Sales Account Executive
Current
Feb 2019 - Present
AeroLeads people directory · profile
Noah C. Strunk, Cfp® Email & Phone Number
Account Executive, Advisory Sales at SS&C Advent
at
SS&C Advent
1 work email found
@advent.com
2 phones found area 617 and 904
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Account Executive, Advisory Sales at SS&C Advent
Location
Jacksonville, Florida, United States
Company size
Who is Noah C. Strunk, Cfp®? Overview
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Quick answer
Noah C. Strunk, Cfp® is listed as Account Executive, Advisory Sales at SS&C Advent at SS&C Advent, a with 1437 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at advent.com, phone signal with area code 617, 904, and a matched LinkedIn profile for Noah C. Strunk, Cfp®.
Noah C. Strunk, Cfp® previously worked as Sales Account Executive at Ss&C Advent and Wealth Advisor at Sade Group Private Wealth Management. Noah C. Strunk, Cfp® holds Master Of Business Administration - Mba, Finance, General from University Of North Florida.
Company email context
Email format at SS&C Advent
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*@advent.com
71% confidence
AeroLeads found 1 current-domain work email signal for Noah C. Strunk, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Noah C. Strunk, Cfp®
Experienced Sales Executive with a demonstrated history of success in the financial services software and investment management industries. Skilled in technology consulting, SaaS, behavioral finance, & wealth management. Strong technology & investment professional, having obtained the Certified Financial Planner® designation and also a Master of Business Administration. - MBA focused in Finance from the University of North Florida.
Listed skills include Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, and 16 others.
Current workplace
Noah C. Strunk, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ss&C Advent
8 roles
Noah C. Strunk, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Sade Group Private Wealth Management
In this role, I utilized my CFP designation as the primary planner for HNW and UHNW individuals and families. As part of an independent wealth advisory practice I focused on investment, protection, and estate planning strategies that solved the complex needs of our clients. I also led the implementation of technology that provided the opportunity to scale efficiently and effectively.
Apr 2018 - Feb 2019
Investment Consultant
Internal wholesaling role representing advisory solutions as provided by Strategic Advisers Inc., Fidelity’s Registered Investment Advisor. I was responsible for a portion of the Southeast market. I developed registered representatives’ consultative and profiling skills and assisted in client presentations. Also responsible for strategic planning with business stakeholders.
Jun 2014 - Aug 2017
Portfolio Specialist
This role involved comprehensive financial planning with HNW individuals and families. My primary responsibilities included maintaining and growing a fee-based advisory book of business. I served as a subject matter expert in portfolio construction and the wealth management process as provided by Strategic Advisers Inc., Fidelity’s Registered Investment Advisor.
Jul 2011 - Jun 2014
Client Management Representative
Jun 2009 - Jun 2011
Retirement Relationship Manager
Mar 2008 - Jun 2009
Retirement Solutions Representative
Dec 2006 - Feb 2008
Institutional Plan Associate
Nov 2005 - Nov 2006
Team & coworkers
Colleagues at SS&C Advent
Other employees you can reach at advent.com. View company contacts for 1437 employees →
MK
Made Krisna Pudja Anggara
Colleague at Ss&C AdventLampung, Indonesia
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DU
Deepti Upadhyay
Colleague at Ss&C AdventPune, Maharashtra, India
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WJ
Wanqing Jiang
Colleague at Ss&C AdventBeijing, China
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DN
David Nordström
Colleague at Ss&C AdventGreater Stockholm Metropolitan Area, Sweden
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WM
William Maslan, Mba
Colleague at Ss&C AdventMetro Jacksonville, United States
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RK
Robert Kirkeby Jr
Colleague at Ss&C AdventSt Augustine, Florida, United States
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TS
Tariq Salim
Colleague at Ss&C AdventWest Midlands, England, United Kingdom
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LS
L.R Sayles
Colleague at Ss&C AdventDallas, Texas, United States
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WK
Wendy Knel
Colleague at Ss&C AdventWalnut Creek, California, United States
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LG
Luwambo Godfrey
Colleague at Ss&C AdventKampala, Central Region, Uganda
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Made Krisna Pudja Anggara
Colleague at Ss&C AdventLampung, Indonesia
View →
DU
Deepti Upadhyay
Colleague at Ss&C AdventPune, Maharashtra, India
View →
WJ
Wanqing Jiang
Colleague at Ss&C AdventBeijing, China
View →
DN
David Nordström
Colleague at Ss&C AdventGreater Stockholm Metropolitan Area, Sweden
View →
WM
William Maslan, Mba
Colleague at Ss&C AdventMetro Jacksonville, United States
View →
RK
Robert Kirkeby Jr
Colleague at Ss&C AdventSt Augustine, Florida, United States
View →
TS
Tariq Salim
Colleague at Ss&C AdventWest Midlands, England, United Kingdom
View →
LS
L.R Sayles
Colleague at Ss&C AdventDallas, Texas, United States
View →
WK
Wendy Knel
Colleague at Ss&C AdventWalnut Creek, California, United States
View →
LG
Luwambo Godfrey
Colleague at Ss&C AdventKampala, Central Region, Uganda
View →
2 education records
Noah C. Strunk, Cfp® education
Master Of Business Administration - Mba, Finance, General
Bachelor Of Business Administration - Bba, Finance, General
FAQ
Frequently asked questions about Noah C. Strunk, Cfp®
Quick answers generated from the profile data available on this page.
What company does Noah C. Strunk, Cfp® work for?
Noah C. Strunk, Cfp® works for SS&C Advent.
What is Noah C. Strunk, Cfp®'s role at SS&C Advent?
Noah C. Strunk, Cfp® is listed as Account Executive, Advisory Sales at SS&C Advent at SS&C Advent.
What is Noah C. Strunk, Cfp®'s email address?
AeroLeads has found 1 work email signal at @advent.com for Noah C. Strunk, Cfp® at SS&C Advent.
What is Noah C. Strunk, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 617, 904 for Noah C. Strunk, Cfp® at SS&C Advent.
Where is Noah C. Strunk, Cfp® based?
Noah C. Strunk, Cfp® is based in Jacksonville, Florida, United States while working with SS&C Advent.
What companies has Noah C. Strunk, Cfp® worked for?
Noah C. Strunk, Cfp® has worked for Ss&C Advent, Sade Group Private Wealth Management, Fidelity Investments, and Merrill Lynch.
Who are Noah C. Strunk, Cfp®'s colleagues at SS&C Advent?
Noah C. Strunk, Cfp®'s colleagues at SS&C Advent include Made Krisna Pudja Anggara, Deepti Upadhyay, Wanqing Jiang, David Nordström, and William Maslan, Mba.
How can I contact Noah C. Strunk, Cfp®?
You can use AeroLeads to view verified contact signals for Noah C. Strunk, Cfp® at SS&C Advent, including work email, phone, and LinkedIn data when available.
What schools did Noah C. Strunk, Cfp® attend?
Noah C. Strunk, Cfp® holds Master Of Business Administration - Mba, Finance, General from University Of North Florida.
What skills is Noah C. Strunk, Cfp® known for?
Noah C. Strunk, Cfp® is listed with skills including Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Investments, Behavioral Finance, Asset Allocation, and Portfolio Management.
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