• Partner with financial advisors and mutual fund research analysts by adding value for their clients with Nationwide Mutual Funds to enhance model portfolios and individually designed asset allocation portfolios.• Provide insightful thought leadership commentary on capital markets from Nationwide’s Office of Economics, Nationwide’s Retirement Institute for health care and social security planning in retirement and diverse sub-advisor line ups to help advisors and their practices.• I… Show more • Partner with financial advisors and mutual fund research analysts by adding value for their clients with Nationwide Mutual Funds to enhance model portfolios and individually designed asset allocation portfolios.• Provide insightful thought leadership commentary on capital markets from Nationwide’s Office of Economics, Nationwide’s Retirement Institute for health care and social security planning in retirement and diverse sub-advisor line ups to help advisors and their practices.• I leverage technology, including social media, to enhance an investment professional's business by helping them to reach more clients outside their geographic area to grow their practice.“Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.” Show less

• Leading a group of front-line associates to create a Best in Class experience for our members and partners. • Developing a talent pipeline to the rest of Nationwide through coaching and development.• Communicate strategic initiatives and support our team through the implementation of our objectives within the business unit.• Drive strong consultation skills of our team to help to drive the sales and distribution of our products and solutions.“Endorsements and… Show more • Leading a group of front-line associates to create a Best in Class experience for our members and partners. • Developing a talent pipeline to the rest of Nationwide through coaching and development.• Communicate strategic initiatives and support our team through the implementation of our objectives within the business unit.• Drive strong consultation skills of our team to help to drive the sales and distribution of our products and solutions.“Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.” Show less

• Providing consultative sales solutions to Advisors providing Retirement Plans with their business clients in Southern California and Hawaii.• Consult with Advisors to learn about their book of business, uncover new sales opportunities and routinely follow up with them to provide value and thought leadership to help them drive their sales.• Use a team based approach working closely with External Wholesalers, our Advanced Consulting Group, Implementation, and Plan Design… Show more • Providing consultative sales solutions to Advisors providing Retirement Plans with their business clients in Southern California and Hawaii.• Consult with Advisors to learn about their book of business, uncover new sales opportunities and routinely follow up with them to provide value and thought leadership to help them drive their sales.• Use a team based approach working closely with External Wholesalers, our Advanced Consulting Group, Implementation, and Plan Design teams.“Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.” Show less

As a Financial Representative with Northwestern Mutual, I work with professionals and business owners to clarify their financial goals and build them a comprehensive financial plan, helping them protect their income and assets while leading them toward their financial security.

• Assisting clients and business owners with investing, lending, and financial planning to reach their goals.