Noah Weinstock Email & Phone Number

New York, NY, US

New York, New York, United States

Cultivate relationships with diverse stakeholders at 20+ leading investment banks; users range from high-level executives to technical team membersAdvise on product capabilities and latest release features to promote client engagement, satisfaction, and quick adoption of the Equity Bookbuild and Retail Bookbuild platformsCollaborate cross-functionally with.

New York, New York

Supported 50+ clients on 1000+ cases regarding deal management questions, service disruptions, production concerns, and typical application usageConducted comprehensive client trainings and demonstrations, catered to each user’s business function Compiled and distributed 5 weekly reports to communicate new issuance market activities for client and internal.

Morris Plains, New Jersey

Processed relocation expense reports and special payment requests for amounts up to $100,000Analyzed client policies and required documentation, prompting quick reimbursement of relocation expensesLiaised with Relocation Counselors to advise on any transferee divergence from client policy, guaranteeing full reimbursement of relocation expenses

Greater New York City Area

Maintained and approved invoices of up to $50,000 on the MineralTree accounting systemCompiled fixed cost schedule for Assistant Controller to utilize in budget analysisDeveloped new strategy that maximized accounts payable processing system for property locations and presented this recommendation to C-Suite