10 Northwestern Mutual finance leaders
Charles Mondesir, VP Controller and Chief Accounting Officer at Northwestern Mutual, is one of ten Northwestern Mutual finance leaders listed here, alongside people who hold vice president, treasury and FP&A roles at the company. A reader can learn how finance leaders work at Northwestern Mutual from people who have held the role.
Professionals to explore
Charles Mondesir, CPA
LinkedInExperience: VP Controller and Chief Accounting Officer · Northwestern Mutual
Charles Mondesir has been VP Controller and Chief Accounting Officer at Northwestern Mutual in the New York area since October 2023. Charles Mondesir was Global Controller, Chubb Life at Chubb (2020–2023), Vice President, Financial Reporting (2018–2020) and Director, Financial Reporting (2015–2018) at Prudential Financial, and Financial Planning and Analysis Manager at Guardian (2010–2015).
Gwen Canady
LinkedInExperience: Vice President - Finance & Expense Ops · Northwestern Mutual
Gwen Canady has been Vice President - Finance & Expense Ops at Northwestern Mutual in Milwaukee since October 2018. Gwen Canady was Director of Budget and Expense Management (2014–2018), Director - Business Strategy and Org Design (2011–2014) and Director of Corporate Reporting (2004–2011) at Northwestern Mutual, and a Senior Auditor at EY (1989–1992).
Jeremy Newman
LinkedInExperience: Vice President Field Rewards & Finance · Northwestern Mutual
Jeremy Newman has been Vice President Field Rewards & Finance at Northwestern Mutual in Milwaukee since October 2022. Jeremy Newman was Vice President - Distribution Finance & Policy (2019–2022), Director - Distribution Finance (2015–2019) and Director - Field Strategy and Services (2013–2015) at Northwestern Mutual, and the profile describes transactional and negotiation work.
Jon Simons, CPA, MBA, CTP
LinkedInExperience: Assistant Treasurer - Vice President · Northwestern Mutual
Jon Simons has been Assistant Treasurer - Vice President at Northwestern Mutual in Milwaukee since July 2026. Jon Simons was Senior Director Financial Management (2019–2026), Senior Director Treasury (2026) and Assistant Director - Enterprise Vendor and Alliance Management (2012–2019) at Northwestern Mutual, and Director of Finance at FIS (2008–2012).
Justin LaDue
LinkedInExperience: Senior Director FP&A · Northwestern Mutual
Justin LaDue has been Senior Director FP&A at Northwestern Mutual since January 2022, and the profile headline gives the role as Senior Director FP&A & FinOps. The profile also lists Senior Director Distribution Finance (from 2017) and Assistant Director Distribution Finance (from 2014) roles at Northwestern Mutual, and Justin LaDue was Financial Planning and Analysis Manager at Brookdale (2014).
Kristin Brooks, CPA
LinkedInExperience: Senior Director, FP&A · Northwestern Mutual
Kristin Brooks has been Senior Director, FP&A at Northwestern Mutual in the Pewaukee, Wisconsin area since December 2025. Kristin Brooks was Assistant Director, FP&A at Northwestern Mutual (2025), and Senior Manager, Finance - Sephora at Kohl's (2022–2025) and Manager, Store Finance (2018–2022) at Kohl's.
Laura Zahn, FSA, CPA
LinkedInExperience: Vice President - Finance Transformation · Northwestern Mutual
Laura Zahn has been Vice President - Finance Transformation at Northwestern Mutual in Milwaukee since April 2025, and the profile headline gives the role as VP - Corporate Finance & Finance Transformation. Laura Zahn was Vice President - FP&A at Mutual of Omaha (2023–2025), and VP- Financial Planning & Analysis (2019–2023), Senior Director & Actuary (2018–2019) and Actuary (2014–2018) at Northwestern Mutual.
Phillip Rinzel
LinkedInExperience: VP - Wealth & Mutual Fund Administration and VP, CFO & Treasurer - Northwestern Mutual Series Funds · Northwestern Mutual
Phillip Rinzel has been VP - Wealth & Mutual Fund Administration and VP, CFO & Treasurer - Northwestern Mutual Series Funds at Northwestern Mutual in the Milwaukee area since May 2026, holding the Series Funds CFO and treasurer role since September 2024. Phillip Rinzel was Controller & Chief Accounting Officer - Northwestern Mutual Series Funds (2021–2024) and Sr. Director - Investment Accounting (2016–2024) at Northwestern Mutual.
Rebecca Mindy
LinkedInExperience: Senior Director - Financial Planning, Reporting & Analysis · Northwestern Mutual
Rebecca Mindy has been Senior Director - Financial Planning, Reporting & Analysis at Northwestern Mutual in the Milwaukee area since September 2020. Rebecca Mindy was Assistant Director - Product Finance at Northwestern Mutual (2007–2020) and a Senior Manager at PwC (1998–2007).
Roxanne Perez
LinkedInExperience: Vice President, Business Finance · Northwestern Mutual
Roxanne Perez has been Vice President, Business Finance at Northwestern Mutual in Milwaukee since October 2025. Roxanne Perez was Vice President, Financial Planning Analysis (2023–2025), Sr Director Ops and Strategy, Chief of Staff (2022–2023) and Senior Director, Planning Experience (2020–2022) at Northwestern Mutual, and Director of Strategy at The Master Lock Company (2018–2020).
Choose the right perspective
Match the person's area, such as controllership, fund administration, treasury, business finance, finance transformation, distribution finance or FP&A, to the decision you face. Weigh how close their day-to-day work sits to your question and how recently they took on the role.
Questions to take into the conversation
- 01How did you organize the finance team you led and decide where to spend its time?
- 02What did you learn about planning and reporting for a mutual insurer's business lines?
- 03What would you do differently if you were setting up your finance function again?
Reaching Northwestern Mutual finance leaders
How can I contact one of these Northwestern Mutual finance leaders?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 1 company: Northwestern Mutual, based on profile data retrieved on October 18, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach Northwestern Mutual finance leaders?
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Can an AI agent ask one of these Northwestern Mutual finance leaders a question?
Yes. An agent with a USDC wallet on Base can ask one question without an Instant Expert account. It names the person, for example by the LinkedIn URL on this page, and pays per ask over x402 (HTTP 402). The person answers in writing or by voice note, and if nobody answers within 7 days, the payment goes back to the wallet automatically. Claude and ChatGPT can do the same through the Instant Expert connector: setup is at /docs/mcp for Claude and /docs/chatgpt for ChatGPT. x402 docs
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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