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Jamelee Sarow

Assistant Director, Learning Experience - Planning at Northwestern Mutual

Jamelee Sarow has extensive experience in financial planning and investment operations. Currently serving as Assistant Director of Learning Experience - Planning and previously as Financial Planning Business Consultant at Northwestern Mutual since February 2016, Jamelee focuses on enhancing client experiences. Prior to this, Jamelee was the Director of Investment Operations & Services at Beauchamp Maleki Group from November 2004 to February 2016, where responsibilities included processing investment transactions and assisting clients with asset transfers. Jamelee's career began at Northwestern Mutual as a Publications/Project Coordinator from September 2002 to November 2004. Jamelee holds a Master of Business Administration (MBA) and a Bachelor's degree in Business from the University of Wisconsin-Parkside, completed between 1997 and 2004.

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Timeline

  • Assistant Director, Learning Experience - Planning

    December, 2020 - present

  • Financial Planning Business Consultant

    February, 2016

  • Publications/project Coordinator

    September, 2002