Paul J Mc Nellis
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Office: 630-353-2341

1901 Butterfield Rd
Ste 450
Downers Grove, IL 60515-5458

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Professional


Paul McNellis is recognized as a Financial Advisor with the Effner Financial Group of Northwestern Mutual Financial Network in Downers Grove, Illinois and works in the Bank-Owned Life Insurance (BOLI), Corporate-Owned Life Insurance (COLI) and personal marketplace.

In March 2000, Paul McNellis began his career in Financial Services with the investment arm of the 7th largest bank in North America; The Canadian Imperial Bank of Commerce (CIBC Oppenheimer, Chicago, IL). As a fixed income specialist, his client list included 3 members of the Fortune 500, including one of the largest banks/financial services conglomerate in the United States.

In addition to his state insurance licenses, Paul McNellis holds Series 7 and 63, is a registered representative with Northwestern Mutual Investment Services, LLC is a Member of Million Dollar Round Table (2004-2010) and a four time Northwestern Mutual Forum qualifier.

Associations and Memberships

Million Dollar Round Table, Qualifying Member (2004-2010)

Illinois Bankers Association (IBA)

Community Bank Association of Illinois (CBAI)

Former Board of Director Member for Delnor Community Hospital Men's Foundation

 

 

MORE ABOUT Northwestern Mutual BOLI

* The ABC's of BOLI
Bank Owned Life Insurance: NM General Account Product vs. Separate Account Products
* Bank Owned Life Insurance Frequently Asked Questions

 

 

Years of Experience

Representing Northwestern Mutual since 2002.

Education

Degree Major Institution
Bachelor of Science Psychology University of Colorado-Boulder

Awards and Recognition

Million Dollar Round Table Qualifying Member   2004-2007, 2009-2010
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

National Quality Award   2005, 2007
Award recognizing persistency and performance