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Northwestern Mutual Executive Vice President Greg Oberland speaks about Northwestern Mutual's 2014 Planning & Progress study results.  The findings show a clear correlation between financial planning discipline today and happiness in the future. To schedule an interview with Mr. Oberland or another Northwestern Mutual spokesperson, call 800-323-7033 or email mediarelations@northwesternmutual.com.

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The Northwestern Mutual Foundation is donating $215,000 to community service programs across the U.S. through the Community Service Award program. The annual competition, open to more than 7,900 Representatives... More


Values of Mutuality Set Company Apart From Competitors
Northwestern Mutual has been voted the "world's most admired company" in its industry for the fourth time. Fortune's annual survey, the "World's Most Admired Companies," is featured in the magazine's... More


Only Company Ranked at Top of Its Industry Since Survey Began
Northwestern Mutual has reached a milestone, voted the most admired company in its industry for the 20th time in Fortune's annual survey. "America's Most Admired Companies" is featured in the magazine's... More


Company Recognized for Employee Satisfaction, Benefits and HR Practices
Northwestern Mutual was named one of Fortune's "100 Best Companies to Work For," the annual list of the nation's top companies based on employee satisfaction, company benefits and human resources practices.... More


Media Contacts

Thank you for visiting Northwestern Mutual’s online News Room. If you’re a member of the media, please contact us via phone or email:

800-323-7033
mediarelations@northwesternmutual.com

A member of the public relations team will respond to your inquiry at our earliest convenience.

Betsy Hoylman
Director – Media & Public Relations

Autumn Latimore
Assistant Director – Media & Public Relations

Jennifer Ryan
Assistant Director – Media & Public Relations

Jean Towell
Assistant Director – Media & Public Relations

Peter Balistrieri
Senior Public Relations Consultant

John Gardner
Public Relations Consultant

Kirsten Helgeson
Public Relations Consultant

Shawn Rolland
Public Relations Consultant

Shannon Cunnane
Public Relations Intern

Ed Quattrocchi
Public Relations Intern

Executive Biographies


john schlifske

John E. Schlifske
Chairman, President and Chief Executive Officer


John E. Schlifske is Chairman, President and Chief Executive Officer of Northwestern Mutual and a member of the company’s Board of Trustees. After joining Northwestern Mutual in 1987 as an Investment Specialist, Schlifske moved from portfolio manager to senior executive overseeing a variety of its investment operations. He later headed different parts of the company’s business operations.

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michael carter

Michael G. Carter
Executive Vice President and Chief Financial Officer

As Executive Vice President and Chief Financial Officer, Michael G. Carter is responsible for the company’s financial management functions, strategic planning and enterprise risk management oversight. Carter joined Northwestern Mutual’s Law department in 1994 and went on to serve in a number of executive leadership roles in operations, planning and distribution. Since 2008, he has served as the company’s Chief Financial Officer. Prior to joining the company, he was an attorney with Quarles & Brady in Milwaukee.

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joann eisenhart
Joann M. Eisenhart
Senior Vice President – Human Resources

As Senior Vice President – Human Resources, Joann M. Eisenhart leads the human resources, facilities and philanthropy function, which includes the Human Resources, Facility Operations, and Strategic Philanthropy & Community Relations departments. Prior to joining Northwestern Mutual in 2011, Eisenhart was Senior Vice President of Human Resources at Pfizer, Inc, where she led a global human resources team that supported more than 100,000 employees worldwide.

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ronald joelson

Ronald P. Joelson
Executive Vice President and Chief Investment Officer

As Executive Vice President and Chief Investment Officer, Ronald. P. Joelson oversees management of the company’s $174.0 billion general account investment portfolio, which supports the company’s surplus and its insurance and annuity products. Joelson is responsible for the company’s three investment subsidiaries: Mason Street Advisors, LLC; Northwestern Mutual Capital, LLC; and Northwestern Mutual Real Estate Investment, LLC. Prior to joining Northwestern Mutual, he served as Chief Investment Officer of two global insurance companies: Genworth Financial and Prudential Financial.

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ray manista

Raymond J. Manista
Senior Vice President – General Counsel and Secretary

As Senior Vice President – General Counsel and Secretary, Raymond J. Manista is responsible for the company’s law and public affairs function, including the Law, Communications, Compliance/Best Practices and Government Relations departments. He also chairs the company’s Executive Leadership Team. Manista has held various leadership roles since joining Northwestern Mutual in 1998, including Vice President – Corporate Planning, where he oversaw the company’s strategy development and planning, and Vice President – Litigation Counsel. Prior to joining the company, he was a shareholder at Godfrey & Kahn, S.C., in Milwaukee, where he practiced commercial litigation.

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greg oberland

Gregory C. Oberland
Executive Vice President – Products, Sales and Marketing

As Executive Vice President – Products, Sales and Marketing, Gregory C. Oberland is responsible for the company’s strategy of delivering financial security to clients through a holistic planning process that incorporates insurance and investment solutions. Oberland joined Northwestern Mutual in 1982 as an attorney. He has held numerous executive-level positions with increasing responsibility for a variety of product line and operational areas, including Disability Income, Life Underwriting, Policyowner Services and Information Systems.

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tim schaefer

Timothy G. Schaefer
Executive Vice President – Operations and Technology

As Executive Vice President – Operations and Technology, Timothy G. Schaefer is responsible for the company’s integrated customer operations and enterprise technology. Schaefer joined Northwestern Mutual in 1988 as a Programmer in the Information Systems department. He has held numerous leadership roles, including Vice President of Life Benefits and Senior Vice President and Chief Information Officer.

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todd schoon

Todd M. Schoon
Executive Vice President – Agencies

As Executive Vice President – Agencies, Todd M. Schoon is responsible for the company’s distribution system.  Schoon began his Northwestern Mutual career in 1988, and went on to build a successful network office in New York, NY. He has held numerous positions of increasing responsibility including Assistant Regional Director of Agencies, Managing Partner, and Vice President – Agencies.

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Last updated January 24, 2014

 

Studies and Resources

Northwestern Mutual periodically researches people's attitudes, perceptions, motives, and behaviors toward certain financial issues.

Planning and Progress 2014 Study

Northwestern Mutual again explored the state of financial planning in America today to obtain insights into people's attitudes and behaviors toward money, goal-setting and priorities. The 2014 study surveyed nearly 2,100 American adults 18 or older.

Planning and Progress 2014 Study

Long-Term Caregiving Study

Northwestern Mutual sponsored a study looking at the significant personal and financial implication that long-term care (LTC) events have on caregivers and their families. (Conducted October 2013)

Long-Term Caregiving Study

Planning and Progress 2013 Study

Northwestern Mutual sponsored a study exploring the state of planning in America today that provides unique insights into people’s current attitudes and behaviors toward money, goal-setting and priorities. (Conducted January 2013)

Planning and Progress 2013 Study
Planning and Progress 2013 Study - Continued

Long-Term Care Awareness Study

Northwestern Mutual sponsored a poll highlighting the attitudes and motivations of Americans for planning for long-term care. More than 2,500 U.S. adults were surveyed. (Conducted October 2012)

Long-Term Care Awareness Study

Life Insurance Awareness Poll

Northwestern Mutual sponsored a poll seeking to learn the attitudes and motivations among Americans towards obtaining life insurance and planning for future financial security. The study surveyed more than 2,000 American adults aged 18 and older. (Conducted 2012)

Life Insurance Awareness Poll

State of Planning in America Study

Northwestern Mutual sponsored a series of research exploring the state of planning in America. The studies look at what type of planners people are, how their plans may have changed over time, whether they feel they’re moving in the right direction, how they assess their ability to stay on course, and how this all fits against the larger backdrop of what is taking place in America today. (Conducted 2012)

State of Planning in America Study

Cost of Long Term Care Study

The Long Term Care Group, Inc. conducted customized Cost of Care research on behalf of Northwestern Long Term Care Insurance Company, a Northwestern Mutual company, of nearly 2,000 home healthcare providers, assisted living facilities and nursing homes in specific regions of the United States. (Conducted 2012)

Cost of Long Term Care Study

“Stick with It” Study

Northwestern Mutual sponsored The “Stick with It” Study to gauge Americans’ goal setting, self-discipline and financial tenacity. (Conducted 2011)

“Stick with It” Study

Financial Realities Study

Northwestern Mutual sponsored The Financial Realities Study that explored how Americans are responding to the economic landscape that existed in 2010 and considering how attitudes and priorities may be changing regarding the approach to finances. The study also provided insight into Americans’ propensity to give advice against the backdrop of economic uncertainty and how that advice compares across multiple generations. (Conducted 2010)

Financial Realties Study

American Reality Study

Northwestern Mutual sponsored The American Reality Study to help provide insight into how Americans are handling the economic, political and social changes taking place in the U.S. and what the impact has been on the way they view their lives and their future. (Conducted 2009)

American Reality Study

Seven Financial Habits Study

Northwestern Mutual conducted a study exploring the connections between financial and physical fitness. The study helps explain how financial behavior and attitudes of individuals with above average income are related to health and wellness perceptions. (Conducted 2008)

Seven Financial Habits Study

 

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