Matt Pritchard Email and Phone Number
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Matt Pritchard is a Investment Programs Consultant at Northwestern Mutual. He possess expertise in investments, financial analysis, mutual funds, securities, investment advisory services and 4 more skills.
Northwestern Mutual
View- Website:
- northwesternmutual.com
- Employees:
- 37473
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Investment Programs ConsultantNorthwestern MutualMilwaukee, Wi, Us
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Investment Products ConsultantNorthwestern Mutual Jun 2018 - PresentGreater Milwaukee Area• Support ongoing investment product evolution to drive efforts with technical, operational, investment and regulatory experts• Interpret customer needs and translate product strategy into product design details
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Senior Portfolio Specialist - Private Client ServicesNorthwestern Mutual Dec 2013 - Jun 2018Milwaukee Wi• Responsible for trading and managing investment assets for high-net-worth clients• Understanding, interpreting and articulating investments, financial markets, asset allocation and broad economy metrics• Provided support with core business requirements including reporting, compliance and trading
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Sales Specialist - Private Client ServicesNorthwestern Mutual Aug 2010 - Dec 2013Milwaukee, Wisconsin• Created Investment Policy Statements from risk profiles and planning processes to align client objectives with appropriate investment implementation• Explained investment process, asset allocation, and investment transition to end clients
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Advisory & Trust Services InternNorthwestern Mutual Aug 2008 - Aug 2010Milwaukee, Wisconsin• Assisted with the administration of funded trust and advisory investment accounts• Reviewed legal documents to align provisions with investible assets
Matt Pritchard Skills
Matt Pritchard Education Details
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Finance -
Business/Economics -
Business
Frequently Asked Questions about Matt Pritchard
What company does Matt Pritchard work for?
Matt Pritchard works for Northwestern Mutual
What is Matt Pritchard's role at the current company?
Matt Pritchard's current role is Investment Programs Consultant.
What is Matt Pritchard's email address?
Matt Pritchard's email address is pr****@****hoo.com
What is Matt Pritchard's direct phone number?
Matt Pritchard's direct phone number is +141427*****
What schools did Matt Pritchard attend?
Matt Pritchard attended Concordia University-Wisconsin, University Of Wisconsin-Milwaukee - School Of Business Administration, University Of Wisconsin-Waukesha.
What skills is Matt Pritchard known for?
Matt Pritchard has skills like Investments, Financial Analysis, Mutual Funds, Securities, Investment Advisory Services, Microsoft Excel, Bloomberg, Portfolio Management, Oracle Crm.
Who are Matt Pritchard's colleagues?
Matt Pritchard's colleagues are Lee Swerdloff, Kerry Stroup, Hollie Yates, Anna Tran, Thomas Schrank, Cfp®, Tricia Way, Awma, Hannah Swenson.
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