Sozo Private Wealth
We manage the process to enable the client to experience financial success. We take success from John Wooden who said,"success is peace of mind as a direct result of self-satisfaction knowing you did everything you could to be the best you are capable of becoming." Sozo Private Wealth is a Private Client Group firm within Northwestern Mutual.
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Verified contacts
15
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JN
Justin Neal
CEO, Partner and Private Wealth Advisor · Other
EmailPhone - KR
Kathleen Remley
Insurance Operations Manager · Operations
EmailPhone - SG
Sawyer Green
Investment Operations Manager · Operations
EmailPhone - JM
Jeremy McGrath
Financial Planning Specialist · Finance & Accounting
EmailPhone
Showing 4 of 15 verified contacts
Top roles at Sozo Private Wealth
11 distinct titles indexed · top 10 shown.
- 2financial planning analyst
- 2financial planning specialist
- 1administration assistant
- 1associate financial advisor
- 1ceo, partner and private wealth advisor
- 1chief operating officer
- 1financial planning intern
- 1financial services associate
- 1insurance operations manager
- 1investment operations manager
- +1more titles
Sign up to unlock all 15 contacts at Sozo Private Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 15 verified contacts at Sozo Private Wealth
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