Professional
Paul McNellis is recognized as a Financial Advisor with Northwestern Mutual Chicagoland 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. Since 2004 Paul is a six time Northwestern Mutual Forum qualifier.
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, 2009-2011
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