Noah Pritchard Email and Phone Number
Hello I am Noah! A finance enthusiast dedicated to lifelong learning and financial literacy. Entering the world of financial analysis, risk management, and investment strategy, I thrive on uncovering insights from complex data and developing strategies that drive success. Currently, I am aligned with New York Life, where we tackle financial challenges and innovate every day. I hold a in Finance from Slippery Rock University and am a certified. Passionate about sharing knowledge, I’m always eager to connect with fellow finance professionals and explore new financial concepts. I am also looking to help individuals by showing the resources available to me as well as taking them through my financial process in assisting their needs. For any questions or inquiries, please connect or reach out!---Feel free to customize it with your specific details.
Nylife Securities Llc
View- Website:
- nylifesecurities.com
- Employees:
- 3416
-
Financial RepresentativeNylife Securities Llc May 2024 - PresentPittsburgh, Pennsylvania, United States -
General AgentGlobe Life American Income Division: Arias Organization May 2023 - Apr 2024Wexford, Pennsylvania, United States• Learned the financial and sales strategy of the company, resulting in skills to communicate our products to the clients• Developed customer relation management skills by contacting over 250 clients per day and evaluating our customers’ requirements to determine their qualifications towards our products • Attended daily workshops that developed knowledge and growth in Product Management, creating financial plans with clients, understanding life insurance policies and regulations… Show more • Learned the financial and sales strategy of the company, resulting in skills to communicate our products to the clients• Developed customer relation management skills by contacting over 250 clients per day and evaluating our customers’ requirements to determine their qualifications towards our products • Attended daily workshops that developed knowledge and growth in Product Management, creating financial plans with clients, understanding life insurance policies and regulations, customer relations skills, data analysis on clients return on investment, problem solving and critical thinking skills Show less -
Client Associate InternWexford Wealth Advisors Llc May 2022 - Aug 2022Wexford, Pennsylvania, United States• Assisted financial advisors with general administrative tasks such as new account paperwork, missing account and beneficiary information, and scheduling.• Office tasks such as answering the phone, filing paperwork and updating client files.• Responding to clients and prospective clients with inquiries for information about products and services.• Logging and tracking customer calls and emails.• Maintaining databases for advisors regarding clients and prospective clients.
Noah Pritchard Education Details
Frequently Asked Questions about Noah Pritchard
What company does Noah Pritchard work for?
Noah Pritchard works for Nylife Securities Llc
What is Noah Pritchard's role at the current company?
Noah Pritchard's current role is Financial Representative at New York Life | Helping Clients Achieve Financial Security | Expert in Portfolio Management, Retirement Planning, and Investment Strategies.
What schools did Noah Pritchard attend?
Noah Pritchard attended Slippery Rock University Of Pennsylvania.
Who are Noah Pritchard's colleagues?
Noah Pritchard's colleagues are Elliot Belin, Rick Madan Clu,clf, Mark Anuszkiewicz Ricp®, Kerby Rigelman, Rosie Hernandez, Ben Gregory, Vincent James Porco.
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Noah Pritchard
Software Developer. Gwu Class Of 2023. Also, Learning To Invest In The Best Companies In This Space!United States -
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Noah Pritchard
Claims Representative At Medical Mutual Liability Insurance Society Of MdLancaster Metropolitan Area -
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