John Tripoli, Mba, Clu®, Cfp® Email and Phone Number
John Tripoli, Mba, Clu®, Cfp® work email
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John Tripoli, Mba, Clu®, Cfp® personal email
John Tripoli, Mba, Clu®, Cfp® phone numbers
I am the Managing Director of Northwestern Mutual’s three Upstate South Carolina offices. I’ve had the privilege of helping more than 170 new advisors get started in the financial industry, many of whom I personally recruited. From 2018 to 2019, I served as the Northwestern Mutual Managing Director Association President; and I simultaneously led my office group to become the #1 District Office in Lives and New Clients. In addition to my role as Managing Director, I am a private wealth advisor and the cofounder of Upstate Legacy Planning Group. Because of my experience as both an advisor and Managing Director, I have the honor of regularly speaking across the country at Northwestern Mutual events and for other industry organizations.
Northwestern Mutual
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Managing Director, Private Wealth AdvisorNorthwestern Mutual Sep 2004 - PresentNorthwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. For more information, visit http://www.northwesternmutual.com• Responsible for recruiting and developing new advisors for the Greenville & Spartanburg offices • Past president of Northwestern Mutual’s Managing Directors Association• Recognized as South Carolina’s most “Meaningful Work” and “Top Places” to work in 2018 -2022• Consistently ranked as a Top 10 district out of 300 district offices in the Northwestern Mutual System• Have helped more than 170 new advisors start in our career, with many personally recruited• Featured speaker at both regional and national sales conferences
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Co-Founder, Private Wealth AdvisorUpstate Legacy Planning Group Jan 2016 - PresentOur practice specializes in future-focused financial planning for those with complex wealth management needs. Our clients are generous, family-oriented professionals and business owners who have built great success and have a desire to steward their wealth wisely and purposefully. We become a lifelong partner and guide, providing tailored, tax-efficient advice that helps them make the most of their opportunities today while building a strong financial foundation that will impact generations. By building meaningful relationships, communicating proactively, and always putting their best interests first, we help our clients gain peace of mind—and with it, the freedom to spend more time doing what they love with those who matter most to them. Some of our services include:- Fee-Based Financial Planning- Estate Planning- Business Succession Planning- Alternative Investments - Business Planning- Generational Planning - Charitable Giving - Wealth Management - Retirement Planning - Risk Management Solutions -
Director Of Business DevelopmentLantronix 2000 - 2004Founded in 1989, Latronix is a $50M international technology company that designs, develops and markets network hardware and software solutions. • Director of Business Development (Irvine, CA) 2003 - 2004• Director of Field Sales & Operations (Irvine, CA)2002 - 2003• Director of Business Planning / Including Mergers & Acquisitions Activity (Irvine, CA)2000 - 2002 -
Sales/MarketingDupont 1992 - 2000DuPont has brought world-class science and engineering to the global marketplace for over 200 years through innovative products, materials and services. • Market Sales Manager, Los Angeles, CA 1999 - 2000• Account Manager/Business Development, Los Angeles, CA1997 - 1999• Territory Manager, San Diego, CA1995 - 1997• Sales Representative, Sioux Falls, SD1992 - 1995
John Tripoli, Mba, Clu®, Cfp® Skills
John Tripoli, Mba, Clu®, Cfp® Education Details
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Journalism With Emphasis In Business Communications -
University Of PhoenixMaster Of Business Administration
Frequently Asked Questions about John Tripoli, Mba, Clu®, Cfp®
What company does John Tripoli, Mba, Clu®, Cfp® work for?
John Tripoli, Mba, Clu®, Cfp® works for Northwestern Mutual
What is John Tripoli, Mba, Clu®, Cfp®'s role at the current company?
John Tripoli, Mba, Clu®, Cfp®'s current role is Managing Director of Northwestern Mutual Upstate South Carolina Offices • Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group.
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What schools did John Tripoli, Mba, Clu®, Cfp® attend?
John Tripoli, Mba, Clu®, Cfp® attended University Of Kansas, University Of Phoenix.
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John Tripoli, Mba, Clu®, Cfp® has skills like Leadership, Management, Sales, Strategic Financial Planning, Business Development, Retirement, Risk Management, Public Speaking, Business Planning, Estate Planning, New Business Development, Wealth Accumulation.
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John Tripoli, Mba, Clu®, Cfp®'s colleagues are Kathryn Carson, Greg Butts, Celia Mellendorf, Cfp®, Chfc®, Ricp®, Margie Plumley, Griffin Seifried, Jeremy Clark, Emily Gandhi.
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