Noah Ray Email & Phone Number

Tampa, Florida, United States

- Conducted proactive sales calls & presentations to Regional, Bank and Independent Financial Advisors highlighting the Franklin Templeton product lineup and services. Discussed how the Franklin Templeton tools and services met the representatives’ and end-clients’ needs based on acquired portfolio & practice profile information. Assisted with territory and firm-wide campaigns through proactive contact and relationship building with clients - Presentation & territory development, including… Show more - Conducted proactive sales calls & presentations to Regional, Bank and Independent Financial Advisors highlighting the Franklin Templeton product lineup and services. Discussed how the Franklin Templeton tools and services met the representatives’ and end-clients’ needs based on acquired portfolio & practice profile information. Assisted with territory and firm-wide campaigns through proactive contact and relationship building with clients - Presentation & territory development, including management of territory business plans focused on top & second-tier producers - Created & tailored sales ideas and presentations based on broker profiles and channel focus- Created & analyzed firm sales and asset reports to determine opportunities, including territory travel - Ranked 4th in Net Sales for the RBI Division in Fiscal Year 2024 (October ‘22 - October ‘23) - Expert knowledge, communication and proven ability to sell mutual funds, ETFs, Separately Managed Accounts, CITs, sub-advised accounts, Alternative Investments, Value-Add programs, and various turn-key asset management/fintech platforms Show less

New York, New York, United States

- Co-Founder of a weekly sports newsletter designed for busy sports fans of all kindNo Huddle delivered 2-3 editions to over 2,000 subscribers on a weekly basis that required hours of reading, analysis, and summaries for a true one-stop-shop sports digest- Led business development growth initiatives to grow subscriber base organically – primarily through traditional marketing & social media marketing- Partnered with companies in the sports betting & media industry via cross-channel… Show more - Co-Founder of a weekly sports newsletter designed for busy sports fans of all kindNo Huddle delivered 2-3 editions to over 2,000 subscribers on a weekly basis that required hours of reading, analysis, and summaries for a true one-stop-shop sports digest- Led business development growth initiatives to grow subscriber base organically – primarily through traditional marketing & social media marketing- Partnered with companies in the sports betting & media industry via cross-channel pollination for mutually-beneficial scale & growth Show less

Tampa/St. Petersburg, Florida Area

- Implemented comprehensive financial plans and utilized financial & portfolio analysis, debt consolidation, Modern Portfolio Theory (MPT), and knowledge of capital markets to meet clients’ goals and needs in a dynamic market- Daily prospecting through extensive cold-calling, tabling events, lunch & learns, and in-person seminars- Reviewed client portfolios and prudently introduced new investment options, including mutual funds, variable & fixed annuities, life insurance, and actively… Show more - Implemented comprehensive financial plans and utilized financial & portfolio analysis, debt consolidation, Modern Portfolio Theory (MPT), and knowledge of capital markets to meet clients’ goals and needs in a dynamic market- Daily prospecting through extensive cold-calling, tabling events, lunch & learns, and in-person seminars- Reviewed client portfolios and prudently introduced new investment options, including mutual funds, variable & fixed annuities, life insurance, and actively managed accounts Show less

Greater Atlanta Area

Alexandria, Virginia

Alexandria, Virginia

Alexandria, Va

Bachelor’S Degree, Finance, Risk Management & Insurance Double Major

Activities and Societies: Classic Scholarship Recipient, Gamma Iota Insurance Honorary Fraternity, Insurance Society, Mu Chapter.

Advanced High School Diploma