We found the following information about Jennifer Stell at Northwestern Mutual, where Jennifer Stell has worked as a Assistant Director and Lead Initiative Owner since 2017. Jennifer's total work experience is over 23 years, during which time they had at least ten jobs at different places to develop skills. Jennifer studied at the Cornell College from 1991 to 1995. This person received the following certifications: Series 7, Series 63, and Series 66. Jennifer currently lives in Rockfield, Wisconsin. You can contact with Jennifer by looking for phone or email or find full info by requesting access to their additional details.
Name variants:
Jen Stell,
Jenny Stell,
Jennie Stell,
Jenne Stell,
Jan Stell
Contact Information
Last Update
Jun 21, 2022
Email
je**@northwesternmutual.com
Location
Rockfield, WI
Company
Workplace
Assistant Director and Lead Initiative Owner
Milwaukee, WI
Industry
Financial Services, Insurance Agent/Broker, Financial Advisor, Insurance Companies, Security Brokers, Dealers, and
Colleagues
Work History
Assistant Director and Lead Initiative Owner
720 east Wisconsin Ave, Milwaukee, WI 53202
Drove strategic initiatives as part of the investment operations transformation designed to improve client, field and employee experiences and reduce costs
Identified milestones, metrics a...
Apr 2017 — Apr 2018
Assistant Director, Financial Planning Services
720 east Wisconsin Ave, Milwaukee, WI 53202
Implement strategic vision of Full Support service to meet business objectives related to service design, target customer, service levels, consultation approach, process and integration of ...
from Apr 2018
Assistant Director, Advisory Services and Financial Operations
720 east Wisconsin Ave, Milwaukee, WI 53202
Managed 18 direct reports responsible for the day to day operations of account opening, servicing, billing, trading and reporting for the Signature advisory investment product line
Managed...
Apr 2012 — Apr 2017
Senior Advisory Account Administrator and Advisory Consultant
720 east Wisconsin Ave, Milwaukee, WI 53202
Relationship manager and subject matter expert for the Signature advisory investment product line
Sep 2006 — Apr 2012
Senior Securities Specialist
720 east Wisconsin Ave, Milwaukee, WI 53202
Accepted incoming calls from financial representatives, their staff and end clients to place stock, option and fixed income trades in retail brokerage accounts
Provided advice and discusse...
Jul 2005 — Sep 2006
Wrap Program Administrator
777 east Wisconsin Ave, Milwaukee, WI 53202
Traded accounts for multiple wrap programs in the BIM Large Cap Equity & Balanced portfolios
Monitored accounts for deposits/withdrawals to maintain alignment with models
Reported quarter...
Apr 2004 — Jul 2005
Brokerage Trading Specialist
Accepted, executed and reported stock, option and fixed income trades for end clients
Assisted clients in determining suitability of specific investments; researched to resolve client serv...
Nov 2001 — Apr 2004
Nasdaq Agency Trader
777 east Wisconsin Ave, Milwaukee, WI 53202
Facilitated the execution of OTC orders entered by retail financial advisors
Relayed phone orders from outside broker-dealers to Baird principle traders
Acted as a liaison between Baird f...
Oct 1998 — Sep 2001
Syndicate Department Assistant
777 east Wisconsin Ave, Milwaukee, WI 53202
Maintained daily syndicate offering information on internal web system
Prepared various documents for participation in syndicate offerings
Allocated syndicate shares to branch offices and...
Aug 1997 — Oct 1998
Client Services Representative
777 east Wisconsin Ave, Milwaukee, WI 53202
Serviced client cash and margin accounts and answered inquiries on retail brokerage accounts from financial advisors and their staff
Verified account balances, issued checks, performed mon...
Jun 1995 — Aug 1997
Education
1991 — 1995
1987 — 1991
Occupations
Executive
Deputy Director
Owner
Accountant
Finance and Accounting Specialist
Business Consultant
Deputy Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Project Management
Financial Services
Investments
Wealth Management
Operations Management
Securities
Relationship Management
Equities
Finance
Mutual Funds
Financial Advisory
Customer Service
Series 7
Securities Trading
Presentations
Insurance
Portfolio Management
Risk Management
Retirement Planning