Neil Carr Email & Phone Number
Financial Planning Associate @ Wise Financial - Northwestern Mutual
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Neil Carr Location
- Fishers, IN, US
Neil Carr Work
- Financial Planning Associate @ (April 2024 - Present)
- Associate Wealth Management Advisor @ (April 2024 - Present)
- Relationship Banker @ JP Morgan Chase Bank (May 2023 - March 2024)
- Financial Services Representative @ (October 2021 - May 2023)
- Financial Advisor @ (October 2021 - April 2023)
- Account Executive @ (September 2018 - December 2020)
- Salesperson @ (September 2018 - December 2020)
- Gold Agent @ (July 2014 - September 2018)
- Customer Support and Sales @ Convergys (Directv) (January 2013 - July 2014)
- Owner and Operator @ Neil’s Wheels (January 2010 - January 2013)
- Account Executive @ American Classifieds, "The Nickel" (January 2008 - January 2010)
Neil Carr Education
- Ivy Tech Community College
Associate's degree (Business Administration and Management, General)
2005-2007 - Indiana University - Kelley School of Business
Bachelor of Applied Science - BASc (Finance, General)
- Indiana University - Kelley School of Business
Bachelor of Science (Finance, General)
Neil Carr Skills
- Account Management
- Analytical Skills
- B2C Sales
- Budgeting & Forecasting
- Builds Relationships
- Business to business sales
- Business-to-Business Advertising
- Cold Calling
- Contract Negotiation
- Customer Relationship Management (CRM)
- Customer Service
- Customer Success
- Defining Requirements
- Direct Mail
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Fixed-Income Investing
- Insurance
- Investment Strategies
- Key Performance Indicators
- Leadership
- Market Research
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Power Query
- Microsoft PowerPoint
- Microsoft Word
- Net Promoter Score
- Payment collection
- Pivot Tables
- Portfolio Analysis
- Problem Solving
- Relationship Building
- Requirements Gathering
- Retirement Planning
- Risk Assessment
- Sales
- Stressful Situations
- Team Building
- Teamwork
- Up-selling
- VLOOKUP
Neil Carr Summary
- Neil Carr, based in Fishers, IN, US, is currently a Financial Planning Associate at Wise Financial - Northwestern Mutual Private Client Group. Neil Carr brings experience from previous roles at Wise Financial - Northwestern Mutual Private Client Group, JP Morgan Chase Bank and WestPoint Financial Group. Neil Carr holds a 2005 - 2007 Associate's degree in Business Administration and Management, General @ Ivy Tech Community College. With a robust skill set that includes Account Management, Analytical Skills, B2C Sales, Budgeting & Forecasting, Builds Relationships and more. Neil Carr has 1 emails and 1 mobile phone numbers on RocketReach.
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Neil Carr
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