Sebastian Toro

Director of Investments with over 11 years of experience in financial services, specializing in client advisory and operations. Fully licensed with Series 6, 7, 26, 63, and 2-15, along with Chartered Financial Consultant (CFHC) designation. Proven track record in account management, retirement planning, and delivering high-quality client service in fast-paced environments.

Director of Investments / Financial Advisor - Northwestern Mutual

(2014-06)

• Manage investment operations including account opening, trading, and maintenance
• Execute transfers, rollovers, and deposits ensuring compliance and accuracy
• Service client accounts, including annuities and retirement products
• Support financial advisors and clients with timely and effective solutions
• Deliver high-quality client service and maintain long-term relationships

Bachelor's Degree - Finance - University of Central Florida (2015)