Northwestern Mutual Norwalk Office

Final Thoughts on 2016

  • Matt Greene, John Chrysadakis and Warren Pena all had their BEST Premium year EVER!
  • Matt qualified for Forum!
  • John qualified for Lives Leader Summit!
  • Neil Gronowetter was the Developing Advisor of the Year in the Seiden agency!
  • Matt Greene and Scott Andreozzi both became CFP's!
  • Anthony De Lorenzo set the firm wide Pacesetter record with 52 lives in his 1st 6 months ended in Jan '16!
  • Desmond Anderson set the firm wide Pacesetter record with 57 lives in his 1st 6 months ended in Mar '16!
  • We recruited 15 College Financial Reps - our all time high!
  • We discovered our new ace Recruiter, Cliff Bray!
  • Kim Oeding and John Chrysadakis started a new Partnership!
  • We hired Tom Pundy, the New Advisor Sales and Development Assistant!
  • Aaron Dixon converted to a Full Time Financial Representative!
  • NM vet, Mike Reilly, joined our office!
  • Office was up in Lives, New Clients, Premium and IPS!

And now on to 2017!

January Leaders

Lives Leader

Warren Pena - 8.5 Lives

Premium Leader

Neil Gronowetter - 12,059

Under 5's

Lives Leader

Mike Reilly - 4.5 Lives

Premium Leader

Neil Gronowetter - 12,059

Office Production

The compound annual growth rate (CAGR) is the average annual growth rate over a specified period of time longer than one year. Based on these calculations, our office has grown at an average rate of 15-20% over the last 4 years!

Office PPA User Rankings

A PPA User is defined as someone who has delivered a minimum of 60 2+ Module plans over a 12 month rolling period

Office Recognition

Developing Advisor of the Year

Neil Gronnowetter

New Financial Representatives

Jason Correia and Sam Grosso have recently joined our office as new Financial Representatives!

Jason Correia

Jason lives in Fairfield. He graduated from Central Connecticut State University in May 2016 with a degree in Finance. He is the founder of the CCSU Soccer Club and acted as its President up until graduating. His hobbies include playing soccer and working out. He is fluent in Portuguese and Spanish.

Sam Grosso

Sam lives in Westport. He graduated from the University of Rhode Island in May 2016 with a degree in Accounting.. After working for Foresters Financial for 6 months, he decided to make the switch over to NM. Sam has his Series 6 & 63 and is currently pursuing his Series 7 license. He loves playing golf in the summer and skiing in the winter.

Upcoming Office Events

Peter Olsen

Monday, January 30th at 9am

Peter Olsen is a wholesaler at American Funds, part of Capital Group, covering Connecticut. He has 15 years of investment industry experience and has been with Capital Group for four years. Prior to joining Capital, Pete was a wholesaler at Columbia Management. He holds a bachelor’s degree in English from the University of Richmond. Pete is based in Avon, Conn.

John Parisi

Long Term Care Training

Friday, February 3rd at 8.30am

John Parisi is a Northwestern Mutual Financial Advisor and Long Term Care Specialist with over 25 years of experience in life insurance, disability income insurance, and estate analysis matters, just to name a few. His practice also extends to overall preparation for the closely held business.

John Parisi graduated from Boston College in 1986 with a degree in finance. He joined Northwestern Mutual the same year and went on to earn the professional designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). John Parisi is also certified in Long Term Care (CLTC) planning and also earned the Chartered Advisor for Senior Living (CASL®) designation. John Parisi has devoted his practice to assisting his clients in securing their financial futures.

Walter M. Mello Jr

Monday, February 13th at 9am

Walter M. Mello Jr began his career with Fidelity Investments in 2001 as an actuarial mathematician before joining Sentinel Pension Advisors as an investment manager in 2002. In 2003 he joined BlackRock Financial Management starting in risk management solutions, responsible for portfolio analytics and fixed income models. He later transitioned to trader in the portfolio management division and in 2007 became the portfolio manager for multi-billion dollar portfolios across mutual funds, pension accounts, and multi-asset hedge funds. In 2012 he joined Millennium Partners Group as a senior portfolio manager focusing on top-down macroeconomic strategies across asset classes including credit, volatility, treasuries, futures, equities, and options. In 2015 he launched WMM Capital Advisors, LLC, a volatility focused hedge fund that looks to provide protection and performance for client portfolios. Mr. Mello has B.A. degree in Economics from the College of the Holy Cross.

Robert Bilek

Monday, February 27th at 9am

Robert Bilek is a director of the Financial Institutions and Advisors Division of MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management (MFS). His territory is Connecticut. Robert joined MFS in 1996 as a teleservices representative. He joined the inbound Telemarketing Department in 1998 and the Financial Advisors sales desk in 1999. He was named regional manager, covering northern Florida, in June of 2000. Robert became regional vice president in 2003. Prior to joining the firm, he was a registered representative for John Hancock Life. He earned a bachelor's degree from Boston College.

Eastern Regional Meeting

January 5-7th at the Marriott Marquis in Times Square, NYC

First annual Olive Garden lunch / Always easy to find Kat, "The Red Avenger," in a crowd!

Union League Club

Kevin Young stopped by the Norwalk office!

Walk MS : Fairfield 2017

Date: April 22, 2017

Start/Finish Location: Jennings Beach

Time: Check-in begins at 9:00 a.m.; Walk begins at 10:00 a.m.

Walk to Create a World Free of MS.

Ending multiple sclerosis for good will take all of us. Walk MS helps us team up with friends, loved ones and co-workers to change the world for everyone affected by MS. Together, we become a powerful force. And with every step we take, every dollar we raise...we're that much closer. Together, we will end MS forever.

LTC Gift Card Winner

Congratulations Anthony DeLorenzo on winning a $750 gift card for being one of the top Long Term Care producers in terms of policies sold in the Seiden Agency!

Brian Boder's Mohegan Sun Contest

The Challenge for all Under 5 year Advisors:

16 New Clients or 33 Lives by April 20th

Top 3 So Far

Mike Reilly - 4.5 Lives and 1.5 New Clients

Aaron Dixon - 4 Lives and 2 New Clients

Desmond Anderson - 3.77 Lives and 2 New Clients

20 Questions with Matt Greene

(Stolen from Eddy Ricci)

Name: Matthew Greene

Position/Title: WMA

Awards / Recognition: CFP, Forum

Place of birth: Providence, RI

Grew up: Wayne NJ

Currently Live: Weston, CT

Alma Mater: UConn 1989

Favorite book: Catcher in the Rye

Favorite movie: Monty Python and the Holy Grail

Favorite cartoon character: Hobbes of Calvin and Hobbes. He is a dastardly fellow, who torments his creator… he reminds me of my kids.

Favorite team: UConn Huskies basketball – Men and Women although not the men this year.

Favorite beverage: Scotch – Aberlore Abunad’h or Macallan 25 – it all depends on who is paying

Favorite restaurant and/or bar: Valencia or any really good Burrito place

Favorite museum, gallery or cultural experience: Mass Moca – Massachusetts Museum of Cultural Arts in North Adams, Mass

Favorite band or performer: “What’s her name” – my daughter’s former band or Dave Brubeck

Favorite weekend activity: Winter – snowboarding – preferably with my kids and Summer – Camping…in a tent

Iconic Industry or NM Figure: Gay Davis – when he was a top 100 premium he went to so many of his kids sports games, another dad on the sidelines offered him a job because he assumed he was unemployed…talk about balance. Which for all new reps only comes with a lot (I mean a lot) of very hard working years.

Motto to live by: The harder I work the luckier I get & Life is 1% what happens to you and 99% how you deal with it. They actually go hand in hand.

Favorite Prospecting Question: "…who else?"

Favorite Fact Finding Question: It’s not a single question but rather I make the ff process one that feels more like a conversation and not an interview.

I knew NM was the place for me when…………… The beautiful Linda Thorndike asked me for my resume’….Ha. When I heard that when I build something, I build it for ME

Shout out to "Stephen and Gerry Gilberg – my original MP/MD" in our organization for having the gift of "Teaching me that all my problems are fixed with one activity…making phone calls."

Ideal Prospect for Joint-Work: Lawyer, investment banker, Corporate Professional – income $750 or above. Takes advice, good listener, spouse involved with planning.

20 Questions with Aaron Dixon

Name: Aaron Dixon

Position/Title: Financial Representative

Awards / Recognition: 2016 Power of 10 Intern

Place of birth/grew up: Danbury, CT

Currently Live: Danbury, CT

Alma Mater: Bryant University

Favorite book: Where the Red Fern Grows

Favorite movie: Remember the Titans

Favorite cartoon character: Goku from Dragon Ball Z

Favorite team: New York Giants

Favorite beverage: Root Beer Float from the Creamery in Newtown, CT

Favorite restaurant and/or bar: “The Pine” in the Bronx, NY

Favorite museum, gallery or cultural experience: American Museum of Natural History

Favorite band or performer: Kanye West

Favorite weekend activity: Playing basketball

Iconic Industry or NM Figure: Al Granum

Motto to live by: Do what you need to do in order to get to where you want to be

Favorite Prospecting Question: If you were starting a business of your own, who would be the first three people you would hire

Favorite Fact Finding Question: Do you have a written strategic plan that is directed towards helping you achieve financial freedom?

I knew NM was the place for me when…………… I realized I can make a significant impact on people’s financial picture

Shout out to "Justin Maher" in our organization for "giving me the opportunity to work here"

Ideal Prospect for Joint-Work: Any one that has a heart beat

Upcoming Multicultural Dates

Upcoming Office Birthdays

Aaron Dixon - February 9th

Rob Sapp - February 14th

Anne Aslan - February 21st

Matt Greene - February 23rd

Desmond Anderson - February 23rd

Cliff's Recruiting Corner

Intern Recognition

"I want to show recognition to all the interns that came to the Eastern Regional meeting. I think it was great for them to experience this and learn from some of the best in this business. It was overall a great turn out and I couldn’t be happier." - Cliff

Cliff's Note to Self:

“The harder you work, the harder it is to surrender” – Vince Lombardi

Recruiting Activity

  • We have had three intern accepts this month and one full time accept this month.
  • We had two interns in the January training class with three more that have recently passed their state exams.
  • We also have one full timer, Philip Moss, heading into our March training class.

"It’s great to see all this activity and I am excited to continue growing our office with quality representatives!" - Cliff

Quotes of the Month

Geno Auriemma, Coach of the Uconn Lady Huskies, next to his 11 national championship trophies. Our Lady Huskies have set a new NCAA record with 94 consecutive victories! 94! #AndCounting

It's about doing it in a way that it can't be done any better. That is the goal every day." - Geno Auriemma

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