Paul Montello, CLU®, ChFC®, CLTC,  RICP® in

Paul Montello, CLU®, ChFC®, CLTC, RICP®

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Managing Director at Northwestern Mutual
📍 Olathe, Kansas, United States

Paul Montello is a highly accomplished Managing Director at Northwestern Mutual in Olathe, Kansas, with a career spanning over two decades. He is a recognized leader focused on recruiting and developing new advisors. Colleagues describe him as an inspirational and trustworthy leader, and he holds a Bachelor of Arts from Davidson College.

Beyond his professional achievements, Paul is dedicated to community service, demonstrating this through his active involvement with the World Pediatric Project. This commitment highlights a passion for making a positive impact outside of the financial sector.

Unique fact: Ingrams magazine honored Paul as a member of their 2017 "40 Under Forty" class, recognizing his achievements as a promising young executive.

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Experience
26 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Olathe, Kansas, United States
Personality Overview

How Paul shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Paul cares about

Talent Development
A core part of his role since becoming a Managing Director in 2011 is recruiting, training, and developing new financial representatives for his firm.
Retirement Savings
He frequently posts about the need for clear, personalized retirement plans to address the gap between what people dream of and what they are saving.
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Career

Work history

12-2017
Managing Director
Northwestern Mutual
8-2010 - 12-2017
Managing Director
Northwestern Mutual
9-1999
Financial Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1995 - 1999
Bachelor of Arts (B.A.)
Davidson College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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