Small World Wealth Management Employee Directory
Small World Wealth Management corporate office is located in 2515 South Rd Ste 201, Poughkeepsie, New York, 12601, United States and has 11-50 employees.
small world wealth management
smallworldwealthmanagement nm com
Employees by Department
Departments
Number of employees
Finance
12
Operations
6
Sales
3
C-Suite
1
Human Resources
1
Marketing
1
Key Employees of Small World Wealth Management
- TO
Small World Wealth Management Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from Small World Wealth Management
- Wealth Management Advisor
- United States , New York , Poughkeepsie
- Director, Project Management & Business
- United States , New York , Poughkeepsie
- Associate Private Wealth Advisor
- United States , New York , Poughkeepsie
- President & Chief Operating Officer
- United States , New York , Poughkeepsie
- Private Wealth Advisor
- United States , New York , Poughkeepsie
- Director, Retirement Plan Services
- United States , New York , Poughkeepsie
- Private Wealth Advisor
- United States , New York , Poughkeepsie
- Client Services Coordinator & Office Associate
- United States , New York , Poughkeepsie
- Marketing Associate
- United States , New York , Poughkeepsie
- Trading Operations
- United States , New York , Poughkeepsie
- Director, Insurance Operations & Services
- United States , New York , Poughkeepsie
- Investment Associate
- United States , New York , Poughkeepsie
- Operations & Administrative Associate
- United States , New York , Poughkeepsie
- Client Service Representative
- United States , New York , Poughkeepsie
- Partner and Wealth Management Advisor
- United States , New York , Poughkeepsie
- Associate Private Wealth Advisor
- United States , New York , Poughkeepsie
- Wealth Management Advisor
- United States , New York , Poughkeepsie
- Client Services Representative
- United States , New York , Poughkeepsie
- Associate Private Wealth Advisor
- United States , New York , Poughkeepsie
- Manager, Client Experience & Manager, Office
- United States , New York , Poughkeepsie
- Private Wealth Advisor
- United States , New York , Poughkeepsie
- Investment Operations
- United States , New York , Poughkeepsie
- Insurance Operations Associate
- United States , New York , Poughkeepsie
- Wealth Management Advisor
- United States , New York , Poughkeepsie
- Wealth Management Advisor
- United States , New York , Poughkeepsie
Former Employees at Small World Wealth Management
Explore people who held key positions, contributed to Small World Wealth Management's success, and advanced their careers.
Vice President, 401(K)... at Bank of Ann Arbor
Worked as Director of Advisor Development
at Small World Wealth Management
Senior Director, Opera... at Northwestern Mutual
Worked as Director, Investment Operations & Services
at Small World Wealth Management
Director, Portfolio Re... at Northwestern Mutual
Worked as Director, Portfolio Research & Advisory
at Small World Wealth Management
Wealth Management Asso... at Northwestern Mutual
Worked as Lead, Wealth Management Advisor
at Small World Wealth Management (2012-2026)
Wealth Management Asso... at Two Lights Private Wea...
Worked as Wealth Management Associate & Advisor
at Small World Wealth Management (2023-2024)
Associate Wealth Advis... at Northwestern Mutual
Worked as Director, Investments
at Small World Wealth Management (2021-2026)
Explore More
People from Similar Companies in the Finance Industry Located in New York, United States
Frequently Asked Questions Regarding Small World Wealth Management Employees
Small World Wealth Management, based in Poughkeepsie, NY, is an office of Northwestern Mutual that specializes in developing custom financial strategies for clients. The firm aims to help individuals achieve their financial goals through personalized planning and prioritization of aspirations. Their services include investment advisory, life insura... Read More
Get Started with ZoomInfo
Sign Up for Free
Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Supercharge Your Prospecting
Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.