Northwestern Mutual Executive and Leadership Team

Tim Gerend, the Chairman & President, Chief Executive Officer at Northwestern Mutual, directs the overarching strategic vision for the organization. Overseeing the alignment of insurance and investment solutions, the Chief Executive Officer ensures the firm maintains its commitment to policyowner-focused financial strength. This leadership role involves coordinating with the board to drive long-term growth across North American markets. By prioritizing client outcomes, Tim Gerend shapes the trajectory of the company's wealth planning services. The Chairman & President, Chief Executive Officer monitors market trends to adapt the firm's financial planning model to evolving economic conditions. Through rigorous oversight of corporate governance, Gerend secures the stability of the mutual structure. This executive leadership ensures that every financial product remains consistent with the core mission of providing security to families and individuals nationwide.

Martin Engquist, the Chief Financial Officer at Northwestern Mutual, manages the firm's capital allocation and financial reporting processes. Overseeing the integrity of the company's balance sheet, the Chief Financial Officer ensures that the organization maintains the necessary reserves to support its insurance and investment commitments. This role involves monitoring fiscal performance to guarantee long-term financial strength for all policyowners. By directing investment strategies, Martin Engquist optimizes the firm's portfolio to align with corporate risk profiles. The Chief Financial Officer collaborates with the executive team to evaluate the financial impact of new wealth planning initiatives. Through rigorous oversight of fiscal operations, Engquist secures the company's market position. This leadership role requires balancing the need for growth with the imperative of maintaining the firm's mutual structure. The Chief Financial Officer drives the financial discipline necessary to deliver consistent outcomes for clients.

Sonya Sulton, the Chief Financial Officer & Director, Human Resource at Northwestern Mutual, manages the intersection of fiscal health and talent development. Overseeing the firm's financial planning and human capital strategies, the Chief Financial Officer & Director, Human Resource ensures that the organization attracts and retains the talent necessary to support its wealth planning services. This role involves balancing budget management with investments in employee training and development. By aligning human resource policies with financial goals, Sonya Sulton drives organizational efficiency. The Chief Financial Officer & Director, Human Resource collaborates with leadership to foster a culture that prioritizes policyowner outcomes. Through strategic oversight of both finance and personnel, Sulton strengthens the firm's operational foundation. This leadership role requires a comprehensive approach to managing the resources that enable the company to provide secure insurance and investment solutions to families across the country.

Regina Kennedy, the Chief Operating Officer, Kilgore Financial at Northwestern Mutual, directs the internal operations of the Kilgore Financial division. Overseeing the execution of wealth planning workflows, the Chief Operating Officer, Kilgore Financial ensures that advisor teams deliver consistent service to clients. This role involves optimizing the operational infrastructure to support the firm's insurance and investment offerings. By streamlining processes, Regina Kennedy improves the efficiency of client interactions and service delivery. The Chief Operating Officer, Kilgore Financial collaborates with other leaders to implement best practices that enhance the firm's operational scale. Through rigorous management of daily activities, Kennedy supports the organization's commitment to long-term financial strength. This leadership role requires a focus on operational excellence to ensure that the firm meets the needs of its policyowners. The Chief Operating Officer, Kilgore Financial drives the systems that enable the firm to provide reliable financial guidance.

Frankie Parker, the Chief Operating Officer, D'Entremont Wealth Management at Northwestern Mutual, manages the operational framework for the D'Entremont Wealth Management unit. Overseeing the integration of investment platforms, the Chief Operating Officer, D'Entremont Wealth Management ensures that advisors have the tools required to provide comprehensive wealth planning. This role involves refining operational procedures to increase the speed and accuracy of service delivery. By focusing on process improvement, Frankie Parker enhances the firm's ability to serve its client base effectively. The Chief Operating Officer, D'Entremont Wealth Management collaborates with the broader leadership team to align unit operations with the firm's overall mission. Through strategic management of resources, Parker supports the delivery of insurance and investment solutions. This leadership role requires a commitment to operational precision to maintain the firm's reputation for financial strength and client-focused outcomes.

Katrina Maggio, the Chief of Staff at Northwestern Mutual, manages internal communications and coordinates strategic initiatives across the executive leadership team. Overseeing the flow of information to the office of the Chief Executive Officer, the Chief of Staff ensures that organizational priorities remain aligned with the firm's long-term financial strength. This role involves facilitating cross-departmental collaboration to streamline the delivery of insurance and investment solutions. By optimizing administrative processes, Katrina Maggio enhances the efficiency of the firm's leadership operations. The Chief of Staff monitors the progress of key projects to ensure adherence to corporate objectives. Through proactive management of executive workflows, Maggio supports the firm's mission of providing robust wealth planning to policyowners. This position requires deep integration with the company's operational structure to maintain focus on client outcomes and sustainable growth across all business units.

Annie Davis, the Chief Marketing Officer at Northwestern Mutual, architects the brand strategy to communicate the value of the firm's financial planning and insurance solutions. Overseeing national marketing campaigns, the Chief Marketing Officer ensures that the organization effectively reaches individuals and families seeking wealth management. This role involves analyzing market data to refine messaging and improve client acquisition strategies. By driving brand awareness, Annie Davis supports the growth of the firm's advisor network. The Chief Marketing Officer collaborates with product teams to highlight the benefits of the company's investment offerings. Through strategic positioning, Davis strengthens the firm's reputation as a leader in financial security. This leadership role requires constant adaptation to changing consumer preferences while maintaining the core identity of a policyowner-focused organization. The Chief Marketing Officer ensures that all marketing efforts contribute directly to the firm's long-term financial stability.

Ali Walker, the Chief of Staff To Managing Partner, Dwaan Black CLU, ChFC, CFP at Northwestern Mutual, coordinates the operational activities of the managing partner's office. Overseeing the implementation of strategic directives, the Chief of Staff To Managing Partner, Dwaan Black CLU, ChFC, CFP ensures that advisor teams remain focused on delivering high-quality wealth planning. This role involves managing the daily workflow and facilitating communication between the partner and the broader organization. By streamlining administrative functions, Ali Walker enhances the productivity of the firm's regional operations. The Chief of Staff To Managing Partner, Dwaan Black CLU, ChFC, CFP monitors performance metrics to ensure alignment with the firm's standards for client service. Through effective management of the partner's priorities, Walker supports the delivery of insurance and investment solutions. This position requires a deep understanding of the firm's business model to drive efficiency and client satisfaction.

Michelle Borreson, the Executive Assistant To Chief Human Resources Officer at Northwestern Mutual, facilitates the administrative operations of the human resources department. Overseeing the scheduling and communication needs of the Chief Human Resources Officer, the Executive Assistant To Chief Human Resources Officer ensures that talent management initiatives remain on track. This role involves coordinating meetings and managing documentation related to the firm's human capital strategy. By supporting the leadership of the human resources function, Michelle Borreson enables the organization to focus on developing the talent necessary for wealth planning services. The Executive Assistant To Chief Human Resources Officer monitors the flow of information to ensure that HR priorities align with the firm's broader goals. Through efficient management of the office, Borreson supports the delivery of insurance and investment solutions. This position requires a high level of organization to maintain the effectiveness of the firm's human resources leadership.

Garrett Bleakley, the Managing Director at Northwestern Mutual, executes regional growth strategies by expanding the reach of financial planning services. Overseeing the development of advisor teams, the Managing Director ensures that wealth planning offerings meet the specific needs of diverse client segments. This role involves managing operational performance and driving revenue targets within the firm's broader financial services framework. By fostering a culture of excellence, Garrett Bleakley optimizes the delivery of insurance and investment solutions to policyowners. The Managing Director collaborates with other leadership members to refine client engagement models and improve service efficiency. Through consistent focus on market expansion, Bleakley strengthens the firm's presence in key territories. This leadership position requires balancing immediate operational demands with the long-term goal of maintaining the financial health of the organization while serving the needs of families.