Jan Gary is a eficient expert, that works in Northwestern Mutual main office of which is in 149. on the position of Assistant Director, Field Strategy and Advisor Development since 2016. This expert gained professional experience in more than seven positions at various companies. Jan Gary went to the University of Wisconsin - Milwaukee and got education. Milwaukee, Wisconsin is the city, where the professional was known to be living. Their email address and phone number can be easily accessed through Connexy by request.
Name variants:
Janet Gary,
Janice Gary,
Jennifer Gary
Contact Information
Last Update
Jul 3, 2022
Email
ja**@northwesternmutual.com
Location
Milwaukee, WI
Company
Workplace
Assistant Director, Field Strategy and Advisor Development
Milwaukee, WI
Industry
Financial Services, Insurance Agent/Broker, Financial Advisor, Insurance Companies, Security Brokers, Dealers, and
Colleagues
Work History
Assistant Director, Field Strategy and Advisor Development
720 east Wisconsin Ave, Milwaukee, WI 53202
Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions. Since our founding in 1857, through every recession and every economic boom, ...
May 2016 — Jan 2019
Director of Technology - Private Wealth Management
777 east Wisconsin Ave, Milwaukee, WI 53202
Business Relationship Manager for Baird’s largest business unit, Private Wealth Management (PWM). Ensure that IT technology strategy supports the overall business strategy. Partner with PWM ...
Sep 2009 — Nov 2013
Manager of Best Practices - Private Wealth Management
777 east Wisconsin Ave, Milwaukee, WI 53202
Developer and manager of department supporting Financial Advisors through the provision of consultation and tools designed to optimize branch process efficiency and technology productivity.
2005 — 2009
Manager of Correspondent Services Relationship
777 east Wisconsin Ave, Milwaukee, WI 53202
Recruited to navigate a strategic business change with Northwestern Mutual as it entered the investment services business, clearing through Baird. Consulted with client as primary liaison fo...
2001 — 2005
Manager of Account Relationship Management
3 Times Sq, New York, NY 10036
Directed business relationships with client firms and managed staff responsible for optimizing these relationships. Consulted with clients at executive level to determine business direction ...
1998 — 2000
Manager of Documentation
3 Times Sq, New York, NY 10036
Led team of Technical Writers and Trainers in producing reference and training materials across all product lines. Spearheaded conversion to online delivery, led production of promotional tr...
1992 — 1998
Education
Occupations
Executive
Deputy Director
Advisor
Accountant
Finance and Accounting Specialist
Director
Sales Specialist
Relationship Manager
Partner
Supplier
Deputy Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Account Service Manager
Customer Service
Services Professional
Sales Representative
Skills
Series 7
It Business Strategy
Technology Roadmapping
Governance
Relationship Management
Continuous Improvement Culture
Process Improvement
It Portfolio
Wealth Management Services
Project Delivery
Microsoft Crm
Thomsonone
Vendor Relationships
Stakeholder Engagement
Writing
Itil V3 Foundations Certified
Training
Wealth Management
Business Strategy
Software Documentation
Strategic Planning
Project Management
Management
Portfolio Management
It Strategy
Vendor Management
Business Process Improvement
Leadership