Jennifer Torrey's Location
United States
Jennifer Torrey's Work
- Wealth Management Advisor @ Northwestern Mutual
- Financial Advisor @ RSM US LLP
- Case Manager and Training Consultant @ Fulcrum Financial Advisors/Metlife
- Associate Advisor @ Hunter Associates
- College Intern Associate (sophomore year) @ Smith Barney
Jennifer Torrey's Education
- College for Financial Planning
Certified Financial Planner (CFP)
1998 - 2000 - University of Pittsburgh
Bachelor of Science (B.S.) (Business Administration/Certificate of East Asian Studies)
1991 - 1995
Jennifer Torrey's Skills
- Estate Planning
- Financial Advisory
- Deferred Compensation Plans
- Cash Management
- Fixed Annuities
- Bonds
- Executive Management
- Industry Knowledge
- Retirement Income Strategies
- Insurance
Jennifer Torrey's Summary
Jennifer Torrey, based in United States, is currently a Wealth Management Advisor at Northwestern Mutual, bringing experience from previous roles at RSM McGladrey, Fulcrum Financial Advisors/Metlife, Hunter Associates and Smith Barney. Jennifer Torrey holds a 1998 - 2000 Certified Financial Planner in CFP @ College for Financial Planning. With a robust skill set that includes Estate Planning, Financial Advisory, Deferred Compensation Plans, Cash Management, Fixed Annuities and more, Jennifer Torrey contributes valuable insights to the industry.
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