My Team
Team Pruitt
Michael Louis Esposito
Mike started his career with Northwestern Mutual in May of 2015 and joined Wes Pruitt's team in March of 2016. His is an Associate Financial Representative for the team. Mike holds the Series 7 and 63 registrations as well as the NYS Life, Accident and Health License. Mike graduated from Gettysburg College in 2015 as an Economics major and a Business minor.
Role Details:
- Associate Financial Representative
- Schedule appointments
- Illustration preparation
- Annual review preparation
- Investment paperwork and processing
- Rollover processing
- Orders and trades
- Asset allocations
- Account aggregation
- 1-on-1 investment reviews
Shannon Lynne Feeney
Role details:
- Assists underwriting process
- Marketing coordinator
- Schedule appointments
- Process address changes
- Expedite policy owner requests
- Order insurance exams
- Expedite owner/beneficiary changes
- Process changes to your billing methods
- Provide general policy and billing information
- Update client information