My Team

 
Dennise Marie Bayona

Dennise Marie Bayona

Practice Manager
Office 617-742-6200

Dennise joined Northwestern Mutual – Boston in September 2015, having previously worked at Northwestern Mutual – Miami from 2010 to 2014. She oversees the workflow for the team to make sure all aspects of the client experience is efficient and engaging. Dennise is a graduate from the University of Notre Dame with a Bachelor in Business Administration ('09) and a Master of Science in Accountancy ('10) and holds her Life Accident and Health Insurance Licenses. 

She is originally from Miami, FL and enjoys sports, music, and reading in her free time.

How can Dennise help?

  • She oversees all aspects of the financial planning process to ensure the client experience is efficient and engaging.
  • She builds and customizes comprehensive financial plans that suit client needs.

 

 
Ronald Joshi

Ronald Joshi

Director of Investments and Planning
Office 617-742-6200

Ronald joined our team in March 2016 and currently oversees financial planning and investment strategies for clients. A graduate from Caldwell University with Bachelor's degree in Mathematics and Business Administration, he has had prior experience working as an investment analyst and paraplanner. He has his Life Accident and Health Insurance Licenses along with Series 7 & 63.

  • He oversees financial planning and investment strategies for clients.
  • He performs portfolio and fund analysis and account rebalancing.
  • He can assist with asset transfers and questions about investment accounts.
 
Rosemarie Glidden

Rosemarie Glidden

Director of Operations

Rose first joined Northwestern Mutual as a college intern while she was attending Providence College. She graduated in the Spring of 2019 with a Bachelor's degree in finance and marketing and then transitioned to Director of Operations with our team in June of 2019. Additionally, Rose holds her Life Accident and Health Insurance Licenses.

Rose resides in Boston, MA, and dedicates her time out of the office to family and friends. She enjoys running, decorating, and discovering new restaurants.

How can Rose hlep?

  • She directs marketing, workflow and day-to-day operations of the practice.
  • She manages relationships with new and existing clients.
  • She can assist with client questions and appointment scheduling.
 
Jeffrey Atkinson

Jeffrey Atkinson

Investment Operations Associate
Office 781-246-1010

We welcomed Jeff to our team in March 2019 as an Investment Operations Associate. Jeff studied at Southern New Hampshire University, where he earned a bachelor's degree in business and minored in marketing. He has his Life Accident and Health Insurance Licenses.

Jeff currently resides in Boston, MA, and spends his time out of the office in Northern New Hampshire with family and friends. Still holding his PGA certifications, Jeff enjoys teaching and playing golf, watching all Boston sports and trying new F&B establishments.

How can Jeff help?

  • He opens and processes all new investment accounts.
  • He can assist with rollovers, account paperwork and various other money movement and client onboarding requests.
 
Kennedy Jan Wilcox

Kennedy Jan Wilcox

Director of New Business and Communications
Office 617-742-6200

Kennedy joined our team in February 2019. She is responsible for new business and communicating with clients in relation to servicing inforce policies. She graduated Cum Laude from St. Lawrence University in 2018 with a Bachelor's degree in Communications. Kennedy holds her Life Accident and Health Insurance licenses.

She resides in Boston, MA, and enjoys yoga, boating, and spending time with family and friends.

How can Kennedy help?

  • She manages all insurance underwriting requirements and service requests.
  • She schedules regular reviews with insurance, investment and advisory clients.
  • She can take applications for insurance clients.
 

Michael J. Raposa II, CFP®, CLU®, ChFC®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck