Frank M Carlozzi

I joined Northwestern Mutual in West Hartford Field Office in 2018.  Serving as an Administrative Assistant to Frank Carlozzi.  I help track Wealth Management Advisors emails, prioritizes and independently handle less critical matters.  I maintain client security and protect operations by keeping information confidential. I provide historical reference by utilizing multiple electronic filing and retrieval systems. I help maintain electronic client manager database (E-manager) by ensuring all information is valid and up to date. I also electronically file all documentation into the Customer Resource Management System (CRM) and separate electronic filing system (Box Sync).

When not working, I enjoy yoga, cooking, reading, crocheting, taking long walks with my golden retriever and most of all spending time with my family.