Wisconsin Institute of Certified Public Accountants

Northwestern Mutual Announces Executive Leadership Changes

Retrieved on: 
Thursday, December 8, 2022
Risk management, FORTUNE, American Institute, NLTC, Gingival recession, Suffolk University Law School, Certified Public Accountant, FINRA, M.B.A, Washington University in St. Louis, Bachelor, Insurance, Life, Great Recession, General counsel, Business administration, Marquette University, CPA, Dosage form, Wisconsin Institute of Certified Public Accountants, Milwaukee, Jones, Financial management, AICPA, Investment, University of Wisconsin–Madison, Master of Accountancy, Growth, PricewaterhouseCoopers, Multimedia, University, SIPC, General account, American Institute of Certified Public Accountants, Private practice, Wisconsin Institute for Law and Liberty, Risk, Management, Northwestern Mutual, Northwestern University, Finance, Marketing, Accounting

MILWAUKEE, Dec. 8, 2022 /PRNewswire/ -- Northwestern Mutual Chairman, President and CEO John Schlifske today announced leadership changes to strengthen the company's senior leadership team, support the company strategy, and ensure growth and development opportunities for leaders into new areas of accountability.

Key Points: 
  • Jones joined Northwestern Mutual in 2003 and served in leadership roles within the finance and risk teams prior to his current role.
  • Ron Joelson, executive vice president and president, Northwestern Mutual Investment Management Company, announced he will retire at the end of the year.
  • Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries.
  • Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

Brown Schultz Sheridan & Fritz Welcomes Carrie Small as Tax Principal

Retrieved on: 
Monday, September 12, 2022
AICPA, Specialization, ITC, American Institute, CPA, Pennsylvania Association of Staff Nurses and Allied Professionals, Wisconsin Institute of Certified Public Accountants, Compliance, Mentorship, Industry, Arthur Young (accountant), Travel, AM Best, American Institute of Certified Public Accountants, Milwaukee, MST, Certified Public Accountant, Company, Insurance, IASA, Conference, Association, University, BSSF, Marquette University, Tax, Science, Bop TV

FREDERICK, Md., Sept. 12, 2022  /PRNewswire-PRWeb/ -- Premier advisory firm, Brown Schultz Sheridan & Fritz (BSSF), is pleased to announce that Carrie S. Small, CPA, MST, has joined the Firm as a Tax Principal within the BSSF Insurance Practice.

Key Points: 
  • FREDERICK, Md., Sept. 12, 2022 /PRNewswire-PRWeb/ -- Premier advisory firm, Brown Schultz Sheridan & Fritz (BSSF), is pleased to announce that Carrie S. Small, CPA, MST, has joined the Firm as a Tax Principal within the BSSF Insurance Practice.
  • "We are thrilled to welcome Carrie Small to our Insurance Practice," said Ken Wolfe, President and Managing Principal at BSSF.
  • Within the BSSF Insurance Practice, Carrie specializes in providing tax compliance, tax provision and tax consulting services to insurance entities.
  • Brown Schultz Sheridan & Fritz is a premier advisory firm, providing accounting, assurance, tax and consulting services across the Mid-Atlantic Region.