Noah Celler Email & Phone Number
Who is Noah Celler? Overview
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Noah Celler is listed as Senior Paraplanner at Evensky & Katz / Foldes Wealth Management, a with 50 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Noah Celler.
Noah Celler previously worked as Paraplanner at Evensky & Katz / Foldes Wealth Management and Co-Owner at Canes Empire. Noah Celler holds Bachelor Of Business Administration - Bba, Finance, General from University Of Miami.
Email format at Evensky & Katz / Foldes Wealth Management
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About Noah Celler
Noah Celler is a Senior Paraplanner at Evensky & Katz / Foldes Wealth Management.
Noah Celler's current company
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Noah Celler work experience
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Paraplanner
CurrentCo-Owner
-Provide player statistics from Miami Hurricanes Football and Basketball games to over 32,000 followers on Instagram and 2,000 followers on Twitter-Miami Hurricanes themed clothing sold across the United States-Contacted a local printing company in Miami, FL, and negotiated prices for producing shirts-Miami Hurricanes themed stickers sold across the United States-Reached out to a local sticker printing company in Fort Lauderdale, FL, and arranged a deal to produce stickers… Show more -Provide player statistics from Miami Hurricanes Football and Basketball games to over 32,000 followers on Instagram and 2,000 followers on Twitter-Miami Hurricanes themed clothing sold across the United States-Contacted a local printing company in Miami, FL, and negotiated prices for producing shirts-Miami Hurricanes themed stickers sold across the United States-Reached out to a local sticker printing company in Fort Lauderdale, FL, and arranged a deal to produce stickers -Sold over 70 shirts and 50 stickers to people located throughout the entire U.S Show less
Wealth Management Intern
-Created Microsoft Excel financial models to illustrate asset allocation for client portfolios.-Conducted in-depth due diligence and research on private equity funds, fixed income, REIT’s, and international investments.-Produced breakdowns of alternative investments examining individual performance and asset allocation based on respective sectors and location of the funds.-Performed asset scans for clients to assess portfolio details and investment style.-Constructed Microsoft… Show more -Created Microsoft Excel financial models to illustrate asset allocation for client portfolios.-Conducted in-depth due diligence and research on private equity funds, fixed income, REIT’s, and international investments.-Produced breakdowns of alternative investments examining individual performance and asset allocation based on respective sectors and location of the funds.-Performed asset scans for clients to assess portfolio details and investment style.-Constructed Microsoft Excel spreadsheet detailing both the Russell 1000 Growth and Russell 1000 Value index funds, analyzing year-to-date performance and individual stock’s weights within the index through Thomson One software. Show less
Summer Intern
-Shadowed various executives throughout the Planning Solutions Group, Sales, Recruiting, and Marketing Departments-Worked with top firm advisors and salespeople to derive strategies to become a more distinguished salesman and client prospector-Created elaborate recruitment campaigns for company social media pages and automated continual contact with prospective advisors and staff-Reconstructed Coastal Wealth's contemporary employee onboarding process through the application of… Show more -Shadowed various executives throughout the Planning Solutions Group, Sales, Recruiting, and Marketing Departments-Worked with top firm advisors and salespeople to derive strategies to become a more distinguished salesman and client prospector-Created elaborate recruitment campaigns for company social media pages and automated continual contact with prospective advisors and staff-Reconstructed Coastal Wealth's contemporary employee onboarding process through the application of low-code third-party CRM software-Created advertising campaigns such as “Day in the Life of a Coastal Wealth Intern”-Monitored various meetings with clients while evaluating their risks to make informed decisions that can help maximize client relationships and achieve their goals of growing, preserving, and transforming their wealth Show less
Financial Analyst Internship
-Worked directly with Managing Director in evaluating high net-worth client portfolios-Job duties included projecting growth and investment opportunities in public trading and private equity placements -Assisted Associate Director in development of promotional and marketing materials relating to client development and retention
Counselor
-Engaged in afterschool activities such as basketball, football, and soccer-Took responsibility and overlooked all the kids to make sure afterschool operation was running smoothly-Helped ensure positive staff morale by monitoring, guiding, and leading by example; and sustaining a positive attitude-Acted as a mentor and guardian for youth program
Colleagues at Evensky & Katz / Foldes Wealth Management
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Nyika Pyfrom
Colleague at Evensky & Katz / Foldes Wealth ManagementHomestead, Florida, United States
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JR
Juan Ramirez
Colleague at Evensky & Katz / Foldes Wealth ManagementAshburn, Virginia, United States
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MS
Michael Scheinberg
Colleague at Evensky & Katz / Foldes Wealth ManagementMiami, Florida, United States
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NS
Nathaniel Sheen
Colleague at Evensky & Katz / Foldes Wealth ManagementLubbock, Texas, United States
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MM
Myriam Membreno
Colleague at Evensky & Katz / Foldes Wealth ManagementMiami, Florida, United States
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KA
Kaylyn Adams, Cfp®
Colleague at Evensky & Katz / Foldes Wealth ManagementLubbock, Texas, United States
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JM
Joshua Mungavin, Cfp®, Crc®
Colleague at Evensky & Katz / Foldes Wealth ManagementGreater Seattle Area, United States
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AB
Anne Bednarz, Cfp®, Aif®
Colleague at Evensky & Katz / Foldes Wealth ManagementLubbock, Texas, United States
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SD
Scott Dececchis, Qka, Chsp
Colleague at Evensky & Katz / Foldes Wealth ManagementMiami, Florida, United States
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DE
David Evensky
Colleague at Evensky & Katz / Foldes Wealth ManagementMiami, Florida, United States
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Noah Celler education
Bachelor Of Business Administration - Bba, Finance, General
High School Diploma
Frequently asked questions about Noah Celler
Quick answers generated from the profile data available on this page.
What company does Noah Celler work for?
Noah Celler works for Evensky & Katz / Foldes Wealth Management.
What is Noah Celler's role at Evensky & Katz / Foldes Wealth Management?
Noah Celler is listed as Senior Paraplanner at Evensky & Katz / Foldes Wealth Management.
Where is Noah Celler based?
Noah Celler is based in Miami, Florida, United States while working with Evensky & Katz / Foldes Wealth Management.
What companies has Noah Celler worked for?
Noah Celler has worked for Evensky & Katz / Foldes Wealth Management, Canes Empire, Morgan Stanley, Coastal Wealth, A Massmutual Firm, and Certuity.
Who are Noah Celler's colleagues at Evensky & Katz / Foldes Wealth Management?
Noah Celler's colleagues at Evensky & Katz / Foldes Wealth Management include Nyika Pyfrom, Juan Ramirez, Michael Scheinberg, Nathaniel Sheen, and Myriam Membreno.
How can I contact Noah Celler?
You can use AeroLeads to view verified contact signals for Noah Celler at Evensky & Katz / Foldes Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Noah Celler attend?
Noah Celler holds Bachelor Of Business Administration - Bba, Finance, General from University Of Miami.
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