Timothy Trainor Email and Phone Number
As a Business Administration and Management student at the University at Albany, SUNY, I am currently honing my strategic planning and organizational skills, which are pivotal in my role as a Financial Advisor at Northwestern Mutual. My core competencies include delivering personalized financial guidance and constructing detailed financial analyses to enhance our clients' fiscal health.My recent experience as a Wealth Management Intern at Equitable empowered me to develop investment projections tailored to individual client needs and contribute effectively to advisory meetings. At Northwestern Mutual, our team places immense value on cultivating strong client relationships and aligning our services with our clients' aspirations, leveraging my strategic planning abilities and organizational expertise to achieve their financial goals.
Northwestern Mutual
View- Website:
- northwesternmutual.com
- Employees:
- 31224
-
Financial AdvisorNorthwestern Mutual May 2024 - PresentFarmingdale, New York, United States-Provide personalized financial guidance to clients based on their individual goals and risk tolerance in addition to other experienced advisors.-Cultivate strong client relationships through regular communication and personalized advice.-Conduct thorough financial analysis to assess clients' current financial status and identify areas for improvement. -
Wealth Management InternEquitable Jan 2024 - May 2024New York, United States-Developed and formatted a comprehensive list of prospective clients on a weekly basis in Microsoft Excel.-Build tailored investment projections for clients based off of their individual needs.-Contribute to meetings where advisors would discuss various services offered within the company as well as resolve specific issues with clients.
Timothy Trainor Education Details
-
Business Administration And Management, General
Frequently Asked Questions about Timothy Trainor
What company does Timothy Trainor work for?
Timothy Trainor works for Northwestern Mutual
What is Timothy Trainor's role at the current company?
Timothy Trainor's current role is Student at The University at Albany | Double Major in Business Administration and Financial Market Regulation | Concentrations in Finance and Management.
What schools did Timothy Trainor attend?
Timothy Trainor attended University At Albany, Suny.
Who are Timothy Trainor's colleagues?
Timothy Trainor's colleagues are John Cristiano, Trevor Hansen, Demetrus Armstrong, Evan Parra, Jj Safranski, Cfp®, Chfc®, Jyothi Gaddipati, Gladys Manzanet.
Not the Timothy Trainor you were looking for?
-
Timothy Trainor
Sparks, Nv2ibinevada.com, comcast.net -
2wna.biz, wna.biz
-
1hotmail.com
-
Timothy Trainor
Tampa, Fl
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial