software and tools designed to streamline business operations and deliver an exceptional client experience. Meet our team... Experience: Started as a financial advisor in Philadelphia and has held leadership roles across the East Coast, including Boston...
as an Advisor, 14 as Managing Director) Previous experience? Resort consulting, snow ski instructor, river guide. Passionate... Jackman, Wealth Management Advisor/GDD: How long with NM? 10 years Previous experience? Formerly in the golf business...
your business operations and deliver an exceptional client experience. Meet our team: Kim Turner – Managing Director: Time... – Associate Managing Director: Time with Prudential: 19 years. Prior Experience: Started as a financial advisor in Philadelphia...
with NM: 27 years (13 as an Advisor, 14 as Managing Director) Previous experience: Resort consulting, snow ski instructor... to Europe and the islands. Jeff Jackman, Wealth Management Advisor/GDD: Time with NM: 10 years Previous experience...
Leaders: Jeff Jackman, Wealth Management Advisor/GDD: How long with NM? 10 years Previous experience? Formerly in the golf.... Kristin Kling, Financial Advisor/Field Director: How long with NM? 10+ years Previous experience? Worked at American Express...
Management Advisor/GDD: How long with NM? 10 years Previous experience? Formerly in the golf business, selling and fitting golf... Advisor/Field Director: How long with NM? 10+ years Previous experience? Worked at American Express, Wells Fargo...