DJM Financial | Northwestern Mutual Private Client Group
DJM Financial | Northwestern Mutual Private Client Group

DJM Financial | Northwestern Mutual Private Client Group Information

Contact top employees from DJM Financial | Northwestern Mutual P...

Summary

The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 34. To connect with DJM Financial | Northwestern Mutual Private Client Group employee register on SignalHire.

Organization Website

djmfinancial.com

Phone Number

(949) 622-7200

Industries

Headquarters Location

18575 Jamboree Road, Irvine, CA, 92612 US

Employees Size

10-50 employees

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at DJM Financial | Northwestern Mutual Private Client Group shows a diverse range of experience levels:
6% have been with the company for less than 1 year18% for 1–2 years18% for 3–4 years18% for 5–7 years6% for 8–10 years35% have over 11 years of service at DJM Financial | Northwestern Mutual Private Client Group
Ex-employees positions
In Company
In New Company
Contact top employees from DJM Financial | Northwestern Mutual P...
Collin Lacy
Dir. of Planning
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Nicolas Mattingly
Private Wealth Advisor
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Steve Rombro
Private Wealth Advisor
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Grace Pham
Private Wealth Analyst
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Mason Mustafa
Investment Operations Associate
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Kathryn Shaw
Private Wealth and Portfolio Analyst
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Dan Haag
Wealth Management Analyst
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Alejandra Glover
Private Wealth Advisor
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Sandra Gee
Director of Marketing
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Nick Socha
Private Wealth Advisor
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Patrick Stoll CFP®
Private Wealth Advisor
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Thomas Cary
Director Of Operations
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My Dinh
Private Wealth Analyst
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Katie Hawe
Qualified Plan Analyst
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Elicia Nicoll
Director of Employer and Participant Services
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Christa Jacob
Director of Special Projects
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Nan Heui
Executive Assistant
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James Grefenstette CFA
Senior Portfolio Manager
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Tim Molnar CFP®
Private Wealth Advisor
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Veronica Reed RICP
Director of Retirement Plans
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Victoria Mohler
Associate Finanial Representative, CLTC
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FAQ

DJM Financial | Northwestern Mutual Private Client Group operates in the Finance industries. More details can be found on the official website: djmfinancial.com.
The headquarters of DJM Financial | Northwestern Mutual Private Client Group are located in Irvine, United States.
You can contact DJM Financial | Northwestern Mutual Private Client Group by phone at (949) 622-7200.
DJM Financial | Northwestern Mutual Private Client Group currently employs 10-50 people.

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