shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year... and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs...
Leaders: Shane Frugé – Managing Director: How long with NM? 30 years Prior Experience? Started as an intern... multiple times for excellence in integrated investment and risk planning and was invited to join the prestigious Private Client...
committed to community involvement and mentoring new team members. Fernando Suarez, Managing Director: How long with NM? 40... has also served as President of the Managing Director Association Board and mentors countless advisors in the industry. Cathy...
children: Landon, Maddie, and Logan. Check out Dave’s mission statement: Bill McKernan, Managing Director: How long... to Managing Director for the past 12 years. This was Bill’s first position after graduating from FSU, where he started with no...
that attracts, engages, and converts qualified prospects and retains customers. The Director, Digital Client Experience...-term ASV goals and execute a digital strategy focused on enhancing FactSet's presence and managing the stages of the...
, Managing Director How long with NM? 24 years Previous experience? Started as a college intern with NM. Passionate... throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home. Leverage...
will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers... financial analysis Assists in identifying risks and issues related to integration planning, timelines and functional areas...
, and music festival enthusiast. Jessica Boyle-Roberts, Managing Director CLF®: How long with NM: 15 years with NM. Prior...®: How long with NM: Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served...
at Northwestern Mutual: Meet Our Local Leaders: Jay Ward – Managing Director How long with NM? 28 years Prior Experience? Jay... on the board of Veterans Bridge Home Triad. Gabe Irby – Field Director & Private Wealth Advisor How long with NM? 13...
shines, with our Managing Partner and Executive Director of Recruitment and Selection nominated for Women of the Year... and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs...
22182 Meet some of our local team, many who have excelled in athletics: Kevin Chadwick – Managing Director How long.... Kevin Chadwick is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries. Flexible work...
Director, Assistant Regional Manager, and ultimately being appointed Managing Partner. Passionate About: Lives with his wife... skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity...
to clients. Meet some of our local team, many of whom have excelled in athletics: Sawyere Monson - Managing Director: Time... in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level...
who have excelled in athletics: Mark Funk - Managing Director: How long with NM? 26 years Prior Experience? Started... instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client...
Leaders: Dundee Gouin – Managing Director: How long with NM? Has been with NM for 12 years. Prior Experience? Previously... service, giving back to others, and reading. Tracy Catallo – Director of Recruitment and Community Relations: How long...
of Our Business: Nathan Kruse - Wealth Management Advisor & Managing Director: How long with NM? Started with NM 15 years ago...—we are dedicated to making a meaningful difference in the lives we touch. Our passion extends beyond financial planning to champion...
Mission Engagement Manager provides comprehensive assistance to the Director of Philanthropy, and Executive Director... Executive Director and Director of Philanthropy, Development Team, board and volunteers to advance donor engagement...
to navigate the financial landscape. Meet Our Leaders: Mark Funk - Managing Director: How long with NM? 26 years Prior..., they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine...
: Managing Director How long with NM? 21 years Previous experience? Straight out of college with a Finance degree, she held... Managing Partner, and now Managing Director. Passionate about? Spending time with her family at their lake place in Alexandria...
: Managing Director How long with NM? 21 years Previous experience? Straight out of college with a Finance degree, she held... Managing Partner, and now Managing Director. Passionate about? Spending time with her family at their lake place in Alexandria...