Managing Director/Financial Advisor, Northwestern Mutual
Orlando, Florida Area
- Current
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- Managing Director/ Financial Advisor at Northwestern Mutual Financial Network
- Education
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- University of Central Florida - College of Business Administration
- Recommended
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4 people have recommended Kevin - Connections
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270
connections
- Industry
- Financial Services
- Websites
Kevin O'Connell, CLU®, ChFC®’s Summary
Kevin is currently a Certified Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC), as well as a member of the Million Dollar Round Table. Additionally, Kevin is in the Leadership Development Program for Northwestern Mutual, which is an executive level leadership program for top Managing Directors in the country.
Kevin O'Connell, CLU®, ChFC®’s Specialties:
Personal Needs Analysis,Estate Planning & Business Succession Planning
Kevin O'Connell, CLU®, ChFC®’s Experience
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Managing Director/ Financial Advisor
Northwestern Mutual Financial Network
(Financial Services industry)
2002 — Present (7 years )
As a managing director/financial advisor Kevin has two roles:
(1)Working with businessess and professionals helping them achieve financial security through insurance and investment products
(2)Leading an organziation of 20 financial advisors by recruiting, coaching and developing their practices as they reach out into the community and promote long term financial planning.
Kevin O'Connell, CLU®, ChFC®’s Education
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University of Central Florida - College of Business Administration
Finance , 1998 — 2002
- Activities and Societies:
- Sigma Phi Epsilon Fraternity
Additional Information
Kevin O'Connell, CLU®, ChFC®’s Websites:
Kevin O'Connell, CLU®, ChFC®’s Groups:
University of Central Florida Board of Directors, Mentor and Corportate Sponsor for UCF's Exclusive Sales Track Program, Board Member for Nominating Committee- City of Orlando, Athlete Connections Board of Directors
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RecruitingBlogs -
University of Central Florida Alumni -
MDRT -
Northwestern Mutual Financial Network
Kevin O'Connell, CLU®, ChFC®’s Honors:
Recognized by the Orlando Business Journal as a 40 under 40 in 2008
Recognized as one of Florida Trend's 20 Up & Comers in 2007. .
Master Certified Coach – Breakthrough Coaching, Pete Greider, M.Ed
Kevin O'Connell, CLU®, ChFC®’s Contact Settings
Interested In:
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
