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Florida - Warrington College Of Business.
What skills is Jessica Lindberg known for?
Jessica Lindberg is listed with skills including Communication, Typing, Event Planning, Customer Service, Organization Skills, Team Leadership, Employee Training, and Microsoft Office.
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