TIMOTHY M JACKSON - Key Persons
Job Titles:
- Investment Operations Support
Alexis brings a tremendous amount of experience and has worked with Northwestern Mutual for over five years. Her specialized experience allows her to provide a high level of efficiency to the new account onboarding process. As a NMIS Services Associate, Alexis has her Illinois Life and Health license along with her Series 6 and 63 registrations. Alexis is an expert on the investment new account onboarding process and provides a personalized client experience on new client accounts. Alexis assists clients during rollover communications with plan providers and is responsible for analyzing client account statements and new account documentation. She also works to bring over assets from former broker dealers and investment firms.
Alexis graduated from North Central College in 2012 with a Bachlor of Science Degree in Finance and Economics. She now lives in the Chicagoland area.
Marissa has been in the financial services industry for over 15 years. She provides are our clients with risk management and investment support, manages our workflow, and client accounts.
She currently resides in Bensenville with her husband, Adrian, daughter, Bianca, and dog, JLo. During her free time Marissa enjoys traveling, baking and spending time with her friends and family.
Job Titles:
- Estate & Business Planning Specialist