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Noah Patrick

Mid-level Wealth Management Associate specializing in client service and financial planning

San Francisco, CARegistered Client Service Associate5 years experienceMid-LevelFinancial ServicesWealth ManagementInsurance

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Experience

Registered Client Service AssociateMorgan Stanley
Financial ConsultantEquitable Advisors
Tasting Room Sales AssociateChristopher Creek Winery
Tasting Room AssistantChristopher Creek Winery

Education

California State University, Chicobachelor, Economics

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Noah already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

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Languages

English

Skills

Microsoft OfficeSalesforceChatGPTClaudeProblem SolvingData AnalysisLeadershipCollaborationRisk ManagementRegulatory ComplianceCustomer ServiceZapierCalendlyStataRStudio