Noah Treat
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Noah Treat Email & Phone Number

Licensed Benefits Advisor at OneDigital Advanced Health
Location: Urbana, Illinois, United States 7 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Licensed Benefits Advisor
Location
Urbana, Illinois, United States
Company size

Who is Noah Treat? Overview

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Quick answer

Noah Treat is listed as Licensed Benefits Advisor at OneDigital Advanced Health, a company with 3387 employees, based in Urbana, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Noah Treat.

Noah Treat previously worked as FPA Mentorship Program Mentee at Financial Planning Association (Fpa) and NextGen Student at Finserv Foundation. Noah Treat holds Bachelor'S Degree, Agricultural And Consumer Economics With A Concentration In Financial Planning from University Of Illinois Urbana-Champaign.

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Email format at OneDigital Advanced Health

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OneDigital Advanced Health

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Profile bio

About Noah Treat

As a Financial Planning student at the University of Illinois, I am passionate about simplifying complex financial topics to create an approachable and personalized client experience. My goals are to fulfill FINRA licensing requirements, obtain the CFP certification, and ultimately establish myself as a reliable and trusted Financial Advisor. During my time at UIUC, my education has included topics such as retirement and benefits planning, investment management, insurance, tax planning, estate planning, and the psychology of financial planning. I have also passed the FINRA SIE exam and am preparing for the FINRA Series 65 exam in November. These experiences have provided me with a comprehensive foundation to excel in the field of financial planning. I am on track to graduate in January 2025 and am seeking opportunities to pursue my career goal of becoming a Financial Advisor.

Current workplace

Noah Treat's current company

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OneDigital Advanced Health
Onedigital Advanced Health
Licensed Benefits Advisor
Palos Heights, IL, US
Website
Employees
3387
AeroLeads page
7 roles

Noah Treat work experience

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Fpa Mentorship Program Mentee

Chicago, Illinois, United States

  • Receiving individualized mentorship from a financial advisor and firm owner, gaining insights into the operations of a financial planning business and managing client relationships. Leveraging FPA educational.

Nextgen Student

Omaha, Nebraska

  • Actively engaging with FinServ Foundation, a non-profit organization dedicated to empowering the next generation of financial professionals through coaching, mentorship, and community-building initiatives supported by.
  • Capitalized on FinServ's student support to participate in the Nitrogen Fearless Investing Summit in October 2023 and the Broadridge 360 Advisor Summit in May 2024.

Treasurer

Urbana-Champaign Area

  • Managed financial operations of club. Ensured accuracy, transparency, and adherence to financial protocols established by the University of Illinois.
Jun 2023 - May 2024

Product Analyst Intern

Bedford Park, IL

  • Spearheaded project that researched fee values in commercial auto and public transportation markets, and utilized pricing dynamics with goal of increased revenue.
  • Analyzed competitor filings using S&P Global and SERFF platforms.
May 2023 - Aug 2023

Educational Enrichment Program

  • Participated in 12-module program that encompassed training, assignments, and networking activities focused on the enhancement of skillsets within finance and investment sectors.
Jun 2023 - Jul 2023
Team & coworkers

Colleagues at OneDigital Advanced Health

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2 education records

Noah Treat education

FAQ

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What company does Noah Treat work for?

Noah Treat works for OneDigital Advanced Health.

What is Noah Treat's role at OneDigital Advanced Health?

Noah Treat is listed as Licensed Benefits Advisor at OneDigital Advanced Health.

Where is Noah Treat based?

Noah Treat is based in Urbana, Illinois, United States while working with OneDigital Advanced Health.

What companies has Noah Treat worked for?

Noah Treat has worked for Onedigital Advanced Health, Financial Planning Association (Fpa), Finserv Foundation, Financial Planning Club At Illinois, and First Chicago Insurance Company.

Who are Noah Treat's colleagues at OneDigital Advanced Health?

Noah Treat's colleagues at OneDigital Advanced Health include Nicole Bernardini, Russ Stone, Wayne Mertel, Cameron A. Failey, and Valerie Hicks.

How can I contact Noah Treat?

You can use AeroLeads to view verified contact signals for Noah Treat at OneDigital Advanced Health, including work email, phone, and LinkedIn data when available.

What schools did Noah Treat attend?

Noah Treat holds Bachelor'S Degree, Agricultural And Consumer Economics With A Concentration In Financial Planning from University Of Illinois Urbana-Champaign.

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