Professional
A career focused on serving business owners....After eleven years with Dun & Bradstreet as an analyst and market researcher, John joined the Northwestern Mutual Financial Network as a Financial Representative focusing on the business market he had come to know at D & B . During this period, John became an Advanced Markets Specialist with expertise in the unique planning needs of business owners and the applications of insurance product to provide needed funding for business agreements associated with succession and estate planning.
Several years later,
John had the opportunity to recruit, train and develop Financial Representatives as he established a new local Northwestern Mutual office under his management. It was one of the first network offices to offer both insurance and investment solutions to their clients. The business market was and is today the focus of that branch including assisting clients with their qualified retirement plans.
Based on the success of that operation, John was asked to be one of four initial Investment Specialists within the Northwestern Mutual Financial Network to guide the introduction of investments as a companion to the risk management products offered by Northwestern Mutual. The pilot program was successful. Subsequently, Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company expanded their financial services through Northwestern Financial Representitives and Advisors across the country. In 1990, John and his associate, Patricia Doyle, gave up their management responsibilities to relocate to Pittsburgh where they established a specialized business retirement plan practice.
Over the years, John has spoken to Northwestern Mutual and professional conferences across the country. Currently he is providing specialized education for business owners and executives through a series of webinars focusing on fiduciary responsibility.
"I have been fortunate over my thirty year career with Northwestern Mutual Financial Network to have the flexibility to be able to tailor my business to match my interests."
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