Noah Chang Email & Phone Number

Honolulu, Hi, Us

Honolulu, Hawaii, United States

- Maintain existing client relationships as a primary point of contact for inquiries related toaccount maintenance, cash management, distributions, and investment reporting.- Assist the wealth advisor, financial planner, and internal departments (operations, investments,billing, etc.) to ensure client requests are executed within defined service level agreements.- Research and resolve routine to moderately complex client issues leveraging internal supportresources and/or… Show more - Maintain existing client relationships as a primary point of contact for inquiries related toaccount maintenance, cash management, distributions, and investment reporting.- Assist the wealth advisor, financial planner, and internal departments (operations, investments,billing, etc.) to ensure client requests are executed within defined service level agreements.- Research and resolve routine to moderately complex client issues leveraging internal supportresources and/or escalate as appropriate to management.- Participate in client meeting scheduling and preparation and attend client meetings, events, andseminars as needed.- Participate in company meetings.- Accurately prepare client account paperwork including internal agreements, custodian forms,applications, and other client deliverables for processing.- Coordinate new client onboarding activities including the collection of required documentation,partnering with internal operations teams on process execution, client household setup,welcome calls, and proactive communication with clients.- Understand and adhere to outlined company policies and procedures to ensure client activitiessatisfy firm standards.- Track and document client interactions, activities, and meetings in CRM, ensuring notes areinput in a timely and compliant manner.- Develop and maintain trusted relationships with custodian partners, vendors, client professionalcontacts, and service providers.- Participate in team projects, and business initiatives and engage in training and educationopportunities as required Show less

• Fully responsible for the Big 12 & MWC prospect database• Additional influence in acceptance process

• Fully responsible for the Big 12 prospect database• 2022 MWC reports were utilized to evaluate/accept MWC prospects• 31 Big-12/MWC players acceptedo 10 players drafted

o Full background & scouting reports on all draft eligible prospectso Full database maintenance for the MWCo Assisting with constructing the roster for the East-West Shrine Bowlo 9 MWC Players on the 2023 East-West Shrine Bowl Roster – 2 draftedo Assisted with Cross Check Process to vet out of conference potential prospects (5 players accepted in 2022)o Assisted with compiling clips & presenting accepted Shrine Bowl players• Assisted with Shrine Bowl game week operations… Show more o Full background & scouting reports on all draft eligible prospectso Full database maintenance for the MWCo Assisting with constructing the roster for the East-West Shrine Bowlo 9 MWC Players on the 2023 East-West Shrine Bowl Roster – 2 draftedo Assisted with Cross Check Process to vet out of conference potential prospects (5 players accepted in 2022)o Assisted with compiling clips & presenting accepted Shrine Bowl players• Assisted with Shrine Bowl game week operations at practice, at the hotel, & in NFL meetings (2022)o Responsible for guiding the West Team offensive line to informal & formal NFL interviewso Painted NFL hash marks on the practice fieldo Transported Gatorade to practice, hotel, meeting rooms etc.o Picked up players from the airporto Helped pick practice players of the weeko Helped apply for field pass credentials for CFB coaches & former NFL players Show less

Honolulu, Hawaii, United States

* Assisting with recruiting database maintenance & entry* Assisting with prospect evaluation * Assisting with practice & daily operations

345 Park Avenue, New York, Ny

NFL GSIS Support & Statistics (July19th 2021-Present)• Audit and process all NFL and college level data.• Responsible for game statistics quality assurance• Compile weekly reports for training and development of game day stat crews• Review NFL games on a weekly basis for statistical correctness and omissions• Full comprehension of the NFL Rulebook and Guide for Statisticians• NFL Game day statistical and technical support• Process NCAA football statistics on a weekly… Show more NFL GSIS Support & Statistics (July19th 2021-Present)• Audit and process all NFL and college level data.• Responsible for game statistics quality assurance• Compile weekly reports for training and development of game day stat crews• Review NFL games on a weekly basis for statistical correctness and omissions• Full comprehension of the NFL Rulebook and Guide for Statisticians• NFL Game day statistical and technical support• Process NCAA football statistics on a weekly basis• Log NCAA football game video by matching video to the play-by-play of all recorded NCAA games• Administrative support for statistical processes and game day assistants• Player Health & Safety injury exposure quality assurance• Log NFL participation (snap counts) for games Show less

Coplay, Pennsylvania, United States

• Score NFL and amateur football games using specialized computer software• Review the accuracy and validity of data• Prepare and analyze statistical data for delivery to customers• Assist with additional projects as instructed by full-time staff• Provide administrative support to the full-time staff• Scout school – Learned to write NFL style scouting reports

Honolulu, Hi, United States

• Inputting of monthly pension payments• Quality assurance validation on pension payments and account information• Trust account management• Trust account opening quality assurance• Trust account closing• Disbursement of residual payments to closing accounts• Experience with RM & RMS relationship management programs• Experience with SWP trust management program• Assistance with quality assurance of pension payments and user status

Hawaiian Islands

828 Fort St. Mall, Suite 104

Assisting with general office support, logistics, client interaction, social media, development of sales prospects, delivery, & executive committee interaction for the SoFi Hawaii Bowl & Hawaiian Airlines Diamond Head Classic

Honolulu, Hawaii

Organizational Studies

Education record

Master Of Science - Ms, Sports Management And Analytics