Matthew Ferrell
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Matthew Ferrell Email & Phone Number

Investment Client Operations Support Sr Specialist at Northwestern Mutual
Location: Racine, Wisconsin, United States 9 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Investment Client Operations Support Sr Specialist
Location
Racine, Wisconsin, United States
Company size

Who is Matthew Ferrell? Overview

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Quick answer

Matthew Ferrell is listed as Investment Client Operations Support Sr Specialist at Northwestern Mutual, a with 31224 employees, based in Racine, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Matthew Ferrell.

Matthew Ferrell previously worked as Retail Inv Ops Spec at Northwestern Mutual and Service Representative at Northwestern Mutual. Matthew Ferrell holds Computer Science from Waukesha County Technical College.

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Email format at Northwestern Mutual

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Northwestern Mutual

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Profile bio

About Matthew Ferrell

I am an ICS Operational Support Sr Specialist with over 10 years of customer service experience, including more than 5 years dedicated to team development in sales and customer service. My journey has equipped me with excellent communication skills, strong analytical thinking, and a commitment to agility in navigating change.Throughout my career, I have successfully developed and implemented intake systems that enhance transparency and productivity while reducing duplication and missed tasks. A highlight of my work has been the revitalization of the CA ICS Intern program, transforming it into a robust talent pipeline. This initiative has resulted in an impressive 87.5% conversion rate of interns to full-time employees, underscoring my focus on nurturing future talent.Additionally, I founded ICS Engage, an employee-led engagement program designed to boost morale and re-energize our workforce in the post-COVID environment. My manager recognized my contributions and entrusted me with further leadership opportunities, allowing me to refine the intern program while fostering a culture of collaboration and enthusiasm.I am passionate about driving organizational success through effective team leadership, strategic program development, and a focus on employee engagement. Let’s connect to explore how I can contribute to your organization’s goals!

Current workplace

Matthew Ferrell's current company

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Northwestern Mutual
Northwestern Mutual
Investment Client Operations Support Sr Specialist
milwaukee, wisconsin, united states
Employees
31224
AeroLeads page
9 roles · 17 years

Matthew Ferrell work experience

A career timeline built from the work history available for this profile.

Investment Client Operations Support Sr Specialist

Current

Franklin, Wisconsin, United States

Quality Coach for Application Support TeamParticipate in App Support CalibrationsMass Email Communication Projects to Field and ClientsDepartments Retention CoordinatorICS Department PCLAN/Sign-OnLead Intern Program MentorManaging 3 Mentors and 4 InternsProject Coordinator / ManagerICS Engage Chairperson

Sep 2022 - Present

Retail Inv Ops Spec

Franklin, Wisconsin, United States

Mass Email Communications to Field and ClientsDepartments Retention CoordinatorPCLAN / Sign-on-RepIntern Program MentorProject Coordinator / Manager

Sep 2017 - Sep 2022

Service Representative

Greater Milwaukee Area

Mutual Funds Line SupportMutual Fund Trade EntryTrade Correction ProcessingCost Basis AnalysisTax Line Support

Nov 2015 - Sep 2017

Training Specialist

Downtown Office - Waukesha Wi

Trained bank employees in day to day operations.Created Manager TrainingTrained Managers and Personal Bankers in Mortgage Applications and Analysis

Mar 2015 - Nov 2015

Ats

New Berlin

• Everything listed below in "Teller" with addition to:• Vault Attending• Supervising Tellers• Arranging Branch Outings to engage branch in a team atmosphere.

Sep 2013 - Apr 2014

Bank Teller

•Create and provide an excellent customer experience while processing transactions in an efficient and accurate manner.•Provide customers with new and existing products and services and cross-sell when the time is appropriate.•Maintain knowledge of current bank policies and procedures to ensure accurate records and cash controls at all times.•Control confidentiality processes and maintain customer privacy while providing excellent customer service.

Jul 2012 - Sep 2013

Logistics Team Member

2010 - 2012 ~2 yrs

Produce Clerk, Baker, Butcher

Sunset Dr. Waukesha, Wi 53188

Jun 2004 - Jul 2008
Team & coworkers

Colleagues at Northwestern Mutual

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2 education records

Matthew Ferrell education

Computer Science

Started my degree in the Networking Specialist program but moved to the Web and Program Development program after my first semester..

Education record

Waukesha West
FAQ

Frequently asked questions about Matthew Ferrell

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What company does Matthew Ferrell work for?

Matthew Ferrell works for Northwestern Mutual.

What is Matthew Ferrell's role at Northwestern Mutual?

Matthew Ferrell is listed as Investment Client Operations Support Sr Specialist at Northwestern Mutual.

Where is Matthew Ferrell based?

Matthew Ferrell is based in Racine, Wisconsin, United States while working with Northwestern Mutual.

What companies has Matthew Ferrell worked for?

Matthew Ferrell has worked for Northwestern Mutual, Waukesha State Bank, Target, and Pick 'N Save.

Who are Matthew Ferrell's colleagues at Northwestern Mutual?

Matthew Ferrell's colleagues at Northwestern Mutual include Douglas Oechsle, Roxanne Boschke, Gail Loy, James D. Chesney, Clu, Chfc, and Doug Mogck, Clu Ricp Cfp.

How can I contact Matthew Ferrell?

You can use AeroLeads to view verified contact signals for Matthew Ferrell at Northwestern Mutual, including work email, phone, and LinkedIn data when available.

What schools did Matthew Ferrell attend?

Matthew Ferrell holds Computer Science from Waukesha County Technical College.

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