Noah Sargent Email and Phone Number
My name is Noah Sargent, and I recently obtained my Bachelor's in Business Administration (Finance) at the Isenberg School of Management at the University of Massachusetts Amherst. I am also a graduate of the Boston Latin School. I was a Francis Ouimet Honorary Scholar throughout college, and continue to serve the growing golf community. I am actively looking for a full-time position. Please feel free to contact me at nsarge91@gmail.com, or at my cell - (617)-435-3004.
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Associate Claims Representative, DeskPlymouth Rock AssuranceBoston, Ma, Us
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Business Analytics & Insights InternFidelity Investments Jun 2023 - Aug 2023Boston, Massachusetts, United States• Supported Business Analysts within Workplace Digital Experience (WDX) Customer Solutions with improving the digital rollover withdrawal experience• Interrogated 401(K) data across various databases to review a total of 1,636 Workplace Investing plans• Validated that 835 plans, which contained over 37.5 million participants and over $840 billion, are eligible for the modernized express rollover (EXRO) -
Incoming Business Analytics & Insights InternFidelity Investments Jan 2023 - Jun 2023Boston, Massachusetts, United States
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Finance/Operations InternR. Miller & Associates Oct 2021 - Aug 2022Wellesley, Massachusetts, United States• Crafted detailed reports with clients’ investment information for a financial advisory team with an emphasis on annuities, IRAs, REITs, brokerage accounts, etc.• Analyzed clients’ 401(K) options through Morningstar Advisor Workstation using market trends to create an ideal plan given our portfolio allocation• Assisted professional staff in organizing office workflow with an emphasis on creating a unique client experience, while following ambitious standards of business and professional ethics
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Sailing InstructorWild Harbor Yacht Club Jun 2020 - Aug 2021North Falmouth, Massachusetts, United States- Taught an advanced junior sailing team with a focus on racing tactics to participate in seasonal regattas across the southern coast of Massachusetts- Coordinated coherent transportation methods to and from five separate events over the eight week program- Entrusted as the lead Senior Instructor this by my colleagues and junior sailing committee (2021) -
Independent Sales RepresentativeVector Marketing Dec 2020 - Jan 2021Providence, Rhode Island, United States- Participated in a three-day professional sales training with Vector Marketing- Learned how to effectively communicate with customers, and how to sell products in a respectful manner- Sold over $5,000 worth of product in two weeks, completing demos over the phone remotely.
Noah Sargent Education Details
Frequently Asked Questions about Noah Sargent
What company does Noah Sargent work for?
Noah Sargent works for Plymouth Rock Assurance
What is Noah Sargent's role at the current company?
Noah Sargent's current role is Associate Claims Representative, Desk.
What schools did Noah Sargent attend?
Noah Sargent attended Isenberg School Of Management, Umass Amherst, Boston Latin School.
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Noah Sargent
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