Jerry Cunningham Email & Phone Number
Director of Financial Planning to Donald L. White, CFP®, CLU® @ Northwestern Mutual
Jerry Cunningham's Location
Houston, TX, US
Jerry Cunningham's Work
- Director of Financial Planning to Donald L. White, CFP®, CLU® @ Northwestern Mutual
- Director of Operations and Client Service to Donald L. White, CFP®, CLU® @ Heritage Planning Partners
- Senior Manager, Client Relationship Specialist @ VWG Wealth Management
- Sr. Client Service Manager @ VWG Wealth Management
- Licensed Sr. Client Service Manager - Private Wealth for Greg Reid @ Salient
- Paraplanner, Director of Operations for Tiras and Pennington @ Financial Services Company
Jerry Cunningham's Education
- College of Biblical Studies-Houston
Bachelor of Science, Christian Leadership
2006 - 2010
Jerry Cunningham's Skills
- Operations Management
- Process Improvement
- Management
- Strategic Planning
- Customer Service
- Leadership
- Team Building
- Project Management
- Change Management
- Vendor Management
Jerry Cunningham's Summary
Jerry Cunningham, based in Houston, TX, US, is currently a Director of Financial Planning to Donald L. White, CFP®, CLU® at Northwestern Mutual, bringing experience from previous roles at Northwestern Mutual - Houston, Hightower Advisors and Salient. Jerry Cunningham holds a 2006 - 2010 Bachelor of Science, Christian Leadership @ College of Biblical Studies-Houston. With a robust skill set that includes Operations Management, Process Improvement, Management, Strategic Planning, Customer Service and more, Jerry Cunningham contributes valuable insights to the industry. Jerry Cunningham has 1 email on RocketReach.
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