Jim Moretti
Growth and Development Director at Northwestern Mutual
Based in Ocala, United States
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Seniority
Director
Department
General Business & Management
Location
Ocala
Industry
Financial Services
Company size
37K
Contact information
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j•••••••@northwesternmutual.com
Phone
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Background
About Jim Moretti
Jim Moretti is a Growth and Development Director at Northwestern Mutual, a leading financial services company that helps clients achieve financial security and peace of mind. With over 8 years of experience as a financial advisor and 3.5 years as a Director, Jim has the skills and knowledge to guide, coach, and mentor other advisors in building practices and serving clients' needs. Jim's mission is to help physicians and high-income earners save in a tax-efficient manner and achieve their financial goals. He leverages his MBA in finance and falls back on his 15 successful years in materials science and engineering, to provide innovative and customized solutions for his clients. Jim is passionate about helping people make smart financial decisions and creating lasting relationships based on trust and integrity.
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