Investment Specialist Trainee
Current
May 2024 - Present
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Joseph Noël Email & Phone Number
Investment Specialist Trainee at Merrill Edge
at
Merrill Edge
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Specialist Trainee at Merrill Edge
Location
Greater Boston, 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 with 2267 employees, based in Greater Boston, 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 →
PF
Patrick Finley Crpc®
Colleague at Merrill EdgeSt Augustine, Florida, United States
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CE
Chrit Evanson
Colleague at Merrill EdgeGilbert, Arizona, United States
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SH
Sean Hickey
Colleague at Merrill EdgeChicago, Illinois, United States
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CC
Chris Calabria
Colleague at Merrill EdgeCharlotte, North Carolina, United States
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TS
Trey Suggs
Colleague at Merrill EdgeDallas-Fort Worth Metroplex, United States
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BC
Brian Croghan
Colleague at Merrill EdgeYulee, Florida, United States
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TS
Tim Seward
Colleague at Merrill EdgeDaytona Beach, Florida, United States
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JB
Joel B.
Colleague at Merrill EdgeTowson, Maryland, United States
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JC
John Cote
Colleague at Merrill EdgeLincoln, Rhode Island, United States
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FC
Freddie Claybrooks
Colleague at Merrill EdgeJacksonville, Florida, United States
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Patrick Finley Crpc®
Colleague at Merrill EdgeSt Augustine, Florida, United States
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CE
Chrit Evanson
Colleague at Merrill EdgeGilbert, Arizona, United States
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SH
Sean Hickey
Colleague at Merrill EdgeChicago, Illinois, United States
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CC
Chris Calabria
Colleague at Merrill EdgeCharlotte, North Carolina, United States
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TS
Trey Suggs
Colleague at Merrill EdgeDallas-Fort Worth Metroplex, United States
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BC
Brian Croghan
Colleague at Merrill EdgeYulee, Florida, United States
View →
TS
Tim Seward
Colleague at Merrill EdgeDaytona Beach, Florida, United States
View →
JB
Joel B.
Colleague at Merrill EdgeTowson, Maryland, United States
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JC
John Cote
Colleague at Merrill EdgeLincoln, Rhode Island, United States
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FC
Freddie Claybrooks
Colleague at Merrill EdgeJacksonville, Florida, United States
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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 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 Patrick Finley Crpc®, Chrit Evanson, Sean Hickey, Chris Calabria, and Trey Suggs.
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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