Investment Specialist Trainee
Current
May 2024 - Present
AeroLeads people directory · profile
Joseph Noël Email & Phone Number
Investment Specialist Trainee at Merrill Edge
at
Merrill Edge
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Specialist Trainee at Merrill Edge
Location
Greater Boston, United States, United States
Company size
Who is Joseph Noël? Overview
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Quick answer
Joseph Noël is listed as Investment Specialist Trainee at Merrill Edge at Merrill Edge, a company with 2267 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Joseph Noël.
Joseph Noël previously worked as Investment Specialist Trainee at Merrill Edge and Finance Intern at Spallanzani. Joseph Noël holds Bachelor Of Science - Bs, Finance, General from Babson College.
Company email context
Email format at Merrill Edge
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Merrill Edge
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Profile bio
About Joseph Noël
I’m an Investment Specialist Trainee with a passion for helping clients achieve their financial goals. After passing the SIE and Series 7 exams, I’m now preparing for the Series 66 to further enhance my ability to serve clients.I hold a degree in Quantitative Finance from Babson College and am eager to leverage my skills in either trading or wealth management. With a strong drive to succeed and a commitment to continuous learning, I’m excited to grow and make a meaningful impact in the investment industry.
Current workplace
Joseph Noël's current company
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Merrill Edge
4 roles
Joseph Noël work experience
A career timeline built from the work history available for this profile.
Finance Intern
- Evaluated and presented potential investment opportunities with a focus on maximizing returns and mitigating risks.
- Utilized financial modeling techniques in Excel to forecast revenue, expenses, and profitability based on the identified market trends.
- Presented findings in a clear and concise manner, facilitating informed decision-making processes.
Sep 2022 - Dec 2022
Package Handler
May 2022 - Aug 2022
Cashier Customer Service
- Resolved customer concerns promptly and professionally, ensuring their satisfaction and loyalty.
- Assisted customers with product inquiries, returns, and exchanges, ensuring a positive shopping experience.
- Managed cash transactions accurately and efficiently, including handling cash, processing credit card payments, and navigating various systems simultaneously.
Jul 2019 - Oct 2019
Team & coworkers
Colleagues at Merrill Edge
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
JB
Jim Baratta
Colleague at Merrill Edge
Pennington, New Jersey, United States, United States
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T(
Thomas (Tom) Bettelon
Colleague at Merrill Edge
Glendale, Arizona, United States, United States
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MM
Megan Martinez
Colleague at Merrill Edge
Greater Tampa Bay Area, United States
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PG
Paola Gonzalez Sierra
Colleague at Merrill Edge
Philadelphia, Pennsylvania, United States, United States
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EW
Edwin Wong
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
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BC
Brett Couch
Colleague at Merrill Edge
Bend, Oregon, United States, United States
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CC
Chris Calabria
Colleague at Merrill Edge
Charlotte, North Carolina, United States, United States
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AM
Aneta Marynowska
Colleague at Merrill Edge
Greater Chicago Area, United States
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DD
David Delvecchio
Colleague at Merrill Edge
North Attleboro, Massachusetts, United States, United States
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JB
John Burke
Colleague at Merrill Edge
Cleveland, Ohio, United States, United States
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Jim Baratta
Colleague at Merrill Edge
Pennington, New Jersey, United States, United States
View →
T(
Thomas (Tom) Bettelon
Colleague at Merrill Edge
Glendale, Arizona, United States, United States
View →
MM
Megan Martinez
Colleague at Merrill Edge
Greater Tampa Bay Area, United States
View →
PG
Paola Gonzalez Sierra
Colleague at Merrill Edge
Philadelphia, Pennsylvania, United States, United States
View →
EW
Edwin Wong
Colleague at Merrill Edge
Phoenix, Arizona, United States, United States
View →
BC
Brett Couch
Colleague at Merrill Edge
Bend, Oregon, United States, United States
View →
CC
Chris Calabria
Colleague at Merrill Edge
Charlotte, North Carolina, United States, United States
View →
AM
Aneta Marynowska
Colleague at Merrill Edge
Greater Chicago Area, United States
View →
DD
David Delvecchio
Colleague at Merrill Edge
North Attleboro, Massachusetts, United States, United States
View →
JB
John Burke
Colleague at Merrill Edge
Cleveland, Ohio, United States, United States
View →
3 education records
Joseph Noël education
Bachelor Of Science - Bs, Finance, General
Business Administration And Management, General
Education record
Saint Raphael Academy
FAQ
Frequently asked questions about Joseph Noël
Quick answers generated from the profile data available on this page.
What company does Joseph Noël work for?
Joseph Noël works for Merrill Edge.
What is Joseph Noël's role at Merrill Edge?
Joseph Noël is listed as Investment Specialist Trainee at Merrill Edge at Merrill Edge.
Where is Joseph Noël based?
Joseph Noël is based in Greater Boston, United States, United States while working with Merrill Edge.
What companies has Joseph Noël worked for?
Joseph Noël has worked for Merrill Edge, Spallanzani, Ups, and Chick-Fil-A Restaurants.
Who are Joseph Noël's colleagues at Merrill Edge?
Joseph Noël's colleagues at Merrill Edge include Jim Baratta, Thomas (Tom) Bettelon, Megan Martinez, Paola Gonzalez Sierra, and Edwin Wong.
How can I contact Joseph Noël?
You can use AeroLeads to view verified contact signals for Joseph Noël at Merrill Edge, including work email, phone, and LinkedIn data when available.
What schools did Joseph Noël attend?
Joseph Noël holds Bachelor Of Science - Bs, Finance, General from Babson College.
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