Robert Novotny
marine veteran | wealth planner | veteran advocate@ Northwestern Mutual
Melville, New York, United States
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Robert Novotny is a Marine Veteran with 18.2 years of experience. He has received numerous personal awards and has received numerous awards. He is highly proficient in financial accounting, recording, filing, validation, and records. Robert is knowledgeable in congressional fiscal law and has a strong sense of responsibility. He is known for his ability to demand perfection and exceed expectations. Robert is dedicated to giving back to the first responder community and veterans service organizations. He is currently working as a Wealth Management Advisor at Northwestern Mutual and has previous experience as a Senior Financial Analyst/Tester at Marine Corps Recruiting.
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Emails and Phone Numbers

+1 414271****
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About

First and always, I am a Marine Veteran. I have successfully and honorably completed 8 years of outstanding service in which I have received many personal awards highest being the Navy and Marine Corps Achievement Medal. I was an Advisor to the Comptroller as my most recent assignment. Previous responsibility was as the Section Head of the Defense Travel Operations Center. I am highly proficient in financial accounting, recording, filing, validation, and maintaining of records. I am knowledgeable in congressional fiscal law as well. I have always demanded perfection, allowed excellence, but at a minimum accepted outstanding performance in my work. I also expect the same out of my peers and subordinates. Demanding perfection sets the bar higher than demanding greatness or outstanding performance. Understanding that nothing will be perfect, this will allow work to be completed at above average caliber and above average attention to detail. My worth and value are limitless. I am quickly proficient in almost all tasks. I learn from my mistakes quickly. I am confident; yet do not hesitate to ask for guidance and supervision. My motivation is contagious and often sought out by my leaders and mentees. Today, my team and I are uniquely positioned to engage with Veteran Owned and family held businesses. We are experts in the business owner space as well as key employee retention planning. We pride ourselves in always giving back to the first responder community and Veteran Service Organizations. We will spend time helping those who serve plan for the life they deserve as they navigate the pension planning process. Thank you for your time and consideration, do reach out if you have any questions surrounding your overall wealth management and financial planning. As Always, Semper Fidelis. RN

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Work Experience

720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797, US

Financial Services

34828
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Robert Novotny's Professional Milestones

  • Senior Financial Analyst Tester (2013-10-01~2014-04-01): Improving accuracy in financial analysis by implementing advanced testing methodologies.
  • President (2013-10-01~): Driving strategic initiatives to propel company growth and establish its market share in the global market.
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Education

Baruch College
Baruch College

Taxation

2022-2024
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