Wise Financial Employee Directory

Wise Financial corporate office is located in 600 E 96th St Ste 120, Indianapolis, Indiana, 46240, United States and has 1-10 employees.

wise financial

wise financial - northwestern mutual

wise financial - northwestern mutual private clien...

Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Key Employees of Wise Financial

EO
Elizabeth Osbo...
Manager, Insurance Operations
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Wise Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Wise Financial

Hundreds of professionals searching for Wise Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

EO
Elizabeth Osborne
Email Direct
Manager, Insurance Operations
United States , Indiana , Indianapolis

SM
Steve Morlock
Email Direct
Investment Operations Associate
United States , Indiana , Indianapolis

NC
Neil Carr
Email Direct
Financial Planning Associate
United States , Indiana , Indianapolis

FG
Frank Giufre
Email Direct
Business Development
United States , Indiana , Indianapolis

MB
Meghan Beyer
Email Direct
Operations Associate
United States , Indiana , Indianapolis

JS
Jill Sullivan
Email Direct
Executive Assistant
United States , Indiana , Indianapolis

SK
Shaina Keck
Email Direct
Financial Planning Associate
United States , Indiana , Indianapolis

Former Employees at Wise Financial

Explore people who held key positions, contributed to Wise Financial's success, and advanced their careers.

Samuel Katuzienski

Associate Wealth Advis... at Focus Partners

Worked as Financial Planning Associate

at Wise Financial (2022-2024)

Direct

Jeremy Ray

Professional Advisor L... at Central Indiana Commun...

Worked as Wealth Management Associate & Advisor

at Wise Financial (2019-2023)

Direct

Mark Paul

Chief Financial Office... at Streamside Parks

Worked as Wealth Management Associate & Advisor

at Wise Financial (2016-2018)

Direct

Mask Content

Director, Operations at Northwestern Mutual

Worked as Service Optimization Associate

at Wise Financial (2023-2024)

Direct

Mask Content

Director, Financial Pl... at Northwestern Mutual

Worked as Director, Planning Operations

at Wise Financial (2022-2024)

Direct

Mask Content

Financial Advisor at Prosperity Advisory Gr...

Worked as Financial Planner

at Wise Financial (2022-2022)

Direct

Explore More

People from Similar Companies in the Finance Industry Located in Indiana, United States

STAR Financial Group

201-500 Employees

Expedite Home Loans

201-500 Employees

First Internet Bancorp

201-500 Employees

JC Bank

51-200 Employees

The Fountain Trust

51-200 Employees

Financial Center Federal Credit Union

51-200 Employees

Frequently Asked Questions Regarding Wise Financial Employees

How many employees does Wise Financial have?

Wise Financial has 1-10 employees

Who are Wise Financial key employees?

Some of Wise Financial key employees are Elizabeth Osborne

Where is Wise Financial located?

Wise Financial’s headquarters are located at 600 E 96th St Ste 120, Indianapolis, Indiana, 46240, United States

How do I contact Wise Financial?

Wise Financial Contact Info: Phone number: (317) 818-2654 Website: wisefinancial.nm.com

What does Wise Financial do?

Wise Financial is a financial planning office of Northwestern Mutual located in Indianapolis, IN. They focus on creating tailored financial security planning for their clients, balancing short-term strategies with long-term goals. Their services cater primarily to individuals looking to achieve their financial aspirations, including professional at... Read More

Is Wise Financial a public company?

Wise Financial is private company therefore does not currently have an official ticker symbol

See more information about Wise Financial Employees